Customer Onboarding Specialist

POSITION SUMMARY

Account Services falls within the Sales Operation department of PerfectVision. Within this role you will have a specialized area that most of your time will be spent on.  Each person will be cross-trained in all areas of Account Services to ensure support of our customers in any area needed. This position may be responsible for one or more of the following areas: Logistics, Risk Management, Program Support, Compliance, Customer Onboarding, Receptionist, Collections and Fraud Prevention. 

A qualified candidate for this position may not necessarily meet every requirement as listed in the Essential Functions area below. 

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement 

To perform this job successfully, an individual must be able to perform each essential function and basic duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions and basic duties.

Essential Functions Statement(s) 

• Identify, research, and support accounts in multiple verticals of business. 
• Ability to resolve customer escalations in a timely and efficient manner.
• Strong organizational skills.
• Provide strong customer service experiences with many types of customer groups. 
• Research, organize and resolve commission escalations for partner programs. 
• Manage customer onboarding pipeline of new applications including processing new accounts.
• Maintain company standards of compliance requirements in areas such as Sales Tax, Insurance, Fraud and Program Applications. 
• Verify, classify, track and resolve shipping discrepancies through an internal tickets system. 
• Process all corporate mailings both internal and external. 
• Arrange freight pickups and reroutes as needed.
• Answer and transfer inbound calls.
• Monitor and collect on overdue accounts in a manner that promotes an ongoing business relationship with the customer.
• Verify outbound orders meet both financial and inventory criteria. 
• Control inventory levels of customers across multiple programs.
• Data entry as required for all internal systems and Office programs. 
• Support dealers in areas of their consumer order entry. 
• Facilitate the return of products while maintaining company standards.
• Work with partners such as AT&T, CenturyLink, Frontier, Windstream and others in multiple aspects of business.
• Other duties as needed

POSITION QUALIFICATIONS

Education 

• High School Graduate or General Education Degree (GED)

Experience

• Two to four years related experience in a related role preferred.
• OR Three to five years related experience in a customer service role preferred.
• OR General knowledge of business practices and terms.

Computer Skills 

• Computer literate in a Microsoft Windows environment. 
• Basic to intermediate level of experience using Microsoft Excel. Must have the ability to perform functions such as creating a spreadsheet, formatting a spreadsheet, using the formula bar, and calculating numbers. 
• Basis understanding of Outlook including how to send, forward and reply to incoming e-mail and manage calendar functions.
• General knowledge various standard office equipment including but not limited to multi-line phone and scanner/copier. 

Other Requirements 

• Primary language used to perform this job is English. 
• Proficiency in any foreign language is a plus.