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Customer Service Advisor

3 months ago

Alpharetta, United States Digital Check Corp Full time
Job DescriptionJob Description

Summary of Position: This person will assist with daily data entry, sales order entry, reporting, and administrative tasks. This person must ensure the accuracy and timeliness of all order entry, repair, and advanced exchange orders in our multiple data entry systems.

Principal Duties and Responsibilities: (State the essential functions of the job, organized from most to least essential. Include normal day-to-day duties as well as duties that occur at irregular intervals but that are of a recurring and essential nature. Include leadership and managerial responsibilities, if applicable).

  • Process sales order received via email, sales account manager, eCommerce through our ERP system.
  • Verify customer account information, shipping and billing addresses, shipping method and terms, inventory, prices, and quantities.
  • Create repair, warranty, return, and Advanced Unit Replacement Cases
  • Respond to special requests or inquiries regarding our product or services.
  • Research and respond to Receiving Department and Technical Services Department for unresolved equipment issues.
  • Submit and request payments.
  • Update and correspond with accounting on any account billing change request or updated account information.
  • Follow up with customer to ensure an optimal customer experience.

Knowledge, Skills and Abilities Required: (List the minimum required education, prior experience, certifications, licenses, and specialized areas of knowledge required to adequately perform the essential functions of the job).

  • 2-3 years customer service experience
  • Experience using ERP system required, Acumatica ERP experience preferred but not required.
  • Intermediate excel skills.
  • Strong written and oral communication skills.
  • Microsoft Experience including Outlook and Teams

Personal Skills and Competencies: (Identify any behavioral characteristics and attributes that would contribute to superior performance for this position, i.e. organization skills, communication skills, detail-orientation, analytical skills).

  • Superior attention to detail and ability to multi-task efficiently
  • Critical data entry accuracy, organizational and time management skills.
  • Works effectively on a team in a time sensitive environment.
  • Desire to provide exceptional customer service internally and externally.
  • Possess strong interpersonal skills.

Customer Base: (Identify who the primary and secondary customers are for the position. This includes any person or group of people, internal or external, who rely on the work product or output of the position).

  • Financial Institutions and customers of Financial Institutions
  • Sales Account Managers
  • Shipping
  • Technical Services
  • RDC and Help Desk

Working Conditions/Physical Requirements of the Job: (Indicate what the physical requirements are to complete the essential functions of the job, i.e. lifting, standing, etc. Also indicate any working conditions that may be out of the ordinary, i.e. travel, on call or unusual hours, exposure to noise, etc.).

  • Open office environment with individual cubicles

The above is not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor is it intended to be an exhaustive list of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job. Employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.