- Manage the Site Survey process from dispatch to quote creation.
- Accurately document all account requirements for proper invoicing and reporting
- Provide regular communications for updates and reporting purposes to customers, dealers, and other members of the company.
- Respond to all inquiries from internal and external customers.
- Provide support to all customers & sales team, collaborating closely with National Account Sales Managers.
- Accurately enter contact data and notes into a database for tracking, analysis, and reporting.
- Manage interface with National Accounts Portals as required by accounts to support sales and service.
- Process customer orders from initial proposal through installation.
- Manage customer support functions as assigned.
- Demonstrate a professional and friendly demeanor to internal & external customers.
- Conduct customers' follow-up to complete invoicing and service provider payments.
- Additional responsibilities as assigned by supervisor.
- Bachelor's degree or equivalent work experience
- Ideally to have 3-5 years supporting National Accounts Customer Service
- Familiarity and competency with data entry
- ERP data management experience (SAP, Salesforce, and CRM a plus)
- Experience in MS office required, strong proficiency in Excel required.
- Strong attention to detail and organizational skills
- Fast and accurate data entry skills
- Strong and effective verbal and written communication skills
- Resourcefulness
- Customer Focus
- Team Player
- Passion
- Integrity
- Analysis Skills
- Detail Oriented
- Organization/Planning
- Oral/Written Communication
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National Accounts Coordinator - Des Plaines, United States - Culligan
Description
Specific Job Function:
Requirements:
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies in this position.