SSE Academy
Customer Experience Representative (B2B)
Irvine, CA, US
Sponsorship not specifiedDetected 113 days ago
CRMSalesExcelERPCustomer SupportCommunicationProblem SolvingMicrosoft Office
About the role
- This role is based in Wilmington, MA or Irvine, CA and operates on a hybrid schedule (3 days in-office).
- Effective communication skills to interact with colleagues and clients. • Work Environment: Typical office setting with moderate noise levels and standard office equipment.
- We celebrate diversity and are committed to creating an inclusive environment for all employees.
Responsibilities
- With a customer-focused mindset, you will own the end-to-end inquiry-to-order process-ensuring a seamless experience from initial quotation through order entry, confirmation, tracking, and post-delivery issue resolution.
- Process credit card payments and support financial operations for efficient customer account setup and issue resolution.
- Collaborate and liase with internal teams to ensure the customer's needs are prioritized and followed up on.
- Monitor and maintain delivery timelines to ensure alignment with customer expectations.
- Maintain and update sales agreements, pricing, and customer information in the ERP system and relevant databases.
- Provide support for online customer interactions, including WebChat/Teams, ensuring a consistent and professional experience.
- Support data cleanup initiatives to enhance data integrity and prepare for future integration and system improvement projects.
- Perform other duties as assigned or directed by the manager.
- Demonstrated ability to build and maintain customer relationships, including comfort with phone and/or in-person interactions as needed.
- Proven ability to develop and sustain strong customer relationships with professionalism and credibility.
Requirements
- Must be able to sit at a desk for extended periods, and occasionally lift or carry office supplies and equipment up to 10 pounds.
Nice to have
- Directly enter customer orders into the ERP system (Microsoft AX/Dynamics), ensuring all data is accurate, complete, and up-to- date.
- Assist in the preparation and follow-up of customer quotations, ensuring accuracy and alignment with customer requirements.
- Proactively identify and resolve order discrepancies, working closely with the warehouse and operations teams.
- Participate in continuous improvement initiatives to streamline processes and enhance customer satisfaction.
- Attend team meetings, training sessions, and workshops to enhance professional knowledge and contribute to organizational success.
- Ensure customer records, including contacts, addresses, and account information, are accurate and up to date in the CRM/ERP system.
- This is what you'll need to be successful in this role:
- 2+ years of experience in B2B customer service, inside sales, or a related customer-facing role.
Skills
- Effective communication skills to interact with colleagues and clients. •
Benefits
- Mobility: Must be able to sit at a desk for extended periods, and occasionally lift or carry office supplies and equipment up to 10 pounds. • Vision and Hearing: Ability to use a computer and read documents.
Company info
- Typical office setting with moderate noise levels and standard office equipment.
- Reasonable accommodations will be provided to enable individuals with disabilities to perform essential job functions.
- We are an Equal Opportunity Employer.
- We are looking for a motivated and detail-oriented individual to join our newly formed Customer Experience (CX) team, where our focus is on enhancing the overall customer experience through dedicated support.
- As a Customer Experience Representative, you will manage a defined group of customers, building and maintaining strong relationships that support business growth.
- You will serve as a key liaison between customers and internal teams, ensuring needs are met efficiently, accurately, and in alignment with standard operating procedures.
- Serve as the primary point of contact for customers, addressing inquiries, resolving concerns, and delivering superior service.
- Proactively communicate with our customers on a wide array of needs. Communicate changes to product lead times, inventory availability, or other order-related updates to customers and internal teams.
- Provide timely and accurate order status updates, including shipment tracking information, as requested by customers.
- Assist in the preparation and follow-up of customer quotations, ensuring accuracy and alignment with customer requirements. Follow-up with customers and/or Sales on quoted product with intent to order.
- Strong verbal and written communication skills, with the ability to engage effectively with both internal teams and external customers.
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