CRM Onboarding Specialist

About Vehlo:

We started Vehlo in 2019 with a simple goal: to be the industry’s favorite provider of repair shop technology.

Across every part of the auto repair industry, Vehlo is igniting vehicle service success with software and financial solutions that unlock your potential. Our founder-led products power the entire service lane experience and keep customers coming back with streamlined tools that help you handle communication, workflow automation, touchless payments, valet pickup, and much more. We’re out to simplify the customer journey from start to finish and give power back to the people under the hood, making their jobs easier and your shop more profitable —just ask our over 30,000 customers, who generate more than 60M annual repair orders, and process over $12B in payments volume annually. At Vehlo, our only purpose is your success, and together, we’re reaching your goals faster than ever.

Being a Veep comes with more than a comprehensive benefits package—our biggest benefit is opportunity: Opportunity to make an impact, opportunity for growth, and opportunity for recognition and rewards. This is not a mega-corporation where you wonder what people are doing all day - every Veep is moving the ball forward day in, day out for our customers or for each other.

About the Role:

We’re looking for a CRM Onboarding Specialist to support the Aftermarket division with the implementation, configuration, and ongoing management of workflows on behalf of our customers within the Vehlo CRM platforms.

You’ll work closely with our customer base and the customer success teams to deliver a positive seamless experience during onboarding.

What You’ll Do:

• Own the initial setup of CRM and online service scheduler for new customers, ensuring templates, triggers, and logic are properly implemented. Continue to provide support and check on customers throughout the relationship.
• Provide guidance and recommendations to our shop owners on how to leverage their CRM software to drive new customer acquisition, repeat customers and upsell their services.
• Be the go-to resource for email and CRM execution across Aftermarket product lines.
• Adapt and expand role responsibilities as business needs evolve and new CRM technologies emerge
• Primary point of escalation for product & customer issues for those using OSS CRM.
  
  

Travel Requirement: less than 5%

Duties, responsibilities, and activities may change at any time with or without notice, in accordance with applicable laws.

Qualifications

What You Bring:

• 2 years of experience in CRM management, email automation, or digital marketing execution
• Strong understanding of customer segmentation, lifecycle automation, and campaign optimization.
• Detail-oriented with experience managing multiple projects in a fast-paced environment.
• Familiarity with HTML for email formatting and editing a plus.
• Experience supporting customer success or onboarding teams preferred.
• Excellent communication skills and a collaborative mindset
  
  

Eligible employees may receive:

• Medical, dental, vision, and life insurance
• 401(k) with company match
• Paid time off and holidays
  
  

Compensation is based on experience, knowledge, and skills and represents a good faith estimate in accordance with applicable laws.

Work Environment & Physical Requirements:

This role may be performed in a remote, hybrid, or office-based environment depending on business needs.

• Ability to remain in a stationary position (sitting or standing) for extended periods
• Ability to operate a computer and standard office equipment (e.g., keyboard, mouse, headset)
• Ability to view and interpret information on a computer screen for extended periods
• Ability to communicate effectively via phone, video, and written communication
• Ability to participate in virtual meetings with or without reasonable accommodation
  
  

Remote Work Expectations:

• Maintain a dedicated, safe, and distraction-free workspace
• Reliable high-speed internet connection sufficient for video conferencing and job-related systems
• Ability to maintain productivity in a remote environment
• Must reside in a state where the company is authorized to employ workers
• Must be able to work core hours
  
  

Additional Information:

• Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
• Employment may be contingent upon a background check in accordance with applicable laws.
  
  

Note: This job description is intended to outline the general responsibilities and requirements of the role. It is not an exhaustive list of all duties, tasks, or responsibilities that may be required. Responsibilities and priorities may evolve over time, and the company reserves the right to make changes at any time with or without notice.

Vehlo is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Vehlo makes hiring decisions based solely on qualifications, merit, and business needs at the time.