New Account Onboarding Specialist II

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:

• Excellent communication skills, advanced usage of the English language inclusive of written and verbal communication
• +1 year in a similar Customer service position.
• Microsoft Excel knowledge
  

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.

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.

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