Customer Onboarding Specialist
Guardian Alarm Company of Michigan Jobs•Southfield, MI
About The Position
The Onboarding Specialist works to serve Guardian Alarm’s service technicians, alarm installers, and/or sales operations and are cross-trained in all functions of the various pieces of this role to assist other team members when needed. This role involves maintaining quote and work order views, processing data entry requests, auditing and approving sales orders, providing quality assurance, and preparing customer data for installation, billing, and monitoring. The specialist will also process sales reversals and perform other related duties as assigned.
Requirements
- Excellent verbal and written communication skills
- Excellent interpersonal and customer service skills
- Proven strong attendance record
- Strong analytical and problem-solving skills
- Excellent time management skills
- Proficient with Microsoft Office Suite or related software
- Strong customer service, data entry and scheduling ability
- Strong attention to detail skills
- Associates degree in related field or equivalent working experience required
- At least 2 years of customer service, scheduling or data entry experience required
Responsibilities
- Maintain any quote and work order views associated with primary role
- Process data entry requests that come in via email
- Triage workload based on installation dates and other established priorities
- Audit and approve all sales orders based on Guardian standards and guidelines
- Provide quality assurance on product lines in sales orders
- Continue to train on new technology solutions Guardian is using in order to properly enter data on various platforms
- Process incoming work orders which includes onboarding new customer data, and inputting and updating information on various platforms to prepare for installation, billing, and monitoring
- Process manager-approved sales reversals, updating various platforms to reflect the requested changes
- Perform data entry tasks with high degree of accuracy
- Perform other related duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
