Client Relationship Specialist

Client Relationship Specialist (Administrative)

$27.00 to $30.00 / hour

Reporting to the Client Relationship Manager, the Client Relationship Specialist is responsible for assisting with maintaining excellent relationships with both external and internal customers as well as providing Accounting support functions.

Under the supervision of the Client Relationship Manager, the Client Relationship Specialist will assist in maintaining excellent customer relationships with both external & internal clients. The Client Relationship Specialist will assist in maintaining the CRM program via timely responses to client requests including agreements, rates, inventories, estimates, service issues, procedural questions and other client requests.

This position is also responsible for reporting and escalating any issues to their manager.

This position may participate in weekly team training.

• Respond to client inquires input into the CRM application.
• Assist client with audit requests for special reporting, i.e. SSAE compliance.
• Proactively contact small to medium carton count customers.
• 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 pricing application.
• 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.
• Assist with client inquiries and answer client questions with regard to payment history/balance, account updates, and customer service issues.
• Assist with answering CC/Statement lines.
• 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.

• Adhere to meal and rest periods per Company policy.
• Other accounting‑related functions as needed to meet business needs and requirements assigned.
• Works with confidential data, which, if disclosed, might have a significant internal or external effect.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.