Customer Onboarding Specialist

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell, service and rent a wide-variety of equipment Including Large and Small Construction Tractors, Forklifts, and Prime/Stand-by-Power Generation.

THIS POSITION IS LOCATED IN PLEASANT GROVE CA.

POSITION SUMMARY

The Customer Onboarding Specialist will be responsible for onboarding new customers to the Caterpillar digital platforms to drive success with the tools. The Customer Onboarding Specialist will train new and existing customers on PCC, CAT Inspect, CAT Central, QR Codes, SIS2GO, Vision Link and any additional digital solutions to support their operations and drive ease of doing business with Holt. This position will also be responsible for supporting the Customer Equipment Solutions team for processes related to customer onboarding and connectivity.

QUALIFICATIONS REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS

Educate and train customers / sales teams on PCC, CAT Central, QR Codes, CAT Inspect, SIS2GO, Vision Link and other digital solutions

Manage customer requests for access to Vision Link, PCC, SOS, CAT Inspect and SIS2Go

Support customers that have login issues and help resolve customer issues in the Caterpillar digital platforms

Schedule and manage onsite visits with customers and market all services to customers to drive parts and service growth

Manage requests from CAT Digital for support issues

Oversee onboarding process to ensure customer registration for CWS and support Customer Admin Tool updates / issues

Track customer requests / visits and follow ups in CRM system

Other duties may be assigned

SKILLS & ABILITIES

Teamwork - Exhibits objectivity and openness to other views, gives and welcomes feedback and contributes to building a positive team environment.

Oral Communication - Strong phone prospecting and marketing skills; communicate clearly and concise

Sales and Marketing - Ability to reach prospects creatively, identify decision makers, handle objections positively and professionally

Written Communication - Writes clearly and informatively, edits work for spelling and grammar, presents numerical data effectively, able to read and interpret written information.

Quality - Demonstrates accuracy and thoroughness, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality.

Accountability - Accepts responsibility for mistakes or problems; maintains ownership of assigned tasks.

Attitude - Demonstrates a positive attitude and supports the organization’s mission, vision and values, such as honesty and integrity.

Safety and Security - Observes safety and security procedures.

Systems and Software – Ability to utilize computers, software programs (ie. Office 365, Web mail, ERP systems, CRM Systems etc.)

QUALIFICATIONS

Accountability - Ability to accept responsibility and account for his/her actions.

Accurate - Ability to perform work accurately and thoroughly.

Analytical Skills - Ability to use thinking and reasoning to solve a problem.

Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.

Communication – Clear and concise, active listener, confident and friendly

Customer Oriented - Ability to take care of the customers' needs while following company procedures.

Detail Oriented - Ability to pay attention to the minute details of a project or task.

Organized - Possessing the trait of being organized or following a systematic method of performing a task.

Problem Solving - Ability to find a solution for or to deal proactively with work-related problems, ability to calculate figures and amounts, such as percentages, interest etc.

EDUCATION AND/OR EXPERIENCE

High school diploma or general education degree (GED); or one to three years related sales and customer support experience and/or training, or equivalent combination of education and experience.

CERTIFICATES, LICENSES, REGISTRATIONS

Must have a valid driver license and a clean DMV report.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands and fingers to handle and feel objects, tools, controls and to reach with hands and arms. The employee is also regularly required to talk and hear. The employee is occasionally required to stand, walk, and sit.

The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 50 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This job requires visits to customer job sites. While performing the duties of this job, the employee is occasionally exposed to fumes or airborne particles.

The noise level in the work environment is usually moderate to loud.

COMPENSATION

Pay Range: $26.00 - $29.00 Hourly

Pay Range Dependent on Knowledge, Skills, and Ability.

WHY WORK FOR HOLT OF CALIFORNIA?

Competitive hourly rate of pay with excellent company paid benefits including medical, dental, vision, life insurance, long-term disability, 401(k), profit sharing, nine paid holidays, paid vacation, and paid sick time. Career advancement opportunities and ongoing professional development.

Apply at www.holtca.com

Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.

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Experience

Required

1 - 3 years: Relevant work experience and/or training and education.

Education

Required

High School Diploma or GED or better

Skills

Required

Write Simple Instructions

Read Simple Instructions

Basic Computer Skills

Ability to communicate effectively

Ability to add, subtract multiply and divide

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)