Customer Onboarding Analyst (Bilingual)

AmericoldAtlanta, GA
80d

About The Position

The primary responsibility of this position is to perform the tasks associated with Customer Onboarding, ensuring timely onboarding of customers within stated KPI targets. The role involves maintaining relationships with various departments including Accounting, Business Development, Centralized Rate Management, Finance, IT, Operations, and External Customers. Additionally, the individual will ensure that all customer information is accurate and up to date in Salesforce to guarantee accuracy in WMS, TMS, and Billing systems.

Requirements

  • 3+ years of customer service, accounting, and/or financial management experience, either with internal or external customers.
  • Bilingual in English and Spanish (or Portuguese).
  • Bachelor’s Degree or equivalent experience preferred.
  • Strong computer skills. Proficient with MS Outlook, Office, including Word, PowerPoint, and Excel.
  • Accurate typing and data entry skills.
  • Experience with Salesforce, Oracle, TMS, WMS, and/or AS400 preferred.

Nice To Haves

  • Strong organizational skills and ability to multitask required.
  • Excellent communication, interpersonal, and presentation skills.
  • Ability to communicate professionally, both written and verbally.
  • Ability to work in a matrix-managed environment, with experience balancing requests from multiple managers.
  • Demonstrates an uncompromising level of integrity and code of ethics and maintains a high degree of confidentiality.
  • Develop strong, sustainable working relationships with internal teams.

Responsibilities

  • Facilitator of the Customer Onboarding process and Customer Master Data collection.
  • Maintain continual communication between Business Development, Centralized Rate Management, Finance, IT, Operations, and External Customers regarding new customer setup and changes to existing customers.
  • Maintain Customer Master Data in Salesforce.
  • Coordinate cross-functionally to ensure timely adherence to the Onboarding process by the various departments involved with the aim of onboarding customers within stated KPI’s.
  • Monitor service level expectations of these groups and escalate to management as needed.
  • Identify and escalate possible process improvement ideas.
  • Monitor personal productivity levels.
  • Communicate with customers during the Onboarding process to ensure optimum levels of service and accuracy.
  • Educate customers on Americold tools (I3PL Reports, OLAS, Order Entry) and transfer customer relationships to operations.
  • Provide support for acquired sites on the Customer Onboarding process.
  • Other duties as requested.
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