Corodata Record Management Inc. · 14 hours ago
Client Relationship Associate
Poway, CA
Full-time
Onsite
Entry Level
$25/hr - $27.50/hr
1+ years expCorodata is a company seeking a Client Relationship Associate to assist in maintaining excellent relationships with both external and internal customers. The role involves providing accounting support functions, responding to client inquiries, and maintaining the CRM program.
ConsultingEvent ManagementInformation ServicesInformation TechnologySocial Media
Responsibilities
Respond to client inquires input into the CRM application
Proactively contact small to medium carton count
Strategically move the Happiness Measurement Bar in the CRM application for assigned accounts
Maintain and input results of client relationship activities in CRM application to capture new contacts and client interactions
Assist with auditing client agreements
Assist clients with any inquiries regarding their services including but not limited to: billing/invoices, payment histories and reconciliations, rate history, historical service activity and service issues
In order to complete tasks, learn the needed sections of various company computer applications such as CRM, Great Plains, RSSQL, EZ Shred, C Production data and RS Pricing
Escalate and/or seek advice from the CRM Manager for any unsolved situations or complaints from customers
Support Sales and Account Managers efforts by researching, compiling, summarizing and sharing various matrix information regarding our clients
Assist with preparing warehouse adjustments that arise from addressing client concerns / issues
Interact with other departments such as Operations and Finance relating to client transactions and record relevant information in CRM. Create tickets in CRM application as needed
Process customer communications via letters and email
Perform work with quality, efficiency and safety at all times
Foster positive relationships with customers to build trust and rapport
Maintain and input results of client relationship activities in CRM application to capture new contacts and client interactions
Requires flexibility to adapt to changing customer and staffing needs, with a cooperative attitude
Customer interface – including but not limited to processing transactions and customer requests
May greet customers for client access to collect payment
Answers calls for Accounting department, such as, process payments, customer service, routes to appropriate personnel
Must be courteous, helpful, and professional to all existing and potential internal and external customers
Provide input and direction to teammates on enhancing customer service
Promote Corodata’s Mission and Vision Statements
Continuously promotes compliance with company policies and procedures
Qualification
Required
High School Diploma or GED equivalent required or an equivalent of education and work experience
One (1) to three (3) years customer service experience in a call center or office environment
Intermediate MS Excel required
Proficient in MS Office required
Proven ability to work effectively with others in a team environment
Organization skills, attention to details, and the ability to prioritize in a changing environment
Ability to read and interpret documents written in English such as procedures, work instructions, and timesheets
Ability to effectively communicate with customers and coworkers
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Ability to effectively communicate with potentially stressful and/or emotional situations
Outstanding customer oriented skills
Understanding of Generally Accepted Accounting Principles
Capability of effective planning and priority setting
Must be able to work independently and practice critical thinking
Must be able to ensure the accuracy of the work product
Very attentive to detail
Ability to write professional letters and emails to clients
Ability to manage several complex projects simultaneously while working under pressure to meet deadlines
Ability to consistently meet daily, weekly and monthly deadlines
Comfortable working with customers as well as sales, accounting and other departments
Ability to work effectively in a team environment as a positive team player
Requires effective decision-making skills for handling customer and teammate escalations
Calm, professional demeanor, thoughtful response capability that displays the ability to treat everyone with respect and arrive at win-win solutions
Ability to handle and safeguard sensitive and confidential information required
Preferred
Bachelor's degree in Accounting
Two (2) years' experience of accounting
Familiarity with Great Plains and billing systems software
Company
Corodata Record Management Inc.
For 75 years, Family-owned and operated since 1948, Corodata is the largest independent Records Management company in California.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linda LeLievre [LION][TopLinked][MyLink500]
SHRED ACCOUNT EXECUTIVE
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