Customer Delivery Specialist

2 months ago

Scottsdale, United States Cornerstone Advisors Of Arizona Llc Full time

The Customer Delivery Specialist ensures seamless operations and exceptional service delivery to our clients. This position is responsible for generating standard quotes and work orders across a range of services including contract negotiation, strategic planning, research, vendor advisory, technology implementations, speaking engagements, SaaS agreements, single-phase work orders, and market overviews for contract negotiations.

**ESSENTIAL FUNCTIONS**:
**Knowledge and Skills**
- Quote and Work Order Generation: Create standard quotes and work orders accurately and efficiently for various services offered by Cornerstone, ensuring adherence to internal procedures and client requirements.
- Customer Support: Provide exceptional customer support by promptly addressing client inquiries, resolving issues, and offering assistance throughout the engagement process.
- Documentation and Administrative Tasks: Manage documentation processes such as references, sales deck reviews, DocuSign services, and other administrative tasks to support client engagements effectively.
- Operational and Project Management Support: Collaborate with internal teams to provide operational and project management administrative support.
- Data Analytics Assistance: Assist in data analytics tasks as needed, including data collection, analysis, and reporting to support client projects and strategic initiatives.

**Problem Solving/Analysis**
- Leverages their understanding of financial services consulting and Cornerstone’s offerings to ensure documents are accurate and delivered in a timely manner.
- Utilizes data analytics skills to collect and interpret relevant data to identify patterns, trends, and potential areas for improvement, enabling informed decision-making and solution development.
- Engages with cross-functional teams to brainstorm innovative solutions, drawing on diverse perspectives and expertise to devise tailored strategies that address client needs comprehensively.

**Business Impact and Scope**
- Meticulously manages documentation, quotes, and work orders, to ensure smooth operational processes, reducing errors, delays, and inefficiencies, effectively optimizing resource utilization, and enhancing overall productivity.
- Provides excellent service delivery that enhances to Cornerstone’s reputation for excellence in financial services consulting.

**Communication and Collaboration**
- Engages with clients in a professional manner, providing responsive communication, addressing inquiries, and facilitating information exchange to ensure client needs are understood and met effectively.
- Collaborates closely with internal teams such as sales and project management to exchange information, share insights, and coordinate efforts to deliver seamless service and support throughout the client engagement lifecycle.
- Actively participates in training sessions and knowledge-sharing activities within the team, sharing best practices, insights, and lessons learned to contribute to a collaborative and supportive work environment that promotes continuous improvement and professional growth.

**Influence Responsibility/Level of Interaction**
- Cultivates strong interpersonal relationships with clients, demonstrating active listening, empathy, and effective communication to understand their needs, address concerns, and build trust.
- Collaborates effectively with internal teams, including sales, project management, and senior leadership, through clear communication, active participation in meetings, and the ability to articulate insights and recommendations persuasively.

**Supervisory Responsibility and Autonomy**
- Supervisory Responsibility: None. The specialist may occasionally assist in training or providing guidance to new team members, contributing to their professional development within the Solution Operations team.
- Autonomy: The specialist operates within established procedures and guidelines, with a degree of autonomy to manage their workload, prioritize tasks, and make decisions related to their responsibilities. They are expected to exercise good judgment and seek guidance from supervisors when necessary, contributing to the efficiency and effectiveness of the operations team.

**REQUIRED SKILLS & ESSENTIAL QUALITIES**:
**Technical Skills**
- Proficiency in Microsoft Office Suite: Including Word, Excel, and PowerPoint for creating documents, spreadsheets, and presentations related to quotes, work orders, and client communications.
- CRM/ERP Software: Experience with Microsoft Dynamics software for managing client interactions, tracking sales leads, and documenting client communications and interactions.
- Document Management Tools: Familiarity with DocuSign document management tools for managing electronic signatures, document tracking, and ensuring compliance with legal and regulatory requirements.
- Data Analytics: Basic understanding of data analytics concepts and proficiency in tools such as Microsoft Excel for data

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