SUMMARY

The Customer Account Representative I is expected to be hands-on and knowledgeable in business systems and products being offered by the business. S/he is primary responsible for ensuring timely processing of order requests with less than 24-hour business day passing quality assurance and expected to participate in the business unit and team's key initiatives supporting goals and objectives.

PRIMARY RESPONSIBILITIES

• Process/manage orders based on performance metrics as defined by leadership team
• Escalates issues and or provide sound recommendation to the Revenue Operations Team Lead or Senior; should be able to provide and develop solution to problems
• Be proactive in addressing concerns and opportunities for improvement
• Responds to internal customers in a timely manner via email/phone/chatter
• Serves as back-up according to business need and support coverage
• Perform Ad hoc related tasks
• Maintain and improve working knowledge of standard legal agreements and required product terms in support of quote generation through trainings and refresher courses
• Review orders for correct product information, pricing, and contract agreements
• Promotes effective collaboration within team members
• Ensures day to day due diligence performance

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• At least with 2 years’ experience in Skilled in Order Management Process / Data Entry Process/CSR/Sales/Retail/Admin
• Proficient knowledge of Microsoft Office with a very strong emphasis in Excel, and the ability to manage large datasets and consolidate into a digestible format with attention to error free detail.
• Strong communication skills, responsive to a variety of requests with a strong ability to multitask. Proactive and a team player.
• Requires someone who thrives in a challenging work setting
• Motivated by continuous learning and can handle high levels of responsibility and accountability.
• The ideal candidate will be skilled in problem-solving, adaptability, and planning/organizing and detailed oriented

PREFERRED KNOWLEDGE/SKILLS/ABILITIES

• Bachelor’s degree preferred background in Business, Marketing or Financial Analysis.
• Proficiency in Microsoft Office applications.
• Analytical mind with problem-solving skills.
• Strong negotiation and excellent communication skills.
• Confidence, assertiveness, and goal-oriented mindset.
• Multitasking ability and organizational skills.
• Must be willing to work onsite 1st 90 days, Hybrid after
• Fixed night shift
• Experience with Salesforce preferred but not required.