Customer Onboarding Specialist

H.O. Penn Machinery
 HIRING IMMEDIATELY
 Customer Onboarding Specialist 
 Poughkeepsie, NY

Pay: $20-$22/hour (dependent on prior relevant experience)

Bonus: 5% bonus potential

Benefits:

• Medical/dental/vision insurance
• 401(k) with company match
• Company provided laptop

Key Qualifications:

• Strong customer service skills, including effective email and phone communication
• Ability to multitask, and work on multiple customer requests at a time
• Advanced computer skills, and comfortability with learning new systems
• Strong organization and time management skills, especially with timely customer follow-up
• Capability to learn various digital solutions, and comfortability to educate internal/external customers 

Responsibilities

Superior Onboarding Experience for our Customers

• Identify Customer Onboarding Opportunity through New Machine Sales and Customer Requests
• Manage customer requests for access to Vision Link, Cat Central, SOS, Cat Inspect and SIS2Go   
• Create Cat Web Security (CWS) IDs for all new users
• Manage Cat Customer Identification Numbers (CCIDs)
• Follow-Up with Customers After Onboarding to Ensure Application Adoption and Utilization

Ease of Doing Business with H.O. Penn driven by the Support of Customer Digital Solutions

• Educate and Train Internal and External Customers on Vision Link, Cat Central, SOS, Cat Inspect, and SIS2Go 
• Support Customers that have Login Issues and Help Resolve Issues in the Caterpillar Digital Platforms to Drive Parts and Service Growth 
• Manage Requests from Caterpillar Digital for Support Issues 
  

Management of Product Link Devices on Customer Assets

• Activate Product Link devices on all Construction and EPG assets
• Ensure Digital Authorization Forms are collected and uploaded into the required systems 
• Manage all Customer Connectivity Subscriptions to Reduce Expense to the Company

Qualifications:

• Strong customer service skills, including effective email and phone communication
• Ability to multitask, and work on multiple customer requests at a time
• Advanced computer skills, and comfortability with learning new systems
• Strong organization and time management skills, especially with timely customer follow-up
• Capability to learn various digital solutions, and comfortability to educate internal/external customers 

Physical Requirements:

• Standing and/or sitting for prolonged periods of time
• Hand coordination (typing and writing)
• Occasional forward bending and reaching
• Occasional walking and climbing stairs
• Carrying (up to 20lbs.)
  
  

Reasonable accommodations made as needed.