CXS Account Setup Specialist
NC, Statesville
Job Purpose
This position is responsible for the set up and maintenance of all programs in JDE. Responsible for all day-to-day functions of the maintenance of customer program specifics.
Key Responsibilities & Authorities
| 1. |
Interacts with account managers and sales reps through phone, email and meetings regarding their recognition programs. Problem solving and issue resolution required. |
| 2. |
Manages program status and updates program information in JDE. |
| 3. |
Set up of new accounts and programs in JDE. |
| 4. |
Coordinates all changes to programs – can include logos, data, events, recipients, offerings, letters/order forms, pages, shipping, pricing, etc. |
| 5. |
Monitor all aspects of a customer’s program to ensure things are running per customer’s expectations, including surveys, website accuracy, non-responders, manager/recipient emails, solicitation materials shipping on schedule, timely shipping of products, etc. |
| 6. |
Set criteria for data, recipients, shipping, invoices – must be able to clearly communicate information about how a program runs and what impact a change will make on that program. |
Qualifications
- Associate degree required; 4-year college degree highly desired.
- 3+ years of internal and external customer service experience in JDE required with proven ability to deliver a high degree of customer satisfaction.
- Proficient in use of Microsoft, specifically Word, Excel and Outlook.
- Ability to use Critical Thinking skills to problem solve both alone and with a team.
- Requires excellent communication skills, both verbal and written.
- Ability to work overtime as needed.
Desired Behaviors
- Works independently, with general supervision. Is expected to determine how to accomplish the work assignment.
- Prioritization skills required.
- Works with confidential data. An average degree of discretion is required.
- Requires accuracy in performing this function so high alertness and constant attention is required.
- Requires constant contact with program managers, sales reps and other departments furnishing or obtaining information.
- Problem solving, analytical skills and discretionary judgment are necessary in making decisions.
- Handles situations in a calm, objective manner. High degree of tact and diplomacy required. Must be approachable and able to look at situations from all angles.
Desired Outcomes
Deliver on-time, accurate results to client satisfaction
Working Conditions
Office environment
Job Purpose
This position is responsible for the set up and maintenance of all programs in JDE. Responsible for all day-to-day functions of the maintenance of customer program specifics.
Key Responsibilities & Authorities
| 1. |
Interacts with account managers and sales reps through phone, email and meetings regarding their recognition programs. Problem solving and issue resolution required. |
| 2. |
Manages program status and updates program information in JDE. |
| 3. |
Set up of new accounts and programs in JDE. |
| 4. |
Coordinates all changes to programs – can include logos, data, events, recipients, offerings, letters/order forms, pages, shipping, pricing, etc. |
| 5. |
Monitor all aspects of a customer’s program to ensure things are running per customer’s expectations, including surveys, website accuracy, non-responders, manager/recipient emails, solicitation materials shipping on schedule, timely shipping of products, etc. |
| 6. |
Set criteria for data, recipients, shipping, invoices – must be able to clearly communicate information about how a program runs and what impact a change will make on that program. |
Qualifications
- Associate degree required; 4-year college degree highly desired.
- 3+ years of internal and external customer service experience in JDE required with proven ability to deliver a high degree of customer satisfaction.
- Proficient in use of Microsoft, specifically Word, Excel and Outlook.
- Ability to use Critical Thinking skills to problem solve both alone and with a team.
- Requires excellent communication skills, both verbal and written.
- Ability to work overtime as needed.
Desired Behaviors
- Works independently, with general supervision. Is expected to determine how to accomplish the work assignment.
- Prioritization skills required.
- Works with confidential data. An average degree of discretion is required.
- Requires accuracy in performing this function so high alertness and constant attention is required.
- Requires constant contact with program managers, sales reps and other departments furnishing or obtaining information.
- Problem solving, analytical skills and discretionary judgment are necessary in making decisions.
- Handles situations in a calm, objective manner. High degree of tact and diplomacy required. Must be approachable and able to look at situations from all angles.
Desired Outcomes
Deliver on-time, accurate results to client satisfaction
Working Conditions
Office environment
