Customer Administrator Job Description
Customer administrator
provides high-quality service through efficient use of all Oracle/Siebel/MAPICS/SalesForce/Operating Systems functionalities related to order fulfillment and relative to customer activity. Handles and resolves complaints where necessary, and escalates when needed.
Customer Administrator Duties & Responsibilities
To write an effective customer administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included customer administrator job description templates that you can modify and use.
Sample responsibilities for this position include:
Support the Online Customer Service team during peak times
Provide Customer Development Team (CDT) support through Retail Development communication and effectiveness
Deal with client complaints / Incidents
Processing of cancellations
Reporting (Support, Implementation, Training, Cancellations)
Ownership of EDI process
Maintenance of Modular Website text and drawdown calculator
Training allocation / logistics
Project Coordination of new client implementations and upgrades
Answer enquiries from investors and their representatives, whether received by telephone or e-mail
Customer Administrator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Customer Administrator
List any licenses or certifications required by the position: II, IAT, SAP, CPD, MCSA, ABM, IDEM, PG, CCNP, CCNA
Education for Customer Administrator
Typically a job would require a certain level of education.
Employers hiring for the customer administrator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Business, Associates, Technical, Business/Administration, Finance, Communication, Engineering, General Education, Administration
Skills for Customer Administrator
Desired skills for customer administrator include:
Excel
OLM
OLS
Oracle
Outlook
Sales Force
Word
AOM
ATLAS and Siebel environments
EG and Quantumlite
Desired experience for customer administrator includes:
Meet required service standards, as defined by Key Performance Indicators
Seek to understand procedures from related departments outside Retail Operations (including fund accounting, distributions, and commissions) as a means to develop a wider view of the investor's relationship with Fund Solutions
Refer issues to the appropriate staff member or team, where assistance is required to resolve the enquiry
Call filtering - Pass calls for other departments through to them when required
Maintain awareness and understanding of the Investment Industry
Provide accounts-related customer assistance, , via ticket queue, email, and telephone
Customer Administrator Examples
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Customer Administrator Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of customer administrator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer administrator
- Assist with customer payment and credit collections
- Creation and maintenance of customer accounts and information therein
- Process and effect customer suspensions and terminations
- Process and effect authorized customer credits and refunds
- Undertake customer account fraud verification
- Negotiate and process customer agreements
- Assist in regulatory and management reporting presentation
- Support all Universal Services functions and program administration
- Participate in special projects, tasks and other duties as assigned
- Respond to internal and external inquiries and requests
Qualifications for customer administrator
- Ensure good working relationship with external community-based agencies and organizations
- Perform administrative duties to facilitate successful completion of Customer Onboarding and Network Turn Up
- Produce reports to facilitate the tracking and analytics of Customer Onboarding and Order Processing
- Customer satisfaction ratings
- Call stats
- A minimum of 1 year customer service experience required
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Customer Administrator Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of customer administrator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer administrator
- Responsible for preparing and delivering presentations to local communities, subdivision committees, or local town boards on proposed projects
- Verify inventory and production scheduling with production sites and warehouses
- Verify inventory availability of imports with the Import Department
- Set delivery schedules with customers and notify of changes
- Monitor and communicate order shipment progress
- Communicate customer forecasts to sales, production & imports
- Provide sales leads and cancelled order information to Sales
- Provide appropriate information to Sales for new account setups
- Assists with the labeling approval process and the change order releases of training materials
- Responsible for creating/updating departmental policies and procedures in conjunction with management direction and input
Qualifications for customer administrator
- Strong knowledge of PC applications
- Expert experience with PCs and peripherals hardware and assembly
- Experience with desk-side support of all Microsoft Windows environments
- An ability to work as part of a team or independently with minimum supervision
- An ability to work in a fast paced growth oriented environment
- An ability to prioritize and schedule projects
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Customer Administrator Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of customer administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer administrator
- Enter and update customer information, product licenses and annual maintenance records in hosted application
- Generate customer log in ids and perform remote training on support web portal
- Assist sales personnel with customer/product inquiries
- Generate accounting instructions for invoicing of product licenses and annual maintenance agreements
- Prepare and distribute products via FedEx or electronic file distribution
- Generate and maintain trade compliance records (exports outside US)
- Copy and ship training materials in advance of scheduled training sessions
- Daily huddles carried out by the Team Leader to discuss targets and achievements
- Work achieved is displayed within the Team to ensure all colleagues are aware of progress
- Regular one-to-one reviews
Qualifications for customer administrator
- Gathering market data for the Key Account Managers to use in business prospecting meetings
- Speaking to customers and understanding their requirements from leads which have come in to the business and correctly appointing the Sector Key Account Manager
- Opportunity follow up – working with the KAM team to help progress opportunities through the pipeline to expedite close dates
- Tenders - working with the Key Accounts team to help with administrative elements of the tender process
- This position requires a four year degree from an accredited college or university, with emphasis in business, marketing, or public relations preferred and five years of experience in sales or customer service
- Must have the ability to travel throughout company territory for customer meeting/business
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Customer Administrator Job Description
Job Description Example
Our growing company is looking to fill the role of customer administrator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer administrator
- Feedback from customers is always shared both with the individual and displayed on our praise board
- Resolves customer inquiries
- Ensure the Completion and timeliness of all activities according to a monthly schedule
- Ensure all credit vets, connections, upgrades, migrations, and ports are completed professionally and accurately within agreed timescales
- Ensure that all full service and manual imports are processed accurately and on schedule
- Ensure that all connection and non-connection administrative activities are fulfilled daily
- Take an active role in ensuring partner’s requests meet the criteria of the networks, therefore minimizing any risk and supporting the Commissions team as required
- Take individual responsibility for keeping up to date with all network changes and CPW promotions and propositions
- Work as a team player and adopt a flexible approach to the needs of the whole Partner Support Team
- Present a positive, professional, team-focused and efficient image at all times
Qualifications for customer administrator
- Responsible for working closely with the Key Account Managers to quote existing customers using our CRM tools
- High school diploma with 1 to 2 years of college preferred
- Experience with systems such as SAP, SuccessFactor LMS and Concur is highly preferred
- One year experience working in a customer-facing administrative support role is required
- Effective interpersonal skills (e.g., ability to remain patient, positive, and calm when interacting with internal or external customers)
- Effective listening and oral and written communication skills
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Customer Administrator Job Description
Job Description Example
Our company is hiring for a customer administrator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer administrator
- Have a clear understanding of Export, Control and Customs compliance
- Invoice correction where required
- Following up on initial enquiries
- Working as part of a team to hit and exceed goals
- Upload delegate information onto electronic systems, WINDA, and chase missing information
- Apply cash receipts to open invoices on customer accounts
- Process dealer credits and commission modification
- Enter checks and various adjustments into the computer system
- Balance checks to system input and post daily
Qualifications for customer administrator
- Commitment to Contact Centre opportunity for a minimum of 12 months essential to allow KBC to build the high performing team required to meet our customer's needs
- English and Maths (GCSE standard or equivalent) with minimum 2 - 3 years relevant work experience
- University degree (Economist)
- MCSA and Net+ certifications also preferred or equivalent work experience
- Ability to multitask and resolve problems of low to medium complexity
- Knowledge of SAP systems (SAP 409, SAP Fusion and SAP CRM)