Client Support Specialist
Are you ready to be the go-to person for our valued customers and play a vital role in preserving long-lasting relationships? Join us as a Client Support Specialist (CSS) and make a significant impact on our organization. As the CSS, you will be the key point of contact for our Branch Sales Manager, Sales Representatives, and customers, ensuring their needs are met and concerns are addressed promptly. Your exceptional communication skills and ability to thrive under pressure will shine as you coordinate resolutions and uphold contract obligations. Join our dynamic team and take your customer support skills to the next level.
Essential Duties and Responsibilities:
All areas of responsibility listed below are essential to the satisfactory performance of this position, with reasonable accommodation, if necessary. Any non-essential functions are assumed to be included in "other duties as assigned":
- Develop account relationships in support of the primary sales representative.
- Coordinate inter-territory installations with an assigned list of accounts.
- Coordinate customer equipment moves.
- Utilize CRM tools to look-up, enter and manage critical account information into the database, including EDA competitive information and account/territory alignments.
- Provide support to sales reps on the order process: utilizing the quoting tool for copier and print orders, prepping documents, credit applications, delivery status, etc.
- Schedule resources for client visits: demo room; conference room set up; specialists.
- Work with other departments to oversee large installations for the team.
- Assist with the RFP process.
- Using a closed-loop process, respond to miscellaneous customer issues: billing issues; supply orders; service escalation.
- Proactive customer interaction: surveys; marketing plans/open houses.
- Sales Manager Support: attend team meetings; assist with promotions; list manage focus and priority accounts; competitive watch/information etc.
- Typing & preparing of sales proposals, account reviews, and print management assessments.
- Submits dealer paperwork and data entry points, for various manufacturer programs.
- Monitor brochure levels.
- Responsible for understanding, staying updated on, and abiding by the Employee Handbook as written.
Qualifications/Requirements:
- Minimum of two days in office.
- Teamwork – Ability to work well with others on the team and earn trust through consistent follow through on commitments and tasks. Ability to work well under pressure to meet deadlines.
- Integrity – Foster's openness and trust through personal behavior; trustworthy with confidential data.
- Accountability / Ownership – Is self-directed, takes personal responsibility and is willing to be held accountable.
- Collaboration – Works effectively across organizational boundaries.
- Commitment/Perseverance – Maintains the ability to "stay the course" even in the presence of adversity and opposition.
- Product Knowledge – Demonstrates sufficient technical acumen to be credible in conversation with clients.
- Client Relationship Management – Develops relationships and trust with Loffler clients; capable of face-to-face interaction and leading a meeting agenda; proficient communication and writing skills.
- Business Acumen – Use account information systems (CRM tools) and understand the importance of data mining and its relationship to strategic account management. Ability to use the web and resources to profile major accounts.
- Organizational Skills – Attention to detail; Multi-tasking; Closed-loop communication; organized work area.
- Adhere to business hours from 8:00 AM to 5:00 PM.
- Utilize Loffler's CRM tool.
- Proficient with Microsoft suite (Excel; PowerPoint; Word; Outlook).
- Excel requires the knowledge of pivot tables and v-look ups.
- Participate in and be a contributing member of the sales team and uphold the company mission statement.
- Follow departmental procedures.
- Ability to work with minimal supervision.
- Plans and schedules work activities to complete assignments in their order of priority and make the most effective use of time.
- Contributes to a favorable working climate through a friendly manner and cooperative attitude in dealings with other employees.
Education/Experience:
- Bachelor's degree (B.A.) from four-year college or university is preferred but not required.
- Experience and a proven track record in this industry is preferred but not required.
- Successful track record and work experience.
Work Conditions:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The noise level in the work environment is usually minimal.
For information on the physical demands of this job, see Human Resources.
Why Work for Us?
- Top Workplace
- Career Advancement
- Employer Paid Life Insurance and Disability
- Paid Time Off, Volunteer Time, Holidays, Bereavement, and Parental Leave
- Benefits Package including FSA, Medical, Dental, and Vision
- 401K with Employer Match
- Tuition Reimbursement
Loffler Core Values
What Defines our Culture.
- Positive Attitude: Be Part of the Solution. Put Extra Effort in All You Do. Everything You Do Matters. Be a Team Player.
- Integrity: Live the Mission. Be Honest. Deliver on Commitments. Do What is Right.
- Innovation: Be a Visionary. Welcome New Ideas. Work Smarter.
- Customer First Focus: Exceed Expectations. Delight Our Clients. Bring Value Every Day. Always Do a Good Job.
- Professionalism: Commit to Excellence. Learn & Improve. Looks and Words Matters. Best in Industry; Field Expert.
- Drive for Results: Performance-Orientated. Hard-Working. Refuse to Lose. Accountable.
Loffler Companies is an Equal Opportunity Employer that is committed to diversity and inclusion in the workplace.