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Client Relations Analyst

2 months ago

Mauston, Wisconsin, United States Yoh Full time
Customer Analyst and Advisor
GENERAL POSITION SUMMARY
The Customer Analyst and Advisor plays a crucial role in managing client relationships for member organizations and various stakeholders. Utilizing extensive knowledge of the energy sector, this position addresses customer inquiries through diverse research techniques and internal resources. Responsibilities include conducting data analysis and account management by examining call trends and patterns, serving as the primary contact for immediate member requests.
MUST HAVE REQUIREMENTS
  • Outstanding verbal and written communication and presentation abilities
  • Dependable transportation and capability to work on-site three days per week
  • Proven track record of producing high-quality deliverables with meticulous attention to detail
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Manage and resolve customer inquiries and issues promptly and thoroughly, primarily via phone and email
  • Conduct data analysis on large datasets
  • Exhibit exceptional research capabilities (both primary and secondary)
  • Document all incoming inquiries to ensure accuracy and consistency in responses
  • Propose frequently asked questions for inclusion in a knowledge base
  • Act as the primary resource for addressing immediate customer requests
  • Anticipate challenges and suggest viable solutions
  • Communicate effectively with representatives from member companies on a wide range of topics, ensuring complete customer satisfaction
  • Possess a comprehensive understanding of the company's mission, structure, vision, values, operating principles, and procedures, including knowledge of existing and upcoming markets, major business functions, products, services, and associated strategies. Have a general understanding of the U.S. energy industry
  • Handle multiple concurrent objectives, projects, groups, or activities. Work independently while exercising sound judgment in prioritization and time management
  • Demonstrate adaptability to change
  • Build effective working relationships with individuals and groups at various levels in a constructive and collaborative manner
CORE COMPETENCIES
  • Problem Solving
    • Employs rigorous logic and methods to address complex issues with effective solutions; investigates all potential sources for answers; identifies hidden problems; excels in honest analysis; looks beyond the obvious and does not settle for initial answers.
  • Time Management
    • Utilizes time effectively and efficiently; prioritizes important tasks; accomplishes more in less time than others; can manage a broader range of activities.
  • Drive for Results
    • Consistently exceeds goals; recognized as a top performer; highly results-oriented; persistently motivates self and others for outcomes.
  • Interpersonal Savvy
    • Builds rapport with diverse individuals - at all levels within and outside the organization; fosters constructive and effective relationships; employs diplomacy and tact; can effectively manage high-tension situations.
  • Customer Focus
    • Dedicated to meeting the expectations and needs of both internal and external customers; gathers firsthand customer insights for product and service improvements; acts with customer interests in mind; establishes and maintains effective relationships with customers, earning their trust and respect.
CHARACTERISTICS AND QUALIFICATIONS
To excel in this role, an individual must successfully perform each essential duty. The requirements outlined below represent the knowledge, skills, and abilities necessary for this position. Reasonable accommodations may be made to enable individuals with disabilities to fulfill essential functions.
REQUIRED
  • Recent college graduate with a Bachelor's degree or an experienced professional with a High School Diploma and a minimum of five years of work experience, or an Associate's degree with at least two years of experience in a client management or customer experience-related role.
  • Demonstrated ability to produce high-quality work with attention to detail
  • Excellent written and verbal communication and problem-solving skills.
  • Proficiency in Excel, Word, and PowerPoint:
    • SQL and Python - preferred
    • MS Access - Optional
    • Salesforce - Optional
  • Capacity to grow within the position, increasing expertise, responsibility, and accountability.
  • Strong verbal and written communication skills
  • Exceptional presentation abilities
  • Hybrid work model - three days in the office required
  • Self-starter mentality
PREFERRED
  • Bachelor's degree in business, marketing, finance, data analytics, mathematics, or engineering
  • Experience in Marketing, Data Analytics, Client Support, or Finance
  • Interest in the Energy sector
Estimated Min Rate: 25
Estimated Max Rate: 30

Note: Any displayed pay ranges are estimations. Actual compensation is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are encouraged to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit to contact us if you are an individual with a disability and require accommodation in the application process.