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The Customer Service Specialist II provides back-office support by managing sales orders, inventory, and performance data. They also assist the sales team with administrative tasks, reporting, and resolving client issues to ensure operational efficiency.
MarketSource is a sales acceleration company focused on delivering better outcomes for many of the world’s most iconic brands. We design, operationalize, and execute managed sales and customer experience solutions for companies in B2B and B2C environments.
Our solutions are purpose-built and tech-enabled to deliver measurable improvements in business outcomes. We live by a set of people-focused values that guide our relationships with each other and with our clients. By putting people first, working together to make others successful, and establishing a rich and empowered work culture, we create opportunities for our people and the businesses we serve to be successful.
Summary
Client Support Specialist II is responsible for providing back-office support in various capacities to the internal & external client team members in accordance with policies, procedures, and quality standards; establish a good working relationship with team members and department contacts to maintain and continuously strive to improve the level of overall service being provided. Continuously strive to improve efficiencies and maintain an expert level in internal and external applications. May also include staff assistance and development of assigned associates as needed.
Essential Job Functions
· Monitor data & update sales performance through sales tracking tools and other performance KPI’s.
· Preform various order management functions to include order entry, tracking, cuts, shortages, transportation issues, returns, invoices, etc. effectively engaging with sales, client and customer as needed.
· Analyze and amend rejections on sales orders to ensure orders are handled correctly and efficiently.
· Manage inventory allocations.
· Gather and analyze data to understand problems and address them proactively.
· Create and prepare sell sheets, presentations, truck builders, trackers, etc.
· Complete set up of new items, displays, promotions, and execution of price changes.
· Order and manage sample inventory forecasting needs of business; process and fulfill sample requests for sales team; submit display forecasts.
· Management of payments and deductions by researching and validating all claims in accordance with client and company standards and processes; submitting claims for processing; working with finance team as needed.
· Update and maintain internal/external systems with detailed and accurate customer, product, pricing, and sales data.
· Develop, generate, and distribute reporting as needed.
· Document customer/client notes in CRM with concise details timely and accurately
· Research and resolve issues within scope of responsibility.
· Train, mentor, and provide support to the assigned sales team with other administrative tasks as requested by answering questions ensuring functions are efficiently performed in a quality-oriented manner.
· Keep up to date on current workflow and department procedures to answer questions, provide direction, or complete tasks.
· Provide departmental support ensuring issues are resolved in an accurate, timely, and professional manner.
· May be required to support supervisor in tasks and coaching.
Required Knowledge, Skills, and Abilities
· Exercise exceptional customer service skills to optimize each contact with the client and customers.
· Ensure that all requests/tasks are responded to in a professional and timely manner.
· Maintain required documentation including Standard Operating Procedures (SOP’s) on all processes updating regularly as needed.
· Maintain strict confidentiality of information provided by client and customers or data accessed within assigned systems.
· Maintain an in-depth knowledge of client's products and systems, as well as policies and procedures.
· Establish and maintain a professional relationship with internal/external customers, client, team members and department contacts.
· Escalate to leadership any situation outside the employee’s control that could adversely impact the services being provided.
· May be asked to perform other duties as required.
Job Requirements
· Must have a High School diploma or GED or equivalent education.
· Strong interpersonal communication skills
· Effective decision making and problem-solving skills.
· Attention to detail and analysis skills.
· Excellent written and verbal communication skills.
· Strong organizational skills with the ability to multi-task
· Ability to develop mastery of multiple systems and category knowledge within the business.
· Highly proficient in Microsoft Office with a high level of competency on Excel
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