Hybrid Account Onboarding Specialist

at ESA - Electronic Security Association

• Job title: Account Onboarding Specialist
• Job type: Full Time
• Experience level: Junior
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Queretaro, Mexico

About the role

• Customer service representative serving as the first point of contact for prospective ADI Global customers. Guiding customers through the ADI account setup process and collaborating with internal teams.

Responsibilities

• 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.
• 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.

Requirements

• 1+ years of experience in a customer service role, handling inquiries, resolving issues, and delivering high-quality client support.
• Advanced English proficiency, both written and spoken.
• Familiarity with the wholesale distribution industry, particularly in security, AV (audio/visual), and low-voltage products.

Benefits

• 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.