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The Boelter Companies · 4 months ago

Customer Success Administrative Coordinator

Pewaukee, WI, USA

Full-time

Hybrid

Entry Level

1+ years exp

The Boelter Companies has been a leader in the restaurant supply, hospitality, and beverage industries for 95 years, emphasizing quality service and products. They are looking for a Customer Success Administrative Coordinator to support the Customer Success teams by ensuring timely completion of order processes and maintaining effective communication with internal and external stakeholders.

CommercialFood and BeverageRestaurants

Responsibilities

Provide an excellent level of service and strong attention to detail to ensure accurate data entry while striving for consistent, positive experiences for both internal and external customers

Efficiently utilize SAP system to expedite vendor PO’s, request invoices and check for accuracy and completeness

Utilize available systems (SAP, HubSpot, AutoQuotes) daily to create and maintain order progression and shipping updates

Respond to problems with sense of urgency, collaborating with Customer Service Leader, Customer Success Managers, Customer Success Team, Purchasing, Sales associates and other necessary Boelter associates to determine optimal problem resolution for the customer, supplier and Boelter

Proactive communication with internal and external vendors and installers via email, phone or chat to get order updates, purchase order updates, and carrier tracking information which would be shared with CS Team in Hubspot and SAP

Coordinate with external installers and internal warehouse teams to get equipment delivered to customers correctly and in a timely manner

Work with vendors and installers to get invoices and send them to the accounts payable team for billing. They would be responsible for auditing and reviewing all open orders and making sure they are billed in an accurate and timely manner

Develop and maintain excellent working relationships with all internal departments, suppliers and manufacturer rep groups

Identify and inform appropriate departments and suppliers of any changes, developments or problems related to both service and product. Work with vendors on return authorizations and any warranty issues that may arise

Participate in cross-functional teams to ensure the continuous, on-going improvement of processes, methods, productivity, and quality, while reducing overall costs

Acquire knowledge and attend training on products and services offered by our suppliers to provide customers with options for their program needs