Seeking a Customer Experience/Service Specialist to execute and deliver existing portfolio accounts, process development requests, and handle daily customer and sales requests in a timely manner.

What You Will Be Doing

Customer Experience

•  Consistently deliver an excellent customer experience to internal and external customers.
• Have a positive approach on how you can assist the customers.
• Successfully meet customer fulfillment commits.
• Participate in departmental and company-wide Continuous Process Improvement initiatives.
• Establish a departmental culture that is service-oriented and quality-driven.

Account Maintenance

• Take ownership of all tasks within the established timeline.
• Manage multiple tasks simultaneously in accordance with defined sales orders.
• Place and follow up on all orders for designated accounts; Sales Orders, Replacements, Returns, Inventory,  Freight.
• Draft/maintain docs for Account requests:  Quality/Service Concern.
• Submit sales requests within CRM (customer relationship management).
• Collaborate with Senior Specialists/Managers identifying areas of improvement.
• Work closely with cross-functional departments to ensure specification accuracy and on-time service delivery.

Vendor & Freight Maintenance

• Collaborate with all CX Team Members to adhere to vendor SLOs.
• Primary contact for Customer-Facing Team.

What You Need for this Position

• High School Graduate Required, College Degree Preferred
• 2-3 years of order processing and customer service experience.
• Proficiency with Microsoft Office - Excel, Word, Outlook, PowerPoint.
• Powerbi is a plus

• Strong analytical thinker who can gather and assess data.
• Mind for Mathematical aptitude.
• Detail Oriented with problem-solving capabilities.
• Understand repeatable standardized processes.
• Ability to prioritize and perform multiple tasks in parallel.
• Strong written and verbal communication skills.
• Ability to work with limited supervision.

Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer
and all qualified applicants will receive consideration for employment without regard to
race, color, religion, national origin, gender, age, sexual orientation, gender identity,
disability, status as a Veteran or other protected classification