Customer Advocate, A/R — Hybrid Remote & Claims Support

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• Identify outdated, obsolete and duplicate documents from customer files.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

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.