About The Position

The Coordinator is responsible for the update process to new releases available. New release updates include contacting the customers about the new release availability and tracking each step in Salesforce; validated the customer’s eligibility to receive new release based on contract status; coordinating with the technical team the installation, as well as to inform account managers of status as well as possible business opportunities.

Requirements

  • College degree preferred
  • Fluent in English and Spanish (French a plus)
  • At least 1 year of customer service experience
  • General Microsoft Windows experience
  • Knowledgeable with Microsoft Office products (Word, Excel, and Outlook)
  • This position requires a motivated self-starter with strong communication skills (English and Spanish) and strong customer service skills.
  • Ability to navigate a computer and input data into a data entry program.
  • Excellent verbal and written skills in English and Spanish or French
  • Familiarity with Salesforce and SAP or similar CRM system
  • Excellent listening, organizational, analytical, and problem solving skills
  • Strong team player with an ability to work effectively across departments and functions
  • Capacity to learn quickly and adapt to changing priorities
  • Positive demeanor in dealing with internal and external customers in fast-paced and sometimes stress-filled interactions
  • Possess excellent communication skills, both written and verbal
  • Excellent attention to detail

Responsibilities

  • Coordinate with SW Call Center Manager and Marketing team new release roll outs
  • Create follow-up email template to inform customer about new release / new functionality and necessary Hardware Requirements
  • Proactively follow up with evolution contract customers about new releases available
  • Inform account manager of customers update interest and about the training needs that come with the new release as applies
  • Track the entire update process per customer in Salesforce
  • Verify customers installed base if correct and associated contract status
  • Define which new Software packaged the previous Software packages migrate to; request licenses necessary for the update through Oracle, cut the licenses and assure that installed base is up to date
  • Update hardware keys if needed; Ship Key, licenses and software
  • Dispatch customer updates to proper technical team member for the installation
  • Monitor customers update process
  • Once update is completed, communicate to Account Manager to follow up on training needs
  • Monitor and report on monthly bases update process per application, per country (US, CN and MX).
  • Coordinate new software sales installations
  • Assure all maintenance licenses and reporting licenses for cutters are shared with the customer in a timely manner and tracked in sales force
  • Monitor on a weekly bases all expiring licenses and assure the customers will have the needed valid licenses in place
  • Other administrative customer service duties as assigned.
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