Customer Compliance Specialist

Columbus McKinnon; Getzville (NY); On-site; USD 26,000 - 33,000; Full time

Job summary

Columbus McKinnon, a leading designer, manufacturer and marketer of intelligent motion solutions, seeks a Customer Compliance Specialist to create new customer accounts and maintain records to meet customer expectations. You will interact with customers, sales reps, and internal teams to ensure data integrity.

The role includes processing credits and returns, ensuring audit-ready documentation, and coordinating with various departments.

Qualifications

• High School Diploma required or equivalent.
• Associate degree preferred.
• 1–2+ years related experience or training; or equivalent combination.

Responsibilities

• Enters customer master data into all ERP systems.
• Reviews customer master data regularly for consistency and accuracy.
• Interfaces with plant personnel, customer service, sales, and credit dept on credit & return requests.
• Enters CSCLs into ERP to define the situation and document details.
• Handles access requests to Customer Portal and Compass.
• Reviews, analyzes, and validates documentation to support audit compliance and record accuracy.
• Processes returns, credits, and warranty claims per policies.
• Learns the organization’s products, services, and policies through training programs.
• Meets target KPIs to process customer data and credit turnaround times.
• Monitors Outlook mailboxes and responds to inquiries within timelines.
• Performs other duties as assigned.

Skills

Attention to detail

Excellent communication

Strong organization

Interpersonal skills

Problem solving

Education

High School Diploma

Associate’s degree

Tools

Excel

Outlook

ERP systems

Salesforce

SAP

Job description

Job Title: Specialist, Customer Compliance

Job Summary/Overview

The Customer Compliance Specialist will be responsible for creating new customer accounts and maintaining customer information to ensure we are meeting customer expectations. This position will also be responsible for processing credits and returns. They will interact with customers, sales reps, customer service representatives and other internal departments.

Essential Duties and Responsibilities

• Enters customer master data into all ERP systems.
• Reviews customer master data regularly to check for consistency and accuracy.
• Interface with plant personnel, customer service, sales, and credit department on credit & return requests.
• Enters CSCL’s into ERP system to define the situation and ensure details are documented.
• Handles incoming requests for access to our Customer Portal and Compass.
• Reviews, analyzes, and validates documentation to support audit compliance and ensure record accuracy.
• Processes returns, credits, and warranty claims in accordance with established policies and procedures.
• Learn the organization’s products, services, and policies through various training programs.
• Meets target Key Performance Indicator's to process customer data and credit turnaround times.
• Monitors Outlook mailboxes and ensures all inquiries are responded to within expected timeline.
• Perform other duties as assigned.

Knowledge, Skills, Competencies, and Abilities

• Focus on efficiency, accuracy, attention to detail.
• Strong organizational skills with the ability to adapt and successfully multi-task.
• Current working knowledge of Excel and Outlook.
• Excellent interpersonal and communication skills.
• Genuine desire to service the customer.
• Exhibits creativity and tenacity to drive through to effective solutions to data entry challenges.
• Manage multiple projects and timelines with a sense of urgency.
• Ability to problem solve and think creatively.
• Forms strong working relationships with the team.
• Excellent verbal and written communication skills.
• SAP & Salesforce knowledge a plus.

Required Qualifications

• High School Diploma required.
• Associate’s degree from two year college or technical school preferred.
• 1-2+ years’ related experience and/or training; or equivalent combination of education and experience.

Compensation

$19.00 - $24.00 per hour

Pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements dependent on the position offered. Details of participation in incentive plans will be provided if an employee receives an offer of employment.

Columbus McKinnon is a leading worldwide designer, manufacturer and marketer of intelligent motion solutions that move the world forward and improve lives by efficiently and ergonomically moving, lifting, positioning and securing materials. Key products include hoists, crane components, precision conveyor systems, rigging tools, light rail workstations and digital power and motion control systems. We are focused on commercial and industrial applications that require the safety and quality provided by our superior design and engineering know-how. Columbus McKinnon is a publicly traded company that has been in business for almost 150 years – proud of our heritage, where we come from, and where we’re going. As Columbus McKinnon grows globally, so does our need for driven and inspired employees. Join our winning team!

Columbus McKinnon Corporation promotes a diverse and inclusive workforce and is an Equal Opportunity Employer that does not discriminate against employees or applicants for employment on the basis of race, color, national origin, ancestry, age, religion, sex, gender, gender identity, gender expression, sexual orientation, physical or mental disability, medical condition, genetic information, military or veteran status, marital status, or any other Federal or State legally-protected classes. We also value the safety of all associates and work hard to maintain a Drug Free Workplace.