Client Experience Specialist - Ent

ViziRecruiter,LLC.; Town of Florida (NY); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401k plans

Medical insurance

Paid time off including Wellness and Volunteer Time Off days

Free therapy visits and mental health coaching

Job summary

A leading IT solutions firm in the Town of Florida is seeking a Client Experience Specialist to manage complex client orders, ensuring timely communication and support. The ideal candidate will have at least 4 years of relevant experience, strong data entry skills, and proficiency in Microsoft Office, particularly Excel and Outlook. This role involves responding to client requests, providing quotes, and maintaining open order statuses. The company offers competitive benefits, including a progressive rewards package.

Qualifications

• 4 years of relevant experience required.
• Intermediate Microsoft Office skills to include Excel.
• Advanced knowledge of Microsoft Outlook and ability to multi-task.

Responsibilities

• Respond to client requests and place orders promptly.
• Provide timely quotes for customers based on direction from the Sales team.
• Monitor and document open order statuses.

Skills

Data entry

Microsoft Excel

Organizational skills

Communication skills

Education

High School or equivalency

Tools

CRM or ERP system

Microsoft Outlook

Job description

Introduction

With an eye for detail and a contagiously positive attitude, you’re the teammate everyone counts on to get the project buttoned up and across the finish line.

Overview

What We Do:

We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support services. That’s what we do. We’re the IT Department’s IT Department.

Who We Are:

Our team is made stronger by a multitude of backgrounds, experiences, and perspectives. It’s what makes Connection unique—what drives us to innovate and create technology solutions that stand apart from the crowd. We’d love for you to be a part of that fabric, to share your ideas and experiences with a team that thrives on fresh thinking, creativity, and helping others.

Why You Should Join Us:

You’ll find supportive teammates and a rewarding career at Connection—plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family. Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive. We value the importance of our employees’ emotional well-being. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You’ll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Working under direct supervision of the Director or Manager, Client Experience, selecting from a variety of established procedures to accomplish assigned duties and responsibilities, the, the Client Experience Specialist handles the administrative tasks associated with more complex velocity client orders and client standards. The Specialist role requires heavy data entry for velocity quotes, repetitive order entry, client standards and returns. The Specialist monitors the daily Open Order Report for daily actions and provides custom reporting of information required by the client. The Specialist responds timely to client requests regarding order tracking and pricing requests for clients with already established system pricing.

Where applicable, this position assures departmental processes are performed in compliance with applicable Sarbanes-Oxley controls.

Responsibilities

• Responds timely to client requests and prompt placement of orders within company procedural guidelines to meet the client’s SLA.
• Understanding of shipment cutoff times for all major distribution partners and carriers.
• Proactive communication to client on order placements including order ETA and back-order information at time of order placement.
• Escalates cost changes/EOL to Sales Operations Advisor or IAM.
• Provides timely quotes, within 4 hours, for customers on run rate velocity products based on direction from the Sales team.
• Assists with quotes for accounts with established pricing.
• Provides administrative support for open order tracking, scheduled and custom reporting, and inquiries on sales orders
• Researches open orders and provide ETA information to clients in a report format.
• Switches suppliers or recommends replacement products with input from sales team.
• Enters and updates order information in the system for all team members to access.
• Uses established tools to provide the customer with any one off or scheduled report.
• Works with Sales team on any complex requests on open orders or reports.
• Works with management on any request that falls outside the scope of any existing report.
• Responds to client email requests for tracking, serial numbers, packing slips.
• Initiates returned merchandise process.
• Educates the client on the RMA creation and enters RMA in the system.
• Escalates all RMA requests to Customer Service.
• Performs all other duties or special projects as assigned.

Requirements

• High School or equivalency.
• 4 years of relevant experience.
• Intermediate Microsoft Office skills to include Excel for creating and using spreadsheets.
• Advanced knowledge of Microsoft Outlook for email to include working with a shared email box with ability to multi- task in a high-paced environment with multiple messages arriving at once.
• Working knowledge of data entry into a CRM or ERP system.
• Working knowledge of a customer's purchasing process from an Inside Sales perspective.
• Understanding of the sales cycle for a business purchase.
• Basic understanding of the sales process with ability to provide the client accurate SLA's and delivery information.
• Organized state of mind with ability to document activities, anticipate problems, plan schedules and monitor performance according to priorities and deadlines.
• Articulate with ability to express oneself clearly and professionally in written and oral communication.
• Excellent written communication skills with ability to compose professional business communications via email, letter, and proposals.
• Good listening skills with ability to receive information completely and understand what is being said.
• Quick study with ability to master a situation or learn new things with minimum direction or training.
• Must have experience working with VAR IT industry in sales support and client operations.

Because of the possibility for fraudulent job postings on many popular job boards, please be advised that Connection will never offer a position of employment without a complete interview process and communication with a “live person.”