Customer Onboarding Specialist

J.D. Power; Northern (KY); Hybrid; USD 60,000 - 65,000; Full time

Job summary

JD Power is seeking a Customer Onboarding Specialist to drive a smooth onboarding experience from implementation through training, building strong client relationships and ensuring value realization. The role is remote in the USA, with a starting salary range of $60,000–$65,000 USD per year and opportunities to support long-term adoption and retention.

You will manage high-volume orders, gather setup information, schedule workbook calls, and document all activities in our CRM while escalating

Qualifications

• 2+ years of experience in B2B customer success, professional services, or account management.
• Empathetic, positive attitude with a desire to help our customers reach their goals.
• Strong public speaking and presentation skills.
• Experience with SugarCRM (or equivalent) CRM platform(s).

Responsibilities

• Manage high volume orders and engage clients through email and phone to gather setup information.
• Schedule Workbook calls with clients to obtain needed information to complete the setup workbook.
• Move an order from initial setup through all necessary steps to complete setups in a timely manner.
• Document all calls, emails, and setup details in our CRM.
• Complete checklist to ensure setups are done with the highest quality in mind.
• Escalate issues to 3rd party partners in a professional manner.

Skills

Customer service

Public speaking

Account management

Tools

SugarCRM

Job description

Job Description: Title: Customer Onboarding Specialist Location: Remote – USA Reports to: Director, Professional Services

The Impact You Will Have in This Role

In this role, you will make a direct impact on customer success by ensuring a smooth and positive onboarding experience from implementation through training. By building strong client relationships, providing proactive support, and managing details effectively, you will help customers quickly realize value, drive adoption, and set the foundation for long-term satisfaction and retention.

What You’ll Be Doing in This Role

• Manage high volume or orders and engage clients through email and phone calls to gather all necessary setup information.
• Schedule Workbook calls with clients to obtain needed information to complete the setup workbook.
• Move an order from initial setup through all the necessary steps to successfully complete setups in a timely manner.
• Document all calls, emails, and setup details in our CRM.
• Complete checklist to ensure setups are done with the highest quality in mind.
• Escalate issues to 3rd party partners in a professional manner.

Qualifications of this Role

• 2+ years’ experience in B2B customer success, professional services, or account management.
• Strong Customer Service Skills: Empathetic, positive attitude with a desire to help our customers reach their goals.
• Strong public speaking and presentation skills.
• Experience with Sugar CRM (or equivalent) CRM platform(s).

Preferred Qualifications

• 2+ years of experience in the automotive space.
• Understanding of dealership technology systems (eLead, DealerSocket, DealerTrack, vAuto, Reynolds & Reynolds, CDK, etc)

The Hiring Manager says: This role is critical to creating a positive first impression and setting our customers up for long-term success. The Customer Onboarding Specialist partners with new clients throughout implementation and training, ensuring a smooth transition and strong adoption from day one. Success in this role comes from building trusted relationships, delivering an exceptional customer experience, and helping customers quickly realize the value of our solutions.

This position has a starting salary range of $60,000 – $65,000 USD per year. This is the range we reasonably and in good faith expect to pay for the role at the time of posting. An employee’s pay within the range is determined by a number of factors, including relevant skills, education, qualifications, experience, performance, business or organizational needs, and geographic location.

Company Mission

Our mission in the market we serve is clear. To power every auto-related decision through proprietary data, advanced analytics, deep industry expertise, and seamless workflows that connect insight to action.

Our Values

• We POWER Our Customer's Success
• We are Innovative, Collaborative and Grounded in Data
• We Make Things Easy
• We Get It Done
• We Start with Trust & Prove it Everyday

JD Power is committed to employing a diverse workforce.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.

Should you require accommodations during the recruitment and selection process, please reach out to [e-mail].

JD Power does not disclose your personal data to unauthorized third parties. However, as a global corporation consisting of multiple affiliated companies in various countries, JD Power has international sites and JD Power uses resources located throughout the world. JD Power may from time to time also use third parties to act on JD Power’s behalf. You agree to the fact that to the extent necessary your personal data may be transferred and/or disclosed to any company within JD Power group of companies as well as to third parties acting on JD Power’s behalf, including also transfers to servers and databases outside the country where you provided JD Power with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America. If you are a California or United Kingdom resident, additional disclosures about the information we collect and how we use that information can be found by clicking here.

To all recruitment agencies: JD Power does not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes.

Welcome to JD Power Careers!

JD Power is a proven leader in business-critical data and intelligence to drive auto-related decisions with confidence and clarity. By leveraging unmatched proprietary data, advanced analytics and deep industry expertise, JD Power fuels original equipment manufacturers, retailers, lenders, insurers and partners to enhance their performance. Since 1968, JD Power has delivered incisive guidance and intelligence about customer interactions with brands and products.

To learn more about the company, visit JDPower.com.