Implementation Specialist

Overview

One Click Contractor is a leading platform revolutionizing home improvement sales with efficient estimating and financing solutions. We enable home teams to replace tedious manual sales steps with a connected, streamlined process tailored for in-home sales environments. Our offerings include One Click Estimating for quick and accurate estimates, professional proposals, and payment collection, as well as 1

LOOK® Financing, a soft-pull application that matches homeowners with optimal lending options for improved approval rates. Integrated with trusted tools like Hover, Eagle View, and leading CRMs, our platform ensures continuity and efficiency during the sales process. We provide hands-on onboarding and expert support to ensure our clients  success in the fast-paced home improvement industry.

Who our customers are:
Home improvement companies (referred to as dealers). Implementation also works closely with lenders.

• Kick Off Calls (1-4/week):
  Calls with newly signed dealers to go over the next steps in setting up their lenders, scheduling trainings, uncovering any challenges/puzzles that need to be figured out ahead of their launch.
• 1
  
  LOOK Admin Trainings (1-4/week):
  Training of Admin/Office teams covering the back side of the financing process using a premade presentation.
• 1
  
  LOOK Sales Trainings (1-4/week):
  Training of the dealer sales team covering the front end of the financing process from taking the application to activating loans using a premade presentation.
• Stip chasing:
  Lender applications require certain documents (stips) and information. Stip chasing is mainly done via email but sometimes calling is necessary.
• Lender applications:
  Completing lender applications on behalf of dealers using the information they provided OR sending out application links when it applies.
• Documentation:
  Updating the Monday project board for onboarding tracking, Hub Spot, and any applicable spreadsheets.
• Communicating with dealers:
  Most happens via email – includes scheduling kick off calls, sending out onboarding/lender information, chasing stips, 1
  
  LOOK related questions, lender questions.
• Internal team meetings:
  Pipeline (updates on who is in the loop and any roadblocks), others as needed.
• User creation:
  Building 1
  
  LOOK accounts for new launches.
• Configuring lenders:
  Inputting lender account numbers and programming 1
  
  LOOK with their lender settings.

Ability to multitask in a fast-paced environment; attention to detail; interpersonal skills to communicate via email, phone and on Zoom meetings; organizational skills; problem solving ability.

This position is hybrid/remote. You will work with a talented team that is highly supportive and interactive using the best of breed technology and tools for communication, project management and customer service.