Onboardig & Implementation Specialist / Finance & Sales

This is a remote position.

About the Company

Our client is a leading technology platform transforming the home improvement industry through innovative estimating and financing solutions. Their software helps home improvement companies streamline sales processes, improve financing approvals, and create a more seamless customer experience from estimate to close.

By integrating with industry-leading tools and CRMs, the platform enables sales teams to operate more efficiently while providing customers with fast and flexible financing options. The company is focused on delivering exceptional onboarding, training, and support to ensure long-term customer success.

About the Role

Our client is looking for a highly organized and customer-focused 1LOOK Implementation Specialist to support the onboarding and launch process for new dealers using their financing platform.

This role is ideal for someone who enjoys working directly with customers, coordinating multiple projects at once, leading trainings, and solving problems in a fast-paced environment. The Implementation Specialist will serve as a key partner during onboarding, ensuring dealers are fully configured, trained, and prepared for a successful launch.

What You’ll Do

Customer Onboarding & Project Coordination

• Lead kickoff calls with newly signed dealers to review onboarding timelines, lender setup, training schedules, and launch expectations
• Coordinate onboarding activities and proactively identify potential roadblocks before launch
• Maintain accurate onboarding records within Monday.com, HubSpot, and internal tracking systems

Training & Customer Support

• Conduct virtual admin trainings for dealer office teams using established training materials
• Lead sales trainings for dealer sales teams covering the financing workflow from application submission through loan activation
• Provide ongoing support and guidance throughout the implementation process

Lender Setup & Configuration

• Complete lender applications on behalf of dealers or distribute lender application links when applicable
• Configure lender settings and account information within the platform
• Create user accounts and support launch readiness activities

Communication & Documentation

• Communicate regularly with dealers via email, phone, and Zoom regarding onboarding progress, required documentation, scheduling, and platform questions
• Follow up on outstanding lender stipulations (“stips”) and required documents
• Collaborate internally with implementation and support teams to ensure smooth customer launches.

Requirements

• Strong multitasking and organizational skills in a fast-paced environment
• Excellent written and verbal communication skills
• High attention to detail and follow-through
• Strong interpersonal and customer service skills
• Ability to lead virtual meetings and trainings confidently
• Problem-solving mindset with the ability to adapt quickly
• Comfortable using CRM systems, spreadsheets, and project management tools

Preferred Qualifications

• Experience in customer onboarding, implementation, customer success, or account management
• Experience working in SaaS, fintech, lending, or home improvement industries is a plus
• Familiarity with HubSpot, Monday.com, or similar tools preferred.

Benefits

• Salary: $2,500 - $3,000/Monthly
• 100% Remote from anywhere in LATAM.

Originally posted on Himalayas