New Account Onboarding Specialist
Share
Job Location:
San Luis Potosi - Mexico
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
The representative will serve as the first point of contact for prospective ADI Global customers and determine if they are truly eligible integrator to purchase from ADI. The rep will guide customers through the process of becoming an ADI Global customer as well as work with other ADI teams such as ADI credit and ADI sales to expedite new account verification.
JOB DUTIES:
- 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. Ensure quick and easy sales for new customers.
- 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.
YOU MUST HAVE:
- 2 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.
- Position located in Querétaro
WE VALUE:
- Ability to work in a fast-paced highly matrixed environment.
- Broad knowledge of principles and best practices in customer service.
- Proficient in working both independently and as part of a team.
- An ability to take initiative and work with limited direction.
- Strong attention to detail.
- Experience with Salesforce and Excel including data entry case management reporting and basic data analysis.
WHATS IN IT FOR YOU
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.
The chance to work with a global innovative company shaping the future in its industry.
#LI-CM1
#LI-Hybrid
Required Experience:
IC
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
Resideo offers top-of-the-line home automation solutions to set up your best smart home system, including smart thermostats, security cameras and more.
