Hybrid Customer Experience Advocate

Southern Glazer's Wine & Spirits; Addison (TX); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision coverage

401(k) plan

Tuition assistance

Wellness program

Parental leave

Paid time off

Job summary

Southern Glazer's Wine & Spirits is hiring a Customer Advocate to support customers with self-service orders and account inquiries. You will navigate the portal, process orders, and handle imaging/credit-file tasks while ensuring accurate documentation and timely responses.

The role begins with a 60-day in-office training period. Afterward, it's a hybrid position (3 days remote, 2 days in-office weekly) aligned with business needs.

Qualifications

• Knowledge of GAAP, federal regulatory guidelines, and organizational objectives.
• Proficiency using Microsoft Excel spreadsheets in creating pivot tables, developing 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 pickups.
• 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• Identify outdated, obsolete and duplicate documents from customer files.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

Education

High school diploma or equivalent

Tools

Microsoft Excel

Job description

Southern Glazer's Wine & Spirits is hiring a Customer Advocate to support customers with self-service orders and account inquiries. You will navigate the portal, process orders, and handle imaging/credit-file tasks while ensuring accurate documentation and timely responses.

The role begins with a 60-day in-office training period. Afterward, it's a hybrid position (3 days remote, 2 days in-office weekly) aligned with business needs.