Job Directory New Accounts Specialist

New Accounts Specialist
Dallas, TX

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Job Description


Position Summary

The position is responsible for setting up new Inventory+ Customers. This includes the core application as well as the additional products/features. The New Accounts Inventory Builder will be the single point of contact for the customer during the onboarding process, working with the customer and a team of resources towards the configuration of DealerSocket's Inventory Product.

Essential Duties and Responsibilities

* Complete complex tasks related to the initial set-up, build, and customer training of products
* Manage the project from initial set-up to installation and provide customer follow-up for a period of time post go-live
* Perform transitions calls with new customers with sales representative
* Guide the customer to adhere to product best practices in the configuration of their products
* Gather, develop, and document build requirements based on the customer's specifications
* Work directly with a team of resources to determine deliverables, schedule product launches, and determine final outcomes for the project
* Assist customers in completing the initial set-up for various DealerSocket products
* Coordinate getting training material to customer
* Coordinate with customer and internal teams to ensure all build timelines are met
* Coordinate and conduct handoff to onsite consultation team upon completion of all setup tasks Document project progress throughout the lifecycle of the builds
* Work independently under general supervision with minimal directions
* Assist customers in completing the Site Set Up Documents
* And other duties as assigned

Basic Qualifications

Preferred but Not Required Skills/Experience:

* 2+ Years of experience working directly with customers
* 1+ years of experience managing projects
* Bachelor's Degree
* Proficient in Microsoft Office Suite
* Experience presenting both to groups and one-on-one
* Demonstrated communication skills
* Demonstrated Ability to communicate effectively over the phone

Preferred Skills and Experience

* Bachelor's degree or equivalent work experience
* Experience in the automotive industry
* Experience with Salesforce
* Ability to work in a fast-paced office environment.

Physical Demands

Typically requires sitting, speaking, and computer use for extended periods of time.


* Medical, Dental, Vision, 401k
* Company-paid Life & Disability Insurance
* Paid Vacation, Sick Days & Holidays
* Paid Parental Leave
* Wellness Program that pays up to $200 per year
* Collaborative & Open Office Environment


DealerSocket is a leading provider of software for the automotive industry. Our mission is to drive the future of automotive, by simplifying the experience for its customers and partners with a suite of seamlessly integrated products. DealerSocket's suite of products includes advanced Customer Relationship Management (CRM), innovative Digital Marketing and Websites, robust Vehicle Inventory Management, insightful Analytics Reporting, and solutions to streamline dealer operations such as Desking, Credit Reporting, Compliance, and a Dealer Management System (DMS) for dealers of all sizes. To put it simply: we help dealers sell and service vehicles more profitably, while improving their customers' experience. The DealerSocket Team is more than 1,000 employees strong, serving nearly 8,000 dealerships. Visit to learn more about how you can join our winning team!

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