Client Experience Specialist - Ent

Connection; Town of Florida (NY); On-site; USD 31,000 - 40,000; Full time

Benefits offered by this job

Free therapy visits

Mental health coaching

Wellness days

Volunteer Time Off

401k plans

Medical insurance

Job summary

Connection is seeking a Client Experience Specialist to handle administrative tasks for velocity client orders, monitor order reports, and respond to client inquiries. You will work under supervision to ensure accurate pricing, order tracking, and timely communications with customers.

The role emphasizes data entry, CRM/ERP usage, Excel and Outlook skills, and a solid understanding of the sales process in a fast-paced environment.

Qualifications

• Intermediate Microsoft Office skills to include Excel.
• Advanced knowledge of Microsoft Outlook for email, with multi-tasking in a high paced environment.
• Working knowledge of data entry into a CRM or ERP system.
• Understanding of the sales cycle for a business purchase.
• Excellent written communication skills and professional business writing.

Responsibilities

• Handle administrative tasks for velocity client orders and client standards.
• Monitor Open Order Report and provide custom reporting for the client.
• Respond to client requests regarding order tracking and pricing.
• Educate the client on RMA creation and enter RMA in the system.
• Perform all other duties or special projects as assigned.

Skills

Data entry

CRM/ERP

Excel

Outlook

Sales process

Education

High School or equivalent

Tools

Microsoft Excel

Microsoft Outlook

CRM/ERP systems

Job description

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.

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 wellbeing. 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.

Responsibilities

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.

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 and other

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.

Min

USD $22.84/Hr.

Max

USD $28.89/Hr.

Qualifications

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".

Degree Requirements

High School or equivalency

Minimum Years Of Work Experience To Qualify For Role

4

Total Years Of Work Experience To Be Fully Proficient

7

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