Dealer Onboarding CoordinatorLend Home Improvements | Full-time | Base salary
About Lend Home ImprovementsLend 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 roleWe'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 doManage 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
Base salary, plus a per-dealer bonus for completing onboarding within the target window.