Onboarding Specialist

Farmington Hills, MI


About Onboarding Specialist

700 Credit is searching for a highly motivated Onboarding Specialist to join our team. As an Onboarding Specialist, you will be responsible for managing the onboarding and migration of our dealers to our 700Dealer platform or partner portal platform. You will be assisting with training on the platforms as well as trouble shooting any issues with existing clients. Ensuring that all activities occur on time, with a high level of dealer satisfaction, is critical.


• Manage the onboarding and migration of existing clients from beginning-to-end.
• Partner with internal management and team to determine needs for clients.
• Provide guidance and support to clients on business process improvement and best practices during migration in order to ensure high success and client adoption of the software.
• Act as the primary point of contact for clients throughout onboarding .
• Act as an escalation point for client concerns and facilitate internal communications as needed during the onboarding process
• Direct and perform follow-up as necessary to complete projects and elicit customer satisfaction.
• Follow installation and migration standards, project plans, and related documentation to ensure a high level of success during the migration process.
• Contribute as a positive member of the team by supporting all members of the team in a productive and constructive manner.
• Track and record all communications with clients.
• Exchange routine information with members of setup, migration and implementation, support team, and customer success including priorities, timeliness and issues as they arise.

Required Skills & Experience

• Experience working in a client service/customer service environment
• Proven ability to maintain focus and work effectively with multiple demands
• Ability to work independently and as a team to accomplish tasks
• Strong client relationship skills
• Must be comfortable working in a performance based and structured environment while demonstrating high ethical standards
• Excellent communication skills both verbal and written
• Must be able comfortable on the phone

Preferred Skills & Experience

• Bachelor’s degree preferred

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Our Hiring Process:


  1. Apply online – just fill out our online form and submit your resume!
  2. Pre-employment testing – A recruiter from our parent company, Reynolds & Reynolds, will reach out to you with instructions to complete a personality and aptitude assessment. These tests can be completed online in the comfort of your own home.
  3. Recruiter Phone Screen – A recruiter from Reynolds & Reynolds will conduct a phone screen to ask more in-dept questions about your skills and experience, ensuring we find the perfect match for you.
  4. Interview – Once you have been matched to the perfect role, you will be contacted by the Open Dealer Exchange team to schedule an interview with the hiring manager. This is your chance to have all of your questions answered!
  5. Offer & Background Check!