Customer Engagement Specialist

BradyPLUS•Aurora, CO

1d•$24 - $26

About The Position

The Customer Engagement Specialist supports the sales team by initiating and maintaining communication with core customers, strengthening customer relationships, identifying sales opportunities, and delivering exemplary service to core and new customers. The role provides essential administrative and customer support to enhance sales effectiveness and contribute to overall sales success. The specialist processes orders and quotes, supports customer inventory management, reviews and prepares reports, identifies sales gaps, aligns customer pricing and costs, submits form and sample requests, and liaises between Sales and internal departments. Additional support may include eCommerce live chat, serving as an ERP super user, managing customer order guides, and backing up Customer Solution Specialists. The role also uses Salesforce to support customer relationship management, including upselling and cross-selling, responding promptly to customer issues, and attending customer meetings or sales representative ride-alongs as needed. The specialist carries out proactive customer outreach, identifies churn risks, supports new customer onboarding, stays current on products and sales initiatives through vendor training and sales meetings, and notifies customers about new products. Additional duties and special projects may be assigned.

Requirements

At least 2 years of customer service, sales support, or inside sales experience.
Excellent verbal and written communication skills.
Proficiency with CRM software and Microsoft Office Suite, including Word, Excel, and PowerPoint.
Keen attention to detail and accuracy in handling data and documentation.
Proactive approach and strong problem-solving skills.
Strong organizational and multitasking abilities.
Ability to work independently and collaboratively.
Ability to use technology effectively and provide e-commerce and live-chat support to customers.
Customer-centric approach focused on exceptional service.
Ability to sit at a desk for long periods, operate a computer, and listen and speak clearly by phone and in person.

Responsibilities

Provide administrative support to the sales team and key customers.
Process orders and quotes.
Manage customer inventory as needed.
Review and prepare reports on customer usage, margins, backorders, open orders, and at-risk customers.
Identify sales gaps and align customer pricing and costs.
Submit form requests and sample requests.
Act as a liaison between Sales and internal departments.
Provide eCommerce super-user and live-chat support where applicable.
Serve as an ERP super user.
Manage or create customer order guides as needed.
Provide backup support for Customer Solution Specialists.
Use Salesforce to support customer relationship management.
Support upselling and cross-selling activities.
Respond immediately to customer issues.
Attend customer meetings or sales representative ride-alongs as needed.
Conduct regular proactive customer outreach to enhance engagement and identify needs or potential issues.
Identify customer churn risk and support new customer onboarding.
Participate in vendor trainings and sales meetings to stay current on products and sales initiatives.
Notify customers of new products.
Perform additional duties or special projects as assigned.