Customer Onboarding Specialist - CUSTO004809

Would you like to be part of a focused, dedicated team? Do you want to

work and grow with other motivated, ambitious people?

Wagner Equipment Co. offers challenging career opportunities, extensive

training and employee development along with an opportunity to grow your

career and thrive under Wagners reputation for excellence. We offer excellent

benefits and supply you with the tools you need to maximize your potential and

grow within Wagner.

Benefits Include

Paid Time Off (PTO) Plan - Up to 96 hours of PTO in your first year + 8

company paid holidays

Medical, dental, and vision insurance

Life and AD&D Insurance

Retirement Plans - 401K and Roth 401K , eligible employees can receive a

company contribution up to 7%

Tuition Reimbursement

Employee Assistance Program (EAP)

CEFCU- Citizens Equity First Credit Union - Employees have access to services

include payroll deductions savings, accounts, loans, VISA card, and more.

Additional Benefits include: Unum Supplemental life Insurance, Aflac

Critical Illness + Accidental Insurance, ID WatchDog and discounted

employee phone plans.

Wagner has been selling and renting quality CAT machines used in heavy

construction, building construction, mining, waste handling, paving,

municipal and governmental applications, forestry and more. With locations

in Colorado, New Mexico, and far west Texas, we are a CAT equipment

dealer that prioritizes customer service while boasting a vast inventory to

make sure our customers get the equipment, parts, and repair service they

need.

Wagner Equipment Company is seeking a motivated and experienced Customer

Onboarding Specialist to join our sales team. If you are selected for this

role, you will be responsible for onboarding new customers to Wagner

Equipment and the Caterpillar digital platforms to ensure customers

effectively use the available digital tools for operational success. The

Customer Onboarding Specialist will train new and existing customers on

Parts.Cat.com, Vision Link, Cat card and any additional digital solutions

to support their operations and drive ease of doing business with Wagner,

leading to improved customer satisfaction and retention.

Additionally, the specialist will collaborate with internal teams to refine

onboarding processes, assist with customer connectivity, and support the

broader Customer Experience (CX) team by acting as a CX expert. The

onboarding specialist will be available to assist with any and all other

Customer Experience duties and support the CX manager driving a

customer-centric culture within the organization. This position reports to

Kestly Miller, the Customer Experience Manager.

Pay Range:$56,000.00 - $73,000.00 Annually

Pay range is dependent upon education & experience.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities

To Perform These Essential Functions.

Guide customers through the onboarding process, ensuring smooth

introductions to Wagner Equipment, its products, and digital solutions.

Conduct training sessions for customers and sales teams, educating them on

the use of PCC, VisionLink, Cat Card, and other digital tools.

Monitor customer usage and engagement with digital platforms, providing

actionable insights to optimize their experience and ensure continued success.

Act as a customer advocate within the organization, ensuring their feedback

informs product and service improvements.

Build and maintain strong relationships with customers and internal teams to

understand customer needs and promote long-term success.

Oversee the onboarding process, including customer registration, account

setup, and ensuring customers have access to necessary tools.

Collaborate with internal teams to troubleshoot and resolve any issues related

to digital solutions.

Long term: Engage in customer site visits to promote additional services,

drive parts and service growth, and further strengthen customer relationshi s.

Other duties as assigned by manager.

Basic Requirements

Must be legally authorized to work in the United States on a full-time basis

for anyone other than current employer

3+ years of experience in customer success, onboarding, or related roles.

Proficient in using systems and software, including Office 365, CRM

platforms, and other customer success tools.

Strong communication and interpersonal skills, with a proven ability to

engage and educate customers.

Excellent problem-solving skills and a proactive, solution-oriented approach.

Experience working with CRM software and customer success tools

Strong communication skills, both verbal and written, including the

ability to deliver clear, concise training and presentations.

Commitment to safety, adhering to the companys Safety begins with me culture.

Willing and able (with or without reasonable accommodation) to travel up

to 50% (local day trips 30%; overnight 20%).

Preferred Qualifications

Bachelors degree in Business, Marketing, or a related field

Customer-focused mindset with a passion for delivering exceptional,

consistent service.

Ability to multitask and stay organized, managing multiple customer

onboarding processes simultaneously.

Sales and marketing skills to creatively reach prospects, identify key

decision-makers, and overcome objections.

Excellent problem-solving skills and a proactive approach to customer issues

and needs.

Ability to work collaboratively and build positive relationships across teams

and departments.

Strong presentation skills, comfortable with both virtual and in-person

presentations.

Accountability in owning tasks and resolving issues.

Physical Demands & Competencies

Standing, walking, talking, sitting, use of hands & hearing

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities