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New account onboarding specialist

Santiago de Querétaro, Qro
Resideo
Publicada el 7 diciembre
Descripción

Description


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.

what's 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

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