Implementation Specialist - Appleton

Only for registered members Appleton, United States

1 week ago

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Job summary

We enable home teams to replace tedious manual sales steps with a connected streamlined process tailored for in-home sales environments Our offerings include One Click Estimating for quick and accurate estimates professional proposals and payment collection as well as 1LOOK Financing a soft-pull application that matches homeowners with optimal lending options for improved approval rates Integrated with trusted tools like Hover EagleView and leading CRMs our platform ensures continuity and efficiency during the sales process We provide hands-on onboarding expert support to ensure our clients success in the fast-paced home improvement industry

Responsibilities

Kick Off Calls Training of Admin/Office teams covering the back side of the financing process using a premade presentation Complete lender applications on behalf of dealers updating Monday project board for onboarding tracking HubSpot any applicable spreadsheets Communicate via email including scheduling kick off calls sending out onboarding/lender information chasing stips 1LOOK related questions lender questions Configuring lenders Inputting lender account numbers programming 1LOOK with their lender settings User creation Building 1LOOK accounts for new launches Skills required Ability to multitask in a fast-paced environment attention to detail interpersonal skills organizational skills problem solving ability
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