Technical Setup Specialist

Accountabilities:

• • Serve as the primary initial point of contact for new customers throughout the technical implementation and setup phase.
  • Lead customer kickoff calls, establish implementation timelines, communicate requirements, and manage follow-ups through completion.
  • Configure and connect customer dealership management systems (DMS) and scheduling tool integrations, ensuring accurate technical setup.
  • Troubleshoot initial scheduling and integration issues, identify configuration gaps, and implement appropriate solutions.
  • Update customer configurations and process historical data through the platform’s backend systems.
  • Schedule test appointments and conduct pre-launch checks to verify that integrations and configurations are working correctly.
  • Launch customer locations so outreach and operational workflows can begin successfully.
  • Maintain proactive communication with customers regarding timelines, deliverables, outstanding requirements, and next steps.
  • Document technical setup procedures, workflows, and solutions to strengthen internal knowledge bases and implementation playbooks.
  • Provide Customer Success with a comprehensive configuration summary and ensure a smooth, well-documented handoff following implementation.

  Requirements:

  • 2+ years of experience in technical onboarding, software implementation, project management, IT support, or a related technical customer-facing role, preferably within SaaS or automotive technology.
  • Strong understanding of software configuration, APIs, integrations, and technical workflows.
  • Familiarity with dealership management systems (DMS), automotive CRM platforms, or related dealership technology is a strong advantage.
  • Clear, professional written and verbal communication skills, with the ability to explain technical concepts to customers and internal stakeholders.
  • Strong organizational and project management skills, including the ability to manage several customer setups and competing deadlines simultaneously.
  • Comfortable working in a fast-paced, customer-facing environment where priorities can evolve quickly.
  • Strong troubleshooting and problem-solving abilities, with a methodical approach to identifying and resolving technical issues.
  • Experience with CRM platforms such as Salesforce or HubSpot is a plus.
  • Ability to take ownership of implementation projects while collaborating effectively with Customer Success, Sales, vendors, and customers.
  • Legally authorized to work in the United States; employment-based U.S. visa sponsorship is not provided.

  Benefits:

  • Competitive base salary of $65,000–$70,000.
  • Medical, dental, and vision insurance.
  • 401(k) plan.
  • Equity benefits.
  • Paid time off, including vacation, sick leave, and paid holidays.
  • Career growth and advancement opportunities.
  • Ongoing training and professional development.
  • Supportive, collaborative, and creative team environment.
  • Remote work within the United States.
  • Opportunities to contribute to processes, planning, decision-making, and company culture.