Customer Account and Sales Coordinator

The McPherson Companies•Atlanta, GA

22h•Onsite

About The Position

General Summary: The Fleet Card Customer Account and Sales Coordinator performs various responsibilities involved around account management and sales support of Fuelz Fleet Card. Primary Responsibilities and Duties: Manage existing customer base to ensure accurate and timely resolution of service issues Answer inbound customer calls regarding Fuelz Fleet Card Promote good customer service in each customer contact to achieve outstanding customer satisfaction Act as a liaison between customer, outside sales force and vendor Provide sales team with rankings, volume decrease lists, and commission reports Administer Fleet Card vendor system and technology Communicate with internal customers in a clear manner regarding new account setup completion, via email and phone Review and correct errors on accounts setups as identified Coordinate with internal customers regarding missing or incomplete information prohibiting an account setup from being completed Initiate first contact with customer following the setup of a new account (First Touch program) to review account details to ensure ordering, delivery, billing, and payment accuracy Process new credit accounts, approvals, and credit line extensions for Fuelz Fleet Card customers Pull credit agency reports for new and existing Fuelz Fleet Card accounts Manage the aging of current Fuelz Fleet Card portfolios Maintain the logging and tracking of Fuelz Fleet Card credit accounts Communicate with Sales department in regards to credit of Fuelz Fleet Card accounts Responsible for the completion of any special projects or the assignment of other duties as requested by management Position Requirements: High school graduate required. College courses preferred. Minimum of three years of sales administration and/or customer service experience Marketing or relationship management experience a plus Strong business management and financial skills Ability to make independent credit decisions with limited supervision Experience with establishing new customer setup and required paperwork and processes Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction while ensuring quality standards are met Proven data entry skills, attention to detail, and accuracy Ability to think critically and bring fresh perspective and ideas to the team Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction while ensuring quality standards are met. Ability to troubleshoot and coordinate multiple tasks while meeting deadlines Commitment to meeting the expectations and requirements of internal and external customers with a good sense of urgency Position Competencies: Ability to work in a fast-paced environment, performing multiple duties/tasks within defined deadlines Ability to work independently as well as with a team Demonstrate a professional and positive attitude during all internal and external customer interactions Effectively represents the company and responsive to the needs of internal and external customers Proven ability to prioritize and complete position responsibilities within the timeframe allotted Self-driven and motivated individual with excellent planning and organizational skills Proven precision and attention to detail with a high level of accuracy Advanced computer skills and knowledge of Microsoft Office software. Previous sophisticated ERP system experience a plus Excellent interpersonal, written and verbal communication, and listening skills Proven experience identifying problems of varying complexities and finding effective solutions with few guidelines Sense of commitment with strong follow up skills Working Conditions: The work of this position is performed in a controlled office environment. This position requires the ability to work under pressure and communicate with a diverse population including other employees, customers, vendors, etc. This position also requires prolonged periods of sitting in a regular seated position as well as the use of general office equipment including phones, printers, computers, (mouse, keyboard, etc.) The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the associate a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position. The McPherson Companies, Inc. is an Equal Opportunity Employer M/F/Vets/Disabled.

Requirements

High school graduate required. College courses preferred.
Minimum of three years of sales administration and/or customer service experience
Marketing or relationship management experience a plus
Strong business management and financial skills
Ability to make independent credit decisions with limited supervision
Experience with establishing new customer setup and required paperwork and processes
Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction while ensuring quality standards are met
Proven data entry skills, attention to detail, and accuracy
Ability to think critically and bring fresh perspective and ideas to the team
Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction while ensuring quality standards are met.
Ability to troubleshoot and coordinate multiple tasks while meeting deadlines
Commitment to meeting the expectations and requirements of internal and external customers with a good sense of urgency
Ability to work in a fast-paced environment, performing multiple duties/tasks within defined deadlines
Ability to work independently as well as with a team
Demonstrate a professional and positive attitude during all internal and external customer interactions
Effectively represents the company and responsive to the needs of internal and external customers
Proven ability to prioritize and complete position responsibilities within the timeframe allotted
Self-driven and motivated individual with excellent planning and organizational skills
Proven precision and attention to detail with a high level of accuracy
Advanced computer skills and knowledge of Microsoft Office software.
Previous sophisticated ERP system experience a plus
Excellent interpersonal, written and verbal communication, and listening skills
Proven experience identifying problems of varying complexities and finding effective solutions with few guidelines
Sense of commitment with strong follow up skills

Nice To Haves

Marketing or relationship management experience a plus
Previous sophisticated ERP system experience a plus

Responsibilities

Manage existing customer base to ensure accurate and timely resolution of service issues
Answer inbound customer calls regarding Fuelz Fleet Card
Promote good customer service in each customer contact to achieve outstanding customer satisfaction
Act as a liaison between customer, outside sales force and vendor
Provide sales team with rankings, volume decrease lists, and commission reports
Administer Fleet Card vendor system and technology
Communicate with internal customers in a clear manner regarding new account setup completion, via email and phone
Review and correct errors on accounts setups as identified
Coordinate with internal customers regarding missing or incomplete information prohibiting an account setup from being completed
Initiate first contact with customer following the setup of a new account (First Touch program) to review account details to ensure ordering, delivery, billing, and payment accuracy
Process new credit accounts, approvals, and credit line extensions for Fuelz Fleet Card customers
Pull credit agency reports for new and existing Fuelz Fleet Card accounts
Manage the aging of current Fuelz Fleet Card portfolios
Maintain the logging and tracking of Fuelz Fleet Card credit accounts
Communicate with Sales department in regards to credit of Fuelz Fleet Card accounts
Responsible for the completion of any special projects or the assignment of other duties as requested by management