Client Relationship Specialist

Corodata Careers•Poway, CA

3d•$27 - $30•Onsite

About The Position

Reporting to the Client Relationship Manager, the Client Relationship Specialist is responsible for assisting with maintaining excellent relationships with both external and internal customers as well as providing Accounting support functions. Under the supervision of the Client Relationship Manager, the Client Relationship Specialist will assist in maintaining excellent customer relationships with both external & internal clients. The Client Relationship Specialist will assist in maintaining the CRM program via timely responses to client requests including agreements, rates, inventories, estimates, service issues, procedural questions and other client requests. This position is also responsible for reporting and escalating any issues to their manager. This position may participate in weekly team training.

Requirements

ORGANIZATION SKILLS - Organization skills, attention to details, and the ability to prioritize in a changing environment.
LANGUAGE SKILLS - Ability to read and interpret documents written in English such as procedures, work instructions, and timesheets. Ability to effectively communicate with customers and coworkers.
MATHEMATICAL SKILLS - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
REASONING ABILITY - Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
COMMUNICATION SKILLS – Ability to effectively communicate with potentially stressful and/or emotional situations. Outstanding customer oriented skills.
OTHER DUTIES : Understanding of Generally Accepted Accounting Principles. Capability of effective planning and priority setting. Must be able to work independently and practice critical thinking.
Must be able to ensure the accuracy of the work product.
Very attentive to detail. Ability to write professional letters and emails to clients. Ability to manage several complex projects simultaneously while working under pressure to meet deadlines.
Ability to consistently meet daily, weekly and monthly deadlines. Comfortable working with customers as well as sales, accounting and other departments. Ability to work effectively in a team environment as a positive team player. Requires effective decision-making skills for handling customer and teammate escalations. Calm, professional demeanor, thoughtful response capability that displays the ability to treat everyone with respect and arrive at win-win solutions. Ability to handle and safeguard sensitive and confidential information required.
High School Diploma or GED equivalent required or an equivalent of education and work experience.
One (1) to three (3) years customer service experience in a call center or office environment.
Intermediate MS Excel.
Proficient in MS Office.
Proven ability to work effectively with others in a team environment.
Must have a valid CA Driver’s license and driving record that meets our insurance carrier’s requirements.

Nice To Haves

Bachelor’s degree in Accounting.
Two (2) years’ experience of accounting.
Familiarity with Great Plains and billing systems software.

Responsibilities

Respond to client inquires input into the CRM application.
Assist client with audit requests for special reporting, i.e. SSAE compliance.
Proactively contact small to medium carton count customers.
Strategically move the Happiness Measurement Bar in the CRM application for assigned accounts.
Maintain and input results of client relationship activities in CRM application to capture new contacts and client interactions.
Assist with pricing application.
Assist with auditing client agreements.
Assist clients with any inquiries regarding their services including but not limited to: billing/invoices, payment histories and reconciliations, rate history, historical service activity and service issues.
In order to complete tasks, learn the needed sections of various company computer applications such as CRM, Great Plains, RSSQL, EZ Shred, C Production data and RS Pricing.
Escalate and/or seek advice from the CRM Manager for any unsolved situations or complaints from customers.
Support Sales and Account Managers efforts by researching, compiling, summarizing and sharing various matrix information regarding our clients.
Assist with preparing warehouse adjustments that arise from addressing client concerns / issues.
Interact with other departments such as Operations and Finance relating to client transactions and record relevant information in CRM. Create tickets in CRM application as needed. Process customer communications via letters and email.
Perform work with quality, efficiency and safety at all times.
Foster positive relationships with customers to build trust and rapport.
Maintain and input results of client relationship activities in CRM application to capture new contacts and client interactions.
Assist with client inquiries and answer client questions with regard to payment history/balance, account updates, and customer service issues.
Assist with answering CC/Statement lines. Requires flexibility to adapt to changing customer and staffing needs, with a cooperative attitude.
Customer interface – including but not limited to processing transactions and customer requests.
May greet customers for client access to collect payment.
Answers calls for Accounting department, such as, process payments, customer service, routes to appropriate personnel.
Must be courteous, helpful, and professional to all existing and potential internal and external customers.
Provide input and direction to teammates on enhancing customer service.
Promote Corodata’s Mission and Vision Statements.
Continuously promotes compliance with company policies and procedures.
Adhere to meal and rest periods per Company policy.
Other accounting-related functions as needed to meet business needs and requirements assigned.
Works with confidential data, which, if disclosed, might have a significant internal or external effect.