Sales Power BI

Power BI, Equities Dashboard Operations Leadership Salesforce Procurement Web Portals Data Analysis Microsoft 365 Prioritization Microsoft Excel Problem Solving Microsoft Teams Accounts Payable Microsoft Outlook Change Management Client Onboarding Influencing Skills Business Valuation Microsoft PowerPoint Full Stack Development Business Transformation Design For Manufacturability, As the Onboarding Specialist, you schedule and meet with new clients via MS Teams. You serve as a trusted advisor to new clients and collaborate with dealerships and internal partners to enable program adoption and growth. You leverage your expertise to offer support to customers and dealers through our PSF support phone line and support email box, when they reach out for assistance.

Key Responsibilities

Sales Growth and Client Onboarding

Support sales teams through reporting, data analysis, and identification of growth opportunities

Assist in onboarding new clients and expanding existing accounts, including training on program processes and tools

Monitor account activity and analyze data trends to identify improvement opportunities

Review accounts identified by Credit as no activity for 12 mos. +, to see if there is an opportunity to get more volume through the program instead of occasional or should be kept open for occasional. Flag account if needed.

New Client Relationship Management

· Serve as the primary point of contact and trusted advisor for new fleets/clients as they are approved and begin to utilize our program for their purchases.

· Alert Volo Group partners (OEM / DFM/ DPM / Mgmt./ Dealers) of New Account Enrollments

· Maintain full ownership of account health, ensuring timely follow-up and resolution of all issues

· Develop an understanding of client business models and procurement and accounts payables processes to anticipate needs and recommend solutions

Planning and Execution

Prioritize workload effectively for client impact and sales growth

Execute on plans, delivering results despite obstacles

Tools and Systems

PSF customer and dealer web portal, MS Great Plains

Power BI for reporting, dashboards, and workload prioritization

Microsoft 365 tools including Excel, Outlook, Teams, PowerPoint, Salesforce, MAPP (Market Area Parts Potential)

Collaboration and Problem Solving

Partner with dealerships, clients, and internal stakeholders to resolve onboarding issues

Influence stakeholders and drive alignment without direct authority to support change management at local sites and dealer rooftops, Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools. Related Jobs Sales Support Representative TEKsystems

Greensboro, NC*On-Site

Sales Power BI Equities Dashboard Operations Leadership Salesforce Procurement Web Portals Data Analysis Microsoft 365 Prioritization Microsoft Excel Problem Solving Microsoft Teams Accounts Payable Microsoft Outlook Change Management Client Onboarding Influencing Skills Business Valuation Microsoft PowerPoint Full Stack Development Business Transformation Design For Manufacturability +0 Login | JoinContact

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That’s the power of true partnership. TEKsystems is an Allegis Group company., Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.