Customer Onboarding Specialist (Finance)
Company Details
Shift your career into high gear with NMC.As Nebraska's CAT dealer, NMC Cat has been serving its loyal Caterpillar customer base for over 85 years. NMC Cat is focused on providing a comprehensive line of capital equipment solutions to the many industries we serve. Our employees enjoy a relaxed culture with competitive compensation, a comprehensive benefits package, and an inspiring culture.
Position Overview
The Customer Onboarding Specialist will be responsible for onboarding new customers & existing customers to the Caterpillar digital platforms to drive success with the tools as well as other solution offerings from NMC CAT. 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 NMC CAT. This position will also be responsible for supporting the Digital Team for processes related to customer onboarding and connectivity. This person will be based out of the Omaha dealership but will travel to customers across Nebraska. Some overnight travel will be required.
Primary Responsibilities:
- Educate and train customers & NMC Cat teams on Cat Digital Solutions, including but not limited to: Parts.Cat.com, Cat Central, Cat Inspect, SIS2GO, Vision Link & Cat Card
- Manage and oversee customer onboarding process for their targeted customers to assist them with registration and obtaining Cat log in credentials (CWS ID)
- Support customer requests for access to Vision Link, Cat Central, Parts.Cat.com, Cat Inspect and SIS2Go
- Support customers that have login issues and help resolve customer issues in the Cat digital platforms
- Schedule and manage onsite visits with customers to help train and onboard customers to the Cat digital ecosystem. Discuss and understand customer needs to drive parts and service growth
- Help manage requests from CAT Digital for support issues
- Track customer requests, visits, conversations and follow ups within CRM system
- Follow up with customer with an established cadence of touchpoints to ensure understanding, customer satisfaction & if additional training is needed
- Serve as the trainer to external customers on Cat technology products. This consists of a full walk through and demonstration.
About NMC CAT
At NMC Cat, we will provide you with a different set of tools to help you advance your career. We take pride in developing strong relationships with our employees and are a company people are proud to work for. We create a work environment that promotes training and development as well as opportunities for employees to reach their professional goals.
BENEFITS:
- Medical (and FSA/HSAplans), Dental, Vision Insurances
- Paid Vacation and Holidays
- Company-paid Basic Life Insurance
- Supplemental Term Life Insurance
- 401(k) with Profit Sharing
- Tuition Reimbursement and In-house Training Dept.
- Paid Military Leave
- Short and Long-Term Disability
- Safety Glasses and Boot Program
NMC Cat is an equal opportunity employer and affords equal opportunity to all applicants for all positions. NMC Cat shall abide by the requirements of 41 CFR ยงยง 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
* The job duties listed in this job posting do not constitute a complete and exclusive list. NMC Cat further reserves the right to modify job duties, at any time and in its sole discretion, to meet the needs of the Company.
