1 jobs found in Temecula

NATURE AND SCOPE: The Customer Specialist I supports processes throughout the Sales Operational areas and any other departments as necessary in order to align functions within SAP, reporting systems, and sales operational procedures.  Each specialist will be part of a 2 to 3 person team and each team will be responsible for a set group of accounts.  Responsibilities may vary depending on the group of accounts assigned.  List below are the responsibilities. PRINCIPAL ACCOUNTABILITIES : Accounts Account creation, request are submitted on credit applications, spreadsheets, and by email Changes to existing accounts received by email or updated credit applications Ensure that all credit applications are submitted with the necessary information and contact customers as needed to obtain additional information Notify the Customer, Financial Services, and the Sales Representative of new/updated account information Communicate to the appropriate parties when changes are made on accounts that will affect the following processes: order entry, accounts receivable, commission, pricing, or reporting Enter and maintain E Invoicing, Shipment Notification, and Order Confirmation email set up ABW creation and maintenance Enter an maintain the all pertinent fields within the customer database GPO (Customer Group Purchasing) Add, change, and maintain Hierarchies attached to accounts Complete a monthly matching of the GPO memberships against the customer database Update or remove customer Hierarchy depending on results from monthly matching Licensing Enter and maintain customer specific licensing and other identifying codes in SAP Validate licensing using third party website, if not available licenses must be verified directly on the state website. If validation on the website is not possible, then a call can be placed directly to the agency to verify the license. Track and audit license expiration dates on a monthly basis Evaluate licensing when there is an address or license change Be available to search and validate licensing, while a customer is in the process of placing an order with Customer Service Communicate verbally, electronically or by phone call any license exceptions or challenges to those involved in the account – Customer Service, Materials, Sales, and Customers Adjustments Verify the validity of each request received Manage the complete process for the following type of adjustment transactions Field Transfers Request received from the Sales rep, facilitate the physical transfer of product, provide the necessary documents to the customer and ensure the customer sends back the completed forms, process the transactions into SAP Returns Communicating the return process to the customer, send the necessary paperwork, and process the transaction in SAP Assist with many types of returns; standard, Flu, Flu Excise Tax, and recalls  Credit/Rebills Requests received for chargeback, discounts, and payer issues Enter the credit and rebills into SAP General Credits Issue credits in SAP for; damaged/disposed offsite, manufacturer product complaint, customer satisfaction, and freight General Scan documents into Kodak on a regular basis, at least weekly Run standard account sales report utilizing the BI tool Clearly communicate challenges and issues verbally, electronically, or by phone Continually develop and maintain company's image and corporate philosophy Continuously strive to improve processes, service quality to internal and external customers, and employee relations Display dedication to the position responsibilities and achieve assigned goals and objectives Support team members with questions or assist with processes Other duties as assigned DIMENSION : Support of Sales Operations for a corporation with approximately $1.5 billion yearly sales. SUPERVISORY RESPONSIBILITIES: None KNOWLEDGE, SKILLS AND ABILITIES : Ability to communicate effectively with internal/external Customers/management at all levels; must have strong analytical skills and accuracy plus diligence to the task at hand; must possess excellent written and verbal communication skills; proficiency in Microsoft Word and Excel; desire and ability to take on new responsibilities and tasks; works with general supervision; ability to solve moderately complex problems; ability to work independently and make decisions based on guidelines of job description. Represent the Company in a professional manner and appearance at all times. Understand and internalize the Company’s purpose; Display loyalty to the Company and its organizational values. Display enthusiasm and dedication to learning how to be more effective on the job and share knowledge with others. Work effectively with co-workers, internal and external customers and others by sharing ideas in a constructive and positive manner; listen to and objectively consider ideas and suggestions from others; keep commitments; keep others informed of work progress, timetables, and issues; address problems and issues constructively to find mutually acceptable and practical business solutions; address others by name, title, or other respectful identifier, and; respect the diversity of our work force in actions, words, and deeds. EDUCATION AND EXPERIENCE DESIRED : High School diploma or equivalent Minimum of five (5) years of experience in operations/customer service Proficient in Microsoft Word, Excel, and Access, above basic knowledge preferred Experience in SAP (ERP System) preferred Typical Office Environment: No unusual exposures Equipment Used: Operate office equipment Physical Requirements: While performing the duties of this position, the employee is required to regularly use hands to finger, handle or feel objects, tools, controls and equipment.  The employee must be able to walk, sit and stand.  The employee occasionally lifts up to 20 lbs. and occasionally kneels and bends.   The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions of this position.   EEO/AAP Statement : FFF Enterprises is an EEO/AAP employer; all business decisions (employment, promotions, compensation, etc) are made without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, gender identity, or any other legally protected status.             Jiro Yamamoto Team D