• Led end-to-end onboarding and assisted with implementation for a high-volume pipeline of dealership accounts, supporting the deployment of OEM and F&I products while managing contracts, documentation, and system setup in Salesforce and Toro.
• Collaborated with Sales, IT, Operations, and dealership stakeholders to resolve onboarding challenges, streamline implementations, and drive successful activation of OEM and F&I solutions.
• Managed account revisions, product updates, and system enhancements, aligning software configurations with dealership operational requirements and OEM program standards to support successful onboarding.
• Maintained onboarding documentation in SharePoint and coordinated project communications through Outlook and Microsoft Teams, facilitating cross-functional project execution and enhancing customer onboarding and implementation success.
• Maintained strict confidentiality while managing sensitive client data, contracts, financial information, W-9s, and proprietary business documents, ensuring all required documentation was complete, signed, compliant, and ready for activation in accordance with company policies and data security standards.