Responsibilities:
This position will be responsible for supporting the development, implementation, and growth of our business within our National Accounts program. Additional responsibilities will include, learning and understanding the standardization of all processes, functionality, data management.
Specific Job Function:

• Manage the Site Survey process from dispatch to quote creation.
• Accurately document all account requirements for proper invoicing and reporting
• Provide regular communications for updates and reporting purposes to customers, dealers, and other members of Culligan.
• Respond to all inquiries from Culligan internal and external customers.
• Provide support to all Culligan customers & sales team. Will work closely w/ National Account Sales Mgrs.
• Accurately enter contact data and notes into a database for tracking, analysis, and reporting.
• Manage interface with National Accounts Portals as required by accounts to support sales and service.
• Process customer orders from initial proposal thru installation.
• Manage customer support functions as assigned.
• Demonstrate a professional and friendly demeanor to internal & external customers.
• Conduct customers' follow up to complete invoicing and service provider payments.
• Cross train on all accounts as a back up to support the team.
• Available when needed to assist in the call center.
• Additional responsibilities as assigned by supervisor.
• May need to work over time as needed based on the business needs.

Requirements:

• Bachelor's degree or equivalent work experience
• Ideally to have 3-5 years supporting National Accounts Customer Service
• Familiarity and competency with data entry
• ERP data management experience (SAP, Salesforce, and CRM a plus)
• Experience in MS office required, strong proficiency in Excel required.
• Strong attention to detail and organizational skills
• Fast and accurate data entry skills
• Strong and effective verbal and written communication skills

Competencies:
To perform the job successfully, an individual should demonstrate the following competencies in this position.
Resourcefulness Customer Focus Team Player
Passion Integrity Analysis Skills
Detail Orientated Organization/Planning Oral/Written Communication