Customer Advocate

Carlson Company; Tulsa (OK); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading company in customer service seeks a passionate Customer Advocate. Your role will focus on connecting with customers, ensuring their needs are met, and contributing to overall customer satisfaction and retention. Ideal candidates will possess strong interpersonal skills and a genuine commitment to enhancing the customer experience.

Qualifications

• At least two years of experience in a customer support role.
• Strong strategic thinker with excellent execution skills.
• Five or more years of experience in customer support is preferred.

Responsibilities

• Engages proactively with customers on their needs and feedback.
• Manages customer thank-you notes initiative.
• Supports Customer Service and Sales for timely communication.

Skills

Customer service

Interpersonal skills

Negotiation skills

Organizational skills

Analytical skills

Problem-solving

Planning skills

Attention to detail

Education

High school diploma or equivalent

Bachelor of Arts/Science in Business Administration or related field

Tools

Enterprise Resource Planning (ERP) system

Microsoft Office applications

Job description

Summary

As the Vanguard of our organization, the Customer Advocate is responsible for connecting, engaging, and advocating for our customers. Carlson Company focuses our culture and operations on the customer experience and delivering value. The Customer Advocate’s success is demonstrated by our customer satisfaction, retention, and return.

The successful candidate will be someone that looks for reasons to say “yes!” and is passionate about providing the best customer experience possible. This person will be able to multitask while supporting customer needs and understands the importance of timely and accurate communication.

Primary Responsibilities

• Leads by example with a Safety First mindset in every task
• Proactively communicate with customers on their needs, quotes, and orders
• Follows up with customers on quotes and maintains feedback in Customer Feedback Form
• Engages with customers to better understand what their needs are
• Input vendor pricing into our software system
• Keeping accurate records of customer interactions and coordinating with other teams as necessary
• Manages customer thank-you notes initiative
• Supports Customer Service and Sales to ensure the customer is communicated to in a timely manner
• Supports Logistics as necessary to ensure timely order delivery and status notification
• Other duties as assigned

Education, Experience & Qualifications

Minimum

• High school diploma or equivalent
• At least two years experience in customer support role or substantially similar role

Preferred

• Bachelor of Arts/Science in Business Administration or other related field
• Five or more years experience in customer support role or substantially similar role

Skills & Characteristics

• Passionate about customer service and task fulfillment
• Excellent interpersonal and negotiation skills with a willingness to work across functions
• Strong strategic thinker with excellent execution skills
• Good organizational, analytical, problem-solving, and planning skills with attention to detail
• Embrace working a small business environment
• Demonstrates a positive attitude and promotes cooperation with supervisors, peers, and others.
• Proficient user of an Enterprise Resource Planning (ERP) system
• Proficient user in Microsoft Office applications to include Outlook, Word, Excel, PowerPoint, OneDrive, SharePoint, and Teams

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