Customer Advocate A/R

Southern Glazer's Wine & Spirits; Addison (TX); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Southern Glazer's Wine & Spirits in Addison, TX seeks a Customer Advocate to support customers through the self-service portal and resolve account inquiries. The role emphasizes accuracy, timely responses, and collaboration with sales and accounts receivable teams.

Initial training is in-office for 60 days, after which the position becomes hybrid—3 days remote and 2 days in the office weekly, depending on business needs.

Qualifications

• High school diploma or equivalency plus 1 year of experience.
• Knowledge with GAAP, federal regulatory guidelines, and organizational objectives.
• Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formulas.

Responsibilities

• Navigate customers through the process of submitting an order through the self-service portal.
• Answer inquiries regarding customers' accounts.
• Keypunch supplier and sample withdrawals.
• Electronic imaging.
• Research shortage and miss-shipped claims.
• Process/enter orders and pick-ups.
• Handle calls from customer service queue.
• Process winery direct orders.
• Scan and index customer credit files into the imaging system.
• Add partners, drop partners, self-incorporated accounts and inactive systems.
• Identify outdated, obsolete and duplicate documents from customer files.
• Handle all salespersons changes at the beginning of each month
• Research returned mail with an incorrect address and make the necessary corrections
• Handle delivery claims and logs (shortage claims, miss ships, etc.).
• Pull faxes and invoices off the printer and distribute them to appropriate desks. Communicate with the sales force, customers and A/R.
• Perform the job in accordance with company and departmental policies and procedures.
• Perform other related duties as assigned.

Skills

GAAP knowledge

Excel pivot tables

Education

High school diploma or equivalent

Job description

What You Need To Know:

Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As North America's largest total beverage distributor, Southern Glazer’s isn't just one of Forbes’ Top Private Companies; it's a family-owned business with deep roots dating back to 1933.

Southern Glazer’s is proud of its well-earned positive reputation, continually achieving accolades for our outstanding workplace culture. We take pride in creating a culture where our people are valued, supported, and provided opportunities for growth and belonging.

As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.

By joining Southern Glazer’s, you would be part of a team that values excellence, innovation, and community. This is more than just a job – it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.

The training period is in office full time (60 days). After this period, this is a hybrid role which consists of working remotely (3 days) and in our office (2 days) each week - this is subject to business needs.

Overview:

The Customer Advocate support customers in resolving issues related to self-service experience. Ultimately, the goal is to provide the highest customer satisfaction by providing better visibility and faster resolution of customer-related issues.

Primary Responsibilities:

• Navigate customers through the process of submitting an order through the self-service portal.
• Answer inquiries regarding customers' accounts.
• Keypunch supplier and sample withdrawals.
• Electronic imaging.
• Research shortage and miss-shipped claims.
• Process/enter orders and pick-ups.
• Handle calls from customer service queue.
• Process winery direct orders.
• Scan and index customer credit files into the imaging system.
• Add partners, drop partners, self-incorporated accounts and inactive systems..
• Identify outdated, obsolete and duplicate documents from customer files.
• Handle all salespersons changes at the beginning of each month
• Research returned mail with an incorrect address and make the necessary corrections
• Handle delivery claims and logs (shortage claims, miss ships, etc.).
• Pull faxes and invoices off the printer and distribute them to appropriate desks. Communicate with the sales force, customers and A/R.
• Perform the job in accordance with company and departmental policies and procedures.
• Perform other related duties as assigned.

Minimum Qualifications:

• High school diploma or equivalency plus 1 year of experience.
• Knowledge with Generally Accepted Accounting Principles (GAAP), federal regulatory guidelines, and organizational objectives.
• Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formulas.

Physical Demands:

• Physical demands with activity or condition existing a considerable amount of time include sitting and typing/keyboarding using a computer (i.e., keyboard, mouse, and monitor) or calculator.
• Physical demands with activity or condition existing an occasional to the rare amount of time include walking, carrying, reaching, standing, and stooping.
• May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs.

EEO Statement:

Southern Glazer's Wine and Spirits, an Affi…? “November 2023”

If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at [e-mail]