Customer Onboarding Specialist

Foley Equipment
parental leave, 401(k)
United States, Missouri, Kansas City
Apr 05, 2025
The Customer Onboarding Specialist will be responsible for guiding new and existing customers through the onboarding process for Caterpillar's digital platforms, ensuring they are equipped to successfully use the tools to support their operations and business with Foley. This role involves training customers on Caterpillar-specific systems, providing ongoing support, and collaborating with the Customer Equipment Solutions team to streamline processes related to customer onboarding and connectivity. The specialist will play a key role in ensuring customers understand how to maximize the value of digital solutions while maintaining a seamless experience. What You Will Do In This Role: Provide customer training on Caterpillar and Foley's digital tools and solutions. Address platform-related support requests for customers and resolve issues promptly. Organize onsite visits to promote services and drive parts and service growth. Ensure smooth customer registration for tools and support updates. Track and document customer interactions, requests, and follow-ups in the CRM system for effective management and support. Travel is required for training and/or to assist at other locations. Our Ideal Candidate: Advanced skills in Office 365, web-based applications, ERP systems, and CRM platforms. Open to new ideas, actively giving and receiving feedback, and fostering a collaborative team environment. Excellent oral and written communication, with strong phone prospecting and marketing skills. Creative, with strong problem-solving abilities. Proven experience in teaching new skills and knowledge. Track record of delivering exceptional customer service and building strong relationships. Self-starter and able to drive projects forward with minimal supervision. Valid Driver's License is required What Will Put You Ahead: 2+ years of related sales, customer support, or training experience. Caterpillar-specific knowledge or industry experience What We Can Offer You: Competitive pay to recognize your valuable contribution 401(k) with matching Full insurance benefits Health insurance benefits starting day one of employment for full-time employees Holiday, PTO, and Parental Leave, promoting work-life balance and personal growth Foley Industries - Foley Equipment, Foley Power Solutions, Foley Rental, and SITECH Central - proudly stands at the forefront of progress, serving customers in Kansas and Western Missouri for over nine decades. With a dedicated team of over 1,000 employees, we are committed to delivering exceptional service, top-quality parts and rentals, and unparalleled sales support across a comprehensive range of Caterpillar and allied construction equipment, power generation solutions, and cutting-edge SITECH construction technology. As we continue to empower our customers' success, we invite you to explore the endless opportunities that await you at Foley. To learn more about our company and join our team of industry leaders, please visit www.FoleyEq.com. Foley Industries, Inc. is an Equal Opportunity Employer (Race/Gender/Veteran/Disabled/Sexual Orientation/Gender Identity). To request a reasonable accommodation or assistance in completing the application, call 316-943-4211 or email *careers@foleyeq.com* . *At this time Foley does not participate in any Visa sponsorship programs.