Client Services Specialist I
3 weeks ago
Job Description
Client Services Specialist – San Jose, CA
Job Summary: Reporting to the Manager of Client Services, the Client Services Specialist I is accountable for maintaining day-to-day client relations and ensuring world-class proposal fulfillment. The team member serves as a resource to existing customers, prospects, and all employees. The chosen candidate will be aligned with and support the overall goals and objectives of the entire company, and actively provide input and support throughout the company.
Essential Duties and Responsibilities- Provide a high level of interactive and responsive customer service throughout the quote and during the testing stage, utilizing phone, in person, and via email to provide pricing and testing information.
- Support the full cycle end-to-end process of quote writing.
- Understand the client scope, needs, and requirements.
- Provide technical guidance and troubleshoot to guide clients to relevant testing support.
- Take and process client orders, provide schedule information, and follow up as required.
- Prepare accurate and complete quotes and revisions within the required time metric.
- Complete required quote follow-up calls on a daily, weekly, and monthly basis to stimulate repeat business and loyalty.
- Provide technical inquiries into client testing opportunities, supporting both external and internal inquiries.
- Accurately complete Salesforce entries and ensure customer entries into CRM are complete within the required time frame.
- Capture all client communication accurately into CRM.
- Provide accurate and up-to-date documentation with client contacts to reflect the current state of the process.
- Adhere to standard procedures or processes regarding quote writing.
- B.S. Degree in a related field or equivalent industry experience.
- 3-5 years of technical experience in packaging, testing, or a related industry.
- 1-3 years of strong customer service and sales experience.
- Ability to read and interpret documents such as protocols, industry specifications, and procedures.
- Excellent verbal and written English language skills.
- Strong work ethic and high level of professionalism.
- Proficient in the Microsoft Office suite and general computer literacy.
- Math skills: ability to calculate related to understand integrals and more complex testing (Fast Fourier Transform, Shock Response Spectrum, etc.), as well as advanced algebra, statistics, and geometry.
- Previous experience with CRM software preferred.
- Intermediate math, analysis, and computation skills.
- Fast learner with ability to communicate clearly.
- Demonstrates strong accountability.
- High focus on customer service and willingness to go above and beyond to get the job done.
- Organized with impeccable follow-through skills.
- Works collaboratively with colleagues.
- Critical analysis mindset; able to think outside the box.
- Ability to find innovative solutions to complex problems.
- Contributes to a positive work environment through cooperative and professional interactions with co-workers, customers, and vendors.
- Trusted - Uncompromising Quality and Integrity
- Forward Focus - Committed to the success of our Team, our customers, and our Company
- Wow Your Customers - Exceed their expectations, no excuses
- Unique & Amazing Culture - Work hard, play hard, own it
- Stewardship - Safeguarding our People, Profit, and Future
Pay rate: $29.00 - $31.00 per hour.
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