Investment Management Green Card Sponsorship Jobs in Indiana

SUMMARY OF POSITION:

Under the direction of the Manager of Customer Experience the Customer Experience Agent is the primary order entry resource for assigned customers and is the point person for all incoming customer inquiries.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• First point of contact for all incoming calls and emails to the Customer Experience Department. Provide exceptional support via phone and email to customers, addressing inquiries regarding orders, promotions, shipments, and product details. Actively work to increase sales based upon knowledge of customers and their needs. Ensures calls appropriately managed or redirected when in meetings, on breaks, or out of office.

• Processes orders, including order entry, status updates, backorder management, & prebook management. Ensure accurate documentation of customer requirements for orders placed. Ensure timely and accurate delivery of products all the while developing a strong working relationship with the customer.

• Proactively address and resolve any customer concerns, complaints, or returns, ensuring timely and satisfactory solutions to maintain customer loyalty.

• Work with the CRM system to streamline communication and to build account knowledge. Develop and maintain positive, long-term relationships with customers by understanding their needs and delivering personalized service.

• Stay informed on product offerings and promotions to effectively assist customers with product selection and upsell opportunities.

• Work closely with the cross functional teams to ensure timely fulfillment of orders and initiative-taking communication on any potential delays or stock shortages to customers. Routes all inquiries and account needs to the proper department to develop solutions in the best interest of both the customer and the company. Follow procedures and protocols to ensure consistent service and strong working relationships with team responsible for shipping, delivery, accounting, and technical issues from a customer service perspective.

• Track customer feedback, report on customer service trends, and provide insights to management on customer needs or concerns.

• Travel to support account events, account shows, or industry events.

SUPERVISORY RESPONSIBILITY

This job has no direct supervisory responsibilities of other team members; however, this position will lead the effort as point person for all incoming inquiries to the over assigned accounts.