Specialist - Customer Accounts

Energy Transfer • Dallas, TX

11d

About The Position

The Sunoco Sales and Account Management teams are actively engaged in signing new customers and renewing or extending supply agreements with existing customers. The Specialist Customer Accounts roles is responsible for identifying process improvement in the setup process for new customer onboarding and customer renewals, proactively identifies and resolves problems and ensures a smooth transition.
Essential Functions:
· Responsible for recommending process improvements that result in more timely and accurate customer setup results
· Oversee cross functional workflow queues for dozens of internal service providers to complete the full customer setup process and ensures everything from brand image conversion to accurate first fuel invoice to Sunoco B2B portal and credit card processing setup.
· Serve as a point of contact for sales, account teams, internal service providers for customer setups/changes
· Proactively identify data discrepancies relating to missing or conflicting customer information and documentation by communicating and coordinating efforts with sales team and various functions, such as Supply, Transportation and Accounting to determine resolution and escalation path
· Identify technical process gaps and efficiencies that can be gained with enhancements by working collaboratively with various key teams and IT
· Perform analysis on customer setup metrics and KPIs and report on various setup team metrics for continuous improvement.
· Assist in providing analysis and reporting for management on sales and customer performance along with pipeline forecasting
· Create new and update existing dashboards and reports, and be able to communicate logic of the report to management

Requirements

• Bachelor's degree, or equivalent work experience
• At least two years of business, project management and/or financial analyst experience

Nice To Haves

• Experience using Salesforce, SAP, Smartsheet and Microsoft Office Suite. PowerBI experience a plus
• Detail oriented: should be meticulous about data accuracy across multiple systems
• Strong oral and written communication skills: should be comfortable interacting with individuals across different departments and different levels within the organization
• Ability to manage multiple tasks while maintaining organization and timely completion of projects
• Self-directed with the ability to work with little supervision

Responsibilities

• Responsible for recommending process improvements that result in more timely and accurate customer setup results
• Oversee cross functional workflow queues for dozens of internal service providers to complete the full customer setup process and ensures everything from brand image conversion to accurate first fuel invoice to Sunoco B2B portal and credit card processing setup.
• Serve as a point of contact for sales, account teams, internal service providers for customer setups/changes
• Proactively identify data discrepancies relating to missing or conflicting customer information and documentation by communicating and coordinating efforts with sales team and various functions, such as Supply, Transportation and Accounting to determine resolution and escalation path
• Identify technical process gaps and efficiencies that can be gained with enhancements by working collaboratively with various key teams and IT
• Perform analysis on customer setup metrics and KPIs and report on various setup team metrics for continuous improvement.
• Assist in providing analysis and reporting for management on sales and customer performance along with pipeline forecasting
• Create new and update existing dashboards and reports, and be able to communicate logic of the report to management

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees