Specialist, Customer Compliance

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

Job summary

Columbus McKinnon Corporation is seeking a Customer Compliance Specialist to manage customer data, process credits and returns, and collaborate with sales, customer service, and other departments. The role emphasizes accuracy, data integrity, and timely responses within established SLAs.

The ideal candidate will have 1–2+ years of relevant experience, a high school diploma, and proficiency in Excel and Outlook, with SAP and Salesforce knowledge being a plus.

Qualifications

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

Responsibilities

• Enter customer master data into ERP systems.
• Review customer master data for accuracy and consistency.
• Coordinate with credit, returns, and portal teams on requests.
• Process credits and returns and document actions.
• Monitor inquiries and respond within standard SLAs.

Skills

Excel

Outlook

Attention to detail

Interpersonal skills

Communication skills

Problem solving

Education

High School Diploma

Associate’s degree (two-year college or technical school) preferred

Tools

SAP

Salesforce

ERP systems

Job description

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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.
• Follows established procedures, examines, and verifies documents for audit purposes.
• Follows established procedures for returns, credits, and warranties.
• 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.
• 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
• 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.

@ 2024 Columbus McKinnon Corporation. All Rights Reserved.