Trucksmarter - Chicago, IL
posted about 2 months ago
At TruckSmarter, we are on a mission to reshape the logistics industry, which is one of the largest sectors globally, contributing significantly to the economy. As an Onboarding Specialist, you will play a pivotal role in managing the initial relationship with new Factoring customers. Your primary responsibility will be to ensure a seamless transition from the Sales team to Account Management, setting the stage for long-term success for our new carriers. This position is crucial as it directly impacts customer satisfaction and retention, which are vital for our growth and success in the competitive logistics landscape. In this role, you will be responsible for developing and maintaining strong relationships with new customers, effectively curating a Book of Business. You will need to stay informed about the latest trends, regulations, and best practices in the logistics industry, particularly concerning factoring and alternative financing solutions. Your ability to manage, track, and report on onboarding activities using Salesforce will be essential in hitting assigned Key Performance Metrics that contribute to the overall success of the Sales teams. Collaboration is key in this position; you will work closely with Sales Executives and Account Management teams to refine onboarding strategies and identify opportunities for improvement. Your proactive approach will help in developing efficient and repeatable methods for scaling factoring adoption among new customers. This role is ideal for someone who is customer-obsessed, eager to learn, and comfortable navigating ambiguity across various projects. As part of a lean team, your contributions will have a significant impact on the company's performance and growth.