Position Description:
About us:
WM Synergy was founded in 1992 and is headquartered in Houston, Texas, with locations in New York and Canada. Our company brings together a collaborative team of experts, best-in-class ERP solutions, a world-class Partner group, and proven best practices to create tailored solutions that give small to mid-size, growth-focused manufacturing and distribution companies a dynamic advantage now and for the future. We have helped customers improve delivery performance, reduce the cost of sales, increase revenue, improve visibility to key metrics, innovate, as well as provide change management and business process improvements leveraging our unique tools and expertise.
Job Summary:
This position reports to the Customer Success Operations Manager and is a member of the Customer Success Team within the Center of Excellence Business Unit. In this role, you will provide exemplary customer service to WM Synergys internal and external customers.? Customer Success links the needs of the customers to internal sales and service teams through ticket oversite, quote creation, and business development for C & D level customers.?? This critical role, which positions the Customer Success Associate for career advancement within the organization, is crucial for driving the success of our customers and therefore the success of WM Synergy.
This critical role, which positions the Customer Success Associate for career advancement within the organization, is crucial for driving the success of our customers and therefore the growth and success of WM Synergy.
Tactical Responsibilities include but are not limited to:
Quickly resolve or route incoming tickets to the appropriate support team or business unit.
Quote creation & conversion.
Support assigned Customer Success Manager with requests related to customer meetings, support scheduling product demonstrations, and order form creation.
Business Development engagement with C & D Accounts and lead routing to the appropriate Customer Success Manager.
Maintaining C & D customer records within CRM.
Desired Skills:
Strong organizational skills and self-critical.
Proven ability to prioritize in fast paced, dynamic environment.
Motivated for career advancement.
Approaches tasks with energy, enthusiasm, creativity and confidence.
Good problem-solving skills and experience.
Good interpersonal skills with an ability to communicate at all levels of a customers organization to maintain relationships and cooperation in pursuing improvement goals.
Education:
Associate or bachelors degree (BS) preferred, but not required.
Experience:
3-4 years in a customer facing work environment.
Knowledge of CRM and Help Desk Ticketing Systems a plus, but not required.
Business Development experience preferred
Requirements
Must be legally eligible to work in the USA on a permanent basis without sponsorship.
Primarily a remote position but the ability to travel up to 10%, within the USA is required.
Why Work at WM Synergy?
Dynamic and Innovative Environment
Growth and Development Opportunities
Impactful Work
Collaborative Team
Cutting-Edge Technology
Competitive Compensation and Benefits
Work-Life Balance
Diversity and Inclusion
Positive Company Culture
WM Synergy is an equal-opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.