Entry Level Client Onboarding Specialist

Open Dealer ExchangeOpen Dealer ExchangeSouthfield, Michigan, United States
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Posted

9/10/2026

Employment

Full time

Range

Check website

Work style

On-site

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AI summary

Core responsibilities

The specialist will guide clients through LMS platform training and migration while managing support cases and adverse action inquiries. They are responsible for maintaining project timelines, tracking client communications, and identifying referral opportunities for compliance solutions.

Requirements overview

The ideal candidate should have strong client relationship skills, excellent phone etiquette, and the ability to work in a structured, performance-based environment. A bachelor's degree is preferred, along with a working knowledge of dealership processes and experience in a client service role.

Key skills

Client relationship managementCommunication skillsCustomer serviceProject managementLMS platform supportProcess improvementDocumentationProblem solvingOrganizational skillsAttention to detailPhone etiquetteTeam collaborationData trackingCompliance solutions

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Education requirements

bachelor degree

About Open Dealer Exchange

Industry

Software Development

Employees

130

Type

Partnership

Size

201-500 employees

Open Dealer Exchange provides specialized software and services that integrate with many dealer management systems and CRMs through our three lines of business: Deal Exchange, Provider Exchange Network, and 700Credit. We are a technology hub focused on transforming the Automotive Finance & Insurance workflow. Based in Southfield, Michigan, Open Dealer Exchange was founded in 2009 by the two premier Dealer Management System providers, CDK Global and Reynolds & Reynolds. This joint venture has allowed dealerships from coast to coast to integrate seamlessly with our nationwide network of auto lenders, aftermarket providers and credit bureaus to streamline the lease and financing process for car buyers.

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Job categories

Customer Service & SupportManagement & LeadershipAdministrative

Description

Description Entry Level Client Onboarding Specialist – JOB DESCRIPTION About 700Credit 700Credit is the industry leader in providing cutting-edge credit and compliance solutions to the automotive sector. As the largest provider in the field, we are passionate about innovation, growth, and delivering the best for our clients. 700Credit is the largest provider of credit and compliance solutions to the automotive industry today. 700Credit is a dynamic, exciting place to work. 700Credit offers an excellent compensation/benefit package. Summary 700Credit is looking for a reliable Entry Level Client Onboarding Specialist to join the team at our headquarters in Southfield, MI. This person will support the training and success of clients on our LMS platform, and manage the migration of dealers to our platform or partner platform. The ideal candidate should have strong client relationship skills, effective communication abilities, and comfort working in a fast-paced, client service environment. This is an entry level position. Responsibilities Guide clients through process improvement: Provide guidance and support on business process improvement and best practices during LMS training and migration to ensure high success and client adoption of the software. Follow migration standards and documentation: Adhere to installation standards, project plans, and related documentation to ensure a high level of success during setup and training. Handle LMS support cases: Manage LMS support related cases as they arise. Handle Adverse Action inquiries: Address Adverse Action letter inquiries from dealer clients' consumers and assist with credit disputes as needed. Coordinate across teams: Exchange routine information with setup, implementation, support, and customer success teams, including priorities, timelines, and issues as they arise. Track client communications: Record all communications with clients for accurate reference and reporting. Drive project completion and satisfaction: Direct and perform follow up as necessary to complete projects and elicit customer satisfaction. Surface referral opportunities: Identify and surface referral opportunities for compliance solutions during dealer interactions. Support team collaboration: Contribute as a positive team member by supporting colleagues in a productive and constructive manner. Manage client migrations end-to-end: Own the migration of existing clients from beginning to end, partnering with management and the broader team to determine client needs. Serve as primary client contact: Act as the main point of contact for clients throughout the migration process. Manage escalations and internal communication: Act as an escalation point for client concerns and facilitate internal communications as needed during the training and migration process. Requirements Required Skills and Experience Experience working in a client service environment strongly preferred, but not required Strong client relationship skills with the ability to manage multiple demands effectively Must be comfortable working in a performance-based and structured environment while demonstrating high ethical standards Strong organizational skills with attention to detail Excellent phone etiquette and customer service abilities Bachelor's degree preferred, or equivalent professional experience Working knowledge of dealership processes and the ability to support best practices around LMS migration and implementation preferred Ability to work independently and as part of a team

Requirements

  • Client relationship management
  • Communication skills
  • Customer service
  • Project management
  • LMS platform support
  • Process improvement
  • Documentation
  • Problem solving
  • Organizational skills
  • Attention to detail
  • Phone etiquette
  • Team collaboration
  • Data tracking
  • Compliance solutions

Benefits

  • Excellent compensation package

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