Sales Onboarding Specialist

Carolina Cat

Greensboro (NC)

On-site

USD 52,000 - 68,000

Full time

9 days ago

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Carolina Cat is seeking a Sales Operations Onboarding Coordinator to support customer onboarding and post-sale processes for new machine sales. You will coordinate system enrollments, account setup, digital authorizations, CVAs, and access to Caterpillar and dealer applications, collaborating with Sales Ops, Service, IT, and Marketing to ensure a smooth onboarding experience.

You will monitor onboarding KPIs, maintain CRM data accuracy, and support the sales team with onboarding requirements,

Qualifications

High school diploma or GED required or equivalent experience.
One to three years of customer support, sales support, training, administrative, or related experience preferred.
Experience supporting sales, equipment, customer onboarding, or operational processes is a plus.

Responsibilities

Maintain machine-delivery and customer information within the Customer Onboarding Tracker.
Confirm customers have a Caterpillar Customer ID (CCID) and establish new CCIDs as needed to support the customer onboarding process.
Ensure required customer and machine information is accurately maintained, including customer name, DCN, CCID, serial number, and machine shipping date.
Verify completion of required digital authorizations and coordinate with the appropriate team when additional action is needed.
Monitor onboarding activity to ensure established requirements and targets are completed within expected timeframes and communicate needs to sales representatives for action.