Customer Excellence Planner

CONA Services • Charlotte, NC

1d • Onsite

About The Position

The Customer Excellence Planner is responsible for the day-to-day operations for a portfolio of customers. They are accountable for the successful execution of the first phase of the Load Lifecycle, which includes tender management, scheduling, rescheduling, and TMS load maintenance. The Customer Excellence Planner is also responsible for obtaining customer approval and assigning accessorial charges to loads where deemed necessary, communicating tracking statuses to the customer, and ensuring all TMS customer data is complete and accurate.

Requirements

• Strong customer service skills
• Excellent written and verbal communication skills
• Excellent time management and organizational skills
• Ability to work effectively in a team environment.
• Ability to effectively multi-task
• Ability and willingness to adapt to change.
• Ability to work in an office environment.
• Detail oriented.
• Proficient in Microsoft Outlook, Microsoft Excel, and Microsoft Word.
• High school diploma or GED
• Knowledge acquired through minimum of 1 year of work experience

Nice To Haves

• An Associate degree preferred.

Responsibilities

• Responsible for building, accepting or declining, scheduling and rescheduling of all loads within Red Classic’s TMS by utilizing customer email communication and/or portal access. Factors in hours-of-service requirements, transit times, and operational characteristics of each load when scheduling to ensure on-time service for the customer.
• Serves as a point of contact by proactively communicating to customers when there are service issues or equipment constraints, while building and developing relationships with day-to-day contacts within all assigned customer accounts
• Conducts daily tracking and tracing of all loads that are scheduled to pick up and/or deliver and ensures load data is accurate to ensure timely billing and collections
• Responsible for obtaining all needed customer approvals prior to adding accessorial charges to a load. Accountable to the accuracy of accessorial charge calculations and coding with the TMS
• Responsible for ensuring all Company Profiles are maintained with all required and accurate data.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED