Customer Solutions Representative Job Description
Customer Solutions Representative Duties & Responsibilities
To write an effective customer solutions representative job description, begin by listing detailed duties, responsibilities and expectations. We have included customer solutions representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Customer Solutions Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Customer Solutions Representative
Typically a job would require a certain level of education.
Employers hiring for the customer solutions representative job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Business, Financial Services, Education, Associates, Technical, Computer, Business/Administration, Technology, Project Management, Engineering
Skills for Customer Solutions Representative
Desired skills for customer solutions representative include:
Desired experience for customer solutions representative includes:
Customer Solutions Representative Examples
Customer Solutions Representative Job Description
- Processes orders from both assigned customers and unassigned customers as needed sets up new accounts
- Maintains special instructions on key accounts that have special handling maintain updated customer profiles
- Responsible for partnering with others
- Responsible for enhancing technical and functional competencies, professional and leadership development
- The candidate must have strong analytical skills and multi-tasking capabilities
- Must have sound written and verbal communication skills, be highly organized, demonstrated problem solving skills, and have the ability to work independently with both internal and external customers
- Assume other projects and responsibilities from time to time as directed
- Regular and predictable attendance is presumed to be an essential function of all employment
- Position reports to Department Supervisor/Manager, and has continuous interaction with internal and external customers
- Requires effective communication and cooperation to facilitate an easy-to-do-business-with environment and to contribute to a cohesive, productive unit dedicated to the achievement of corporate goals
- Minimum 1 year previous call center experience, required
- Proficiency with the Microsoft Office suites including, Word, Excel, required
- Lotus Notes, FilePro and Microsoft Outlook experience, preferred
- Must possess valid provincial driver’s license
- Utilize multiple applications (4+) on screens
- You must be able to perform the requirements of this position, with or without a reasonable accommodation
Customer Solutions Representative Job Description
- Decisions affect customer satisfaction, order fulfillment and invoicing accuracy
- Contacts customers and vendors to advise and obtain information regarding programs
- Providing team meeting support and coordination in addition to proving back up customer service support for other programs and projects
- Analyze complex customer escalation issues by understanding customer perspective of issues, and use expert knowledge of multiple CBO usage and billing processes, metering processes to assess and resolve issue
- Lead multiple stakeholders within company to resolve complex escalated customer issues crossing all tariff and processes that CBO supports
- Document contacts
- Must be able to work M-F 7 a.m
- Fist level review and resolution of customer inquiries via telephone
- Supports management with ad-hoc assignments as needed
- Provides guidance and functional direction to CCC, RSO, and Consumer Affairs in regards to collection/credit risk and payment arrangement negotiations
- CPG experience a must with a large established company
- Strong customer service experience, trained and knowledgeable with Order Management
- Professional Maturity/ Strong Interpersonal skills – handles sensitive, confidential information with pose, stays calm under extreme pressure, and welcome positive and constructive feedback
- Strong Problem solving - Analyze complex situations, provide recommendations, and find practical resolutions
- Strong Technical Skills Mainframe and all Microsoft applications
- Minimum of two years of experience in customer service related role
Customer Solutions Representative Job Description
- Ensures proper balancing and prioritization of workflow to optimize utilization of resources to meet customer requirements
- Verifies print quality of output to ensure required customer standards are met
- Interacts on a daily basis with internal and external customers, and/or vendors and support staff
- Identify potential sales opportunities within current framework and implements actions to drive improvement in sales profitability and / or reduce cost to serve for customers deemed non-viable
- Monitor and provide key actionable insights into equipment performance (ROI) and availability
- Support all customer service related inquiries and initiatives - received from both internal and external customers
- Contribute to delivering yearly OPEX targeted impacts and/or can demonstrate results of pull and flow by reduction of waste
- Primary contact for commercial customers with past due balances > $10,000 or residential customers with past due balances > $1,000 and/or customers profiled to a credit administrator based on past payment history
- Analysis of customer billing period, amount billed and amount owed
- Negotiates with customer, controller or officers to set payment arrangements or payment extensions on rebills, deposits, or outstanding balances
- Minimum of 1 year of experience working in Customer Service
- Three-plus years of experience in Customer Service or Inside Sales
- 1+ years of selling experience to include frequent (e.g., daily) communications with customers via telephone, e-mail and/or face-to-face
- Quality Assurance testing for company software
- Must possess exceptional communication skills internally and externally
- Time management and able to set priorities
Customer Solutions Representative Job Description
- CSR will assist in pulling leads from the interface and work according to client and company policy and procedures
- Provides guidance and functional direction to CCC and RSO Employees, BCD, MSO and other internal partners in regards to collection/credit risk and payment arrangement negotiations
- Investigating and resolving disputes that arise from either unpaid balances being placed on a customer's credit report and all disputes that arise from unpaid closing bills being transferred to other active accounts
- Resolving disputes may also require interviewing customers to acquire new information too
- If identity theft (fraud) is detected, additional research is required to identify the actual responsible party and transfer the balance accordingly, or tenant off the balance if a responsible party cannot be determined
- Display high level of sensitivity and urgency when resolving disputes
- Maintain confidentiality when dealing with social security numbers, customer information, credit bureau placements and Experian search tool results
- Position requires analysis of customer’s effective filing date, related entities impacted and determining balances owed
- Often makes decisions pertaining to proper action for paying down prepetition balances with deposits, collecting post-petition deposits, posting claim payments and providing ordinary course and new value defenses to attorneys
- CSR3 has the knowledge, expertise and training to make appropriate decisions
- Proficient with Microsoft Outlook, Powerpoint, Excel, and Word
- Minimum of 2 years of experience as a customer support representative work in a high volume call environment
- Bilingual language skills - positions available
- Contacting customers, vendors, and/or CPUC personnel to advise and obtain information
- Works directly with all areas of the utility to thoroughly investigate customer issues
- Demonstrate experience with third party skip tracing tools Experian Social Search, Metronet and LexisNexis
Customer Solutions Representative Job Description
- Real-time feedback and guidance, and answer questions to Customer Service Representatives and issues pertaining to escalated processing issues, technical feedback, and functional direction on policies and procedures
- May conduct stand-up training with Customer Service Representatives on new processes and procedures
- Presents program overview to new hire classes in CCC to ensure they are familiar with processes and procedures
- Assume other projects and responsibilities as directed by manager
- Position reports to Department Supervisor, and has continuous interaction with internal and external customers, including OEMs, distributors, Manufacturers’ Reps, Regional Managers, Sales and Marketing on orders and status
- May need to expedite product to meet the most critical customer requirements
- Participate in successful achievement of annual sales targets
- Position requires analysis of customer’s effective filing date, entities impacted and determining balances owed
- Provides guidance and functional direction to CCC, Consumer Affairs, BCD and other RSO employees in regards to bankruptcy matters
- Responsible for the largest and most profitable customers
- Able to work in a face paced environment
- Demonstrated knowledge of and experience with CSS/ CSS-CWO
- Must have five (5) or more years of experience in a credit, collections or customer service environment
- Must be proficient in Microsoft Word, Excel, PowerPoint and Lotus Notes
- Typically possesses a Bachelor Degree or an equivalent combination of education, training, and experience
- Demonstrated knowledge of and experience with Call Work Optimization (CWO)