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 as 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 mis...