Customer Success Associate- Sales Support

Paragon Leasing L.P.; Dallas (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, Vision, Dental, Supplemental,

Life Insurance

401(k) retirement plan with quarterly

Job summary

Paragon Leasing L.P. is seeking a Customer Account Management Coordinator to support both the sales and customer service teams. You will build customer relationships for new and existing accounts, assign shipment details to drivers, and track freight delivery while resolving issues.

The role involves extensive data entry, reporting, and coordination of scheduling for shipments, with emphasis on accuracy and timely communication with customers and internal teams.

Qualifications

• 1 year of customer service experience
• Excellent oral, written and interpersonal communication skills
• Proficiency in Microsoft Excel (will be tested)
• Extremely organized with accurate data entry skills
• Associates degree preferred; transportation or supply chain background desirable
• Familiarity with AS/400 operating system preferred
• Ability to multi-task and work in deadline-driven environment

Responsibilities

• Communicate with customers internally and externally
• Book loads and enter orders from customers
• Assign shipment details to drivers
• Schedule pick-up and delivery appointments for outbound shipments
• Track and trace shipments and resolve scheduling conflicts
• Perform heavy data entry and compile spreadsheet reports
• Review driver bills of lading for documentation and payroll
• Research proofs of delivery

Skills

Customer service

Communication

Microsoft Excel

Data entry

Organization

Education

Associate degree preferred

Tools

AS/400

Job description

Department: Operations

Job Description:

JOB SUMMARY : We are hiring a Customer Account Management Coordinator to support both our sales and customer service teams to build customer relationships with new and existing ac counts . You'll be respons ible for assigning details to shipments waiting to be assigned to drivers, as well as tr acking, tracing and resolving any issues with freight delivery .

Key Responsibilities:

• Communicating internally and externally with customers
• Booking loads and entering orders from customers
• Assigning details to shipments so they can be assigned to drivers
• Scheduling pick-up and delivery appointments for outbound shipments
• Tracking and tracing shipments, monitoring freight in transit, fielding customer location requests for appointments, and assisting internal customers with resolving scheduling conflicts with loads
• Heavy data entry and reporting & compiling spreadsheet reports and heavy data input
• Receiving and cross-referencing driver bills of lading for accurate documentation and payroll
• Researching proofs of delivery

QUALIFICATIONS:

Minimum Qualifications:

• 1 year of customer service experience
• Possess excellent oral, written and interpersonal communication skills Meet and exceed customer needs and expectations by providing impeccable service
• Excellent computer skills and proficiency in Microsoft Excel (will be tested)
• Extremely organized proficient and accurate data entry skills

Preferred Qualifications:

• Associates degree preferred
• Transportation or supply chain industry background
• Some familiarity with AS/400 operating system
• Ability to communicate effectively
• Ability to multi-task, prioritize, quickly process informatio n for a deadline-driven environment
• High degree of initiative and independent execution
• Ability to handle high volumes of inbound and outbound email and calls
• Passion for working with people
• Ability to thrive in a deadline-driven environment and be able to multi-task and juggle priorities

Medical, Vision, Dental, Supplemental, and Life Insurances available + 401(k) retirement plan and quarterly match.

In compliance with Federal and State equal employment opportunity laws, qualified candidates are considered for all positions without regard to race, color, religion, sex, national origin, age, marital status, veteran status, non-job-related disability, or any other protected group status.