Dealer Onboarding Coordinator

Bath Concepts Independent Dealers · United States · posted 689mo ago

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About this role

Dealer Onboarding Coordinator
Lend Home Improvements | Full-time | Base salary

About Lend Home Improvements
Lend Home Improvements (LHI) provides financing solutions for home improvement contractors. Our dealers — bath remodelers, roofers, and full-service home improvement companies across the country — use our platform to offer their customers financing at the point of sale. We work with multiple lending partners to make sure every dealer has the right program for their business.

About the role
We're hiring a Dealer Onboarding Coordinator to own the dealer experience from the moment they sign to the moment they're trained and processing their first applications.
This is a process and coordination role. You won't be selling, and you won't be building or delivering training content. You'll be the person who moves each dealer through every step of activation, clears the required compliance review, hands them off to training on schedule, and follows up at 30 days to make sure they're actually using the platform.
The dealers we onboard are busy contractors. If we let them sit in limbo for two weeks, we lose them. Your job is to make sure that never happens.

What you'll do
Manage dealer data across our lending platforms

Keep dealer records accurate and current in HubSpot, including platform status, active financing programs, contacts, and account ownership
Move dealer information between our internal systems and our lending partners on a set weekly schedule
Prepare, send, and track partner agreements through DocuSign, and follow up on outstanding paperwork
Track each dealer's lender status and relay account credentials and merchant identifiers between partners
Catch and resolve data problems — duplicate records, mismatched email addresses, missing contacts — before they hold up an activation

Run the compliance review

Schedule and conduct a scripted compliance read-through with each new dealer ahead of their activation date
Submit the required compliance documentation to the appropriate lending partner
Maintain an accurate list of which dealers still need to complete this step

Coordinate the training handoff

Once a dealer is live, send them clear instructions on what happens next and where their platform invitation was sent
Book both training sessions — admin platform training and sales team training — with the correct internal owner
Confirm sessions took place and log the outcome

Own the 30-day follow-up

Check in with every dealer 30 days after activation
Determine whether they're transacting normally, need to be re-engaged, or should be escalated to their sales rep
Report what you find clearly and factually

What we're looking for

Exceptional follow-through. You close loops without anyone having to ask twice.
Strong organizational skills and comfort working in spreadsheets and a CRM every day
Clear, professional written communication — you can write a short email a contractor will actually read on his phone
Accuracy under volume. You notice when two records are really the same company.
Comfortable on the phone with business owners, working from a script and staying on it
2+ years in an operations, onboarding, account coordination, or administrative role

Helpful, but not required