Sr. Customer Advocate

3 weeks ago


Campbell, United States Advanced Energy Full time

Title: Sr. Customer Advocate * Generates quotes and invoices to customers.

* Coordinates frequently with local and remote AE Field Sales, Product Marketing, Global Support, Accounting, Engineering, or Operations staff in order to navigate the path to resolution of customer issues and enable a positive customer experience.

* Uses ERP system (Expandable) to provide and update delivery schedules, repair quotations and reporting status to the customer.

* Responsible for invoicing and keeping accurate records.

* Sales Order Entry Order Entry process (Expandable).

* Service Order Administration RMA process.

* Routine reporting functions: sales open order report, RMA backlog, service reports, and revenue reports.

* Executes proper processes for DEMO/EVAL units. This includes record, ship, return, and report on these units.

* Clerical tasks as assigned such as filing tax forms and customer purchase orders on SharePoint site and pulling data for audit purposes.

* Works with efficiency and effectiveness to handle multiple, time sensitive tasks and meet expectations on metrics.

* Works closely with Export Compliance Department on foreign trade transactions to ensure compliance with government exporting regulations.

* Works as a member of the team by assisting and supporting each member.

* Assists purchasing in searching for and acquiring material and components that are urgently needed and reconciling vendor invoices against POs.

* Other duties and projects are assigned as needed.

* 6+ years experience in a customer-centric, time-sensitive environment with ability to manage moderately complex customer situations and issues.

* Experience with CRM and or business operating systems such as Expandable, SAP, Salesforce.com or equivalent preferred.

* Ability to communicate verbally and in writing in an effective, positive, and professional manner with internal and external customers.

* Effective organizational skills and strong attention to detail.

* Ability to manage and follow-up on competing priorities, conflicts and problems in a demanding, time-sensitive, customer-centric environment.

* Strong computer skills in Microsoft Office (Word, Excel, Outlook).

* Must bring a positive and professional attitude with the ability to manage conflicts.

* Possess a drive to learn more, increase productivity, and provide excellent customer experiences.

* Must have time management skills to work effectively in an organized. fashion and provide internal and external customers with prompt follow up.

* Previous experience with accounting

* Previous experience with customer interface including order entry processes, delivery commitments and or quality operations.

* Some technical education or experience in the electronics field.

* Medical - 4 different health care plan options, dental, and vision

* Short and long-term disability and life insurance

* Health savings and flexible spending accounts

* Generous paid time off starting at 4 weeks, 7 holidays and 3 floating holidays

* 8 Hours of paid volunteer time off

* 8 weeks of paid parental leave for both Moms and Dads

* Company matched 401(k)

* Tuition reimbursement

* Expanded mental health coverage and employee assistance programs

* Other voluntary benefits include pet insurance, identify theft, legal assistance, critical illness, and voluntary accident insurance


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