Specific Job Function :

• 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 Culligan.
• Respond to all inquiries from Culligan internal and external customers.
• Provide support to all Culligan customers & sales team. Will work closely w / National Account Sales Mgrs.
• 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 thru 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.

Requirements :

• 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

Competencies :

Resourcefulness Customer Focus Team Player

Passion Integrity Analysis Skills

Detail Orientated Organization / Planning Oral / Written Communication

Last updated : 2024-04-23