SUMMARY

The Customer Account Representative I is expected to be hands-on and knowledgeable in business systems and products being offered by the business. S/he is primary responsible for ensuring timely processing of order requests with less than 24-hour business day passing quality assurance and expected to participate in the business unit and team's key initiatives supporting goals and objectives.

PRIMARY RESPONSIBILITIES

Process/manage orders based on performance metrics as defined by leadership team Escalates issues and or provide sound recommendation to the Revenue Operations Team Lead or Senior; should be able to provide and develop solution to problems Be proactive in addressing concerns and opportunities for improvement Responds to internal customers in a timely manner via email/phone/chatter Serves as back-up according to business need and support coverage Perform Ad hoc related tasks Maintain and improve working knowledge of standard legal agreements and required product terms in support of quote generation through trainings and refresher courses Review orders for correct product information, pricing, and contract agreements Promotes effective collaboration within team members Ensures day to day due diligence performance

REQUIRED KNOWLEDGE/SKILLS/ABILITIES 

Ability to work independently and as part of a team Excellent organizational and time management skills Excellent interpersonal, oral, and written communication skills Experience writing and delivering communications to other departments Ability to work with little supervision and the ability to take initiative Strong attention to detail Ability to build long-lasting and meaningful relationships with clients Analytical skills and ability to work with large data sets

PREFERRED KNOWLEDGE/SKILLS/ABILITIES

Proficiency in Microsoft Office applications. Analytical mind with problem-solving skills. Strong negotiation and excellent communication skills. Confidence, assertiveness, and goal-oriented mindset. Multitasking ability and organizational skills.