Onboarding Manager leading client onboarding and accounting system implementations at Baker Tilly. Focusing on project - based work to modernize clients’ financial operations and ensure smooth transitions.
EA
Hybrid Account Onboarding Specialist
Posted 3 months ago
About the role
- Customer service representative serving as the first point of contact for prospective ADI Global customers. Guiding customers through the ADI account setup process and collaborating with internal teams.
Responsibilities
- Initiate contact with new and prospective clients in timely manner and serve as the primary point of contact for prospective ADI Global customers.
- Follow up on open new account requests.
- Maintain and update customer records in CRM system, escalate complex issues to the appropriate teams, and document interactions.
- Collaborate internally with multiple departments, including sales and credit, to set up appropriate terms.
- Perform thorough background research to investigate prospective customers to prevent potential fraud as well as prevent opening accounts that do not fit our customer qualification segments.
- Document verification to confirm authenticity.
- Review applicants' digital presence to make accurate decisions about fraudulent applications.
- Create a warm handoff to sales team once customer is pre-qualified by discussing benefits and services of ADI.
Requirements
- 1+ years of experience in a customer service role, handling inquiries, resolving issues, and delivering high-quality client support.
- Advanced English proficiency, both written and spoken.
- Familiarity with the wholesale distribution industry, particularly in security, AV (audio/visual), and low-voltage products.
Benefits
- Benefits that go beyond Mexican labor law, ensuring your well-being and peace of mind.
- A collaborative and inclusive work environment where your contributions are valued.
- Opportunities for continuous professional growth and skill development through training, mentoring, and challenging projects.
- Access to cutting-edge tools, resources, and a supportive team to help you excel.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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