Client Service Representative

 

The Client Services Representative I position will be responsible for installation, training and support of customers on the intricacies of a major-market, custom built, retail or production operation ERP system over the phone, online as well as on-site.

 

REPORTS TO

  • Director of Client Services

 

RESPONSIBILITIES

  • Take incoming phone calls from customers and log details into CRM system.
  • Take ownership of client issues and drive them towards a solution.
  • Assist Quality Assurance staff as needed in testing enhancements to the system.
  • Perform on-site software installation for new clients.
  • Perform training sessions to both new and existing clients online as well as on-site.
  • Keep informed regarding enhancements made to the system and convey them to the clients.
  • Evaluate accounting procedures of clients and diagnose areas of concern.
  • Participate in department meetings and keep peers informed of issues that you’ve faced.
  • Help train Client Services Representative II to enable them to achieve the qualifications necessary to become a Client Services Representative I.

 

 

BACKGROUND OR EDUCATION

  • Knowledge of GAAP accounting procedures.
  • Experience within multi-department agricultural retail environments.
  • Basic knowledge of local cooperatives.

 

SKILLS

  • Excellent interpersonal skills.
  • Ability to multi-task.
  • Detail oriented.
  • Working knowledge of computers, software applications and operating systems.
  • Microsoft Office Suite (Access, Excel, Power Point, Word)
  • Familiarity of ODBC.
  • Knowledgeable with SQL Database.

 

TRAVEL OR OTHER CONDITIONS

  • Overnight travel is required.

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