Customer Relations Representative Job Description

Customer Relations Representative Job Description

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Customer relations representative provides internal and external customers with best possible service in terms of order processing, pricing and billing inquires, master data, order admin and customer complaints.

Customer Relations Representative Duties & Responsibilities

To write an effective customer relations representative job description, begin by listing detailed duties, responsibilities and expectations. We have included customer relations representative job description templates that you can modify and use.

Sample responsibilities for this position include:

Answers phone calls and responds to all customer inquiries including, but not limited to pricing, billing, documenting complaints and setting up new orders
Coordinate sales orders with manufacturing, inventory and service and assembly departments
Partner with Billing and Underwriting departments to resolve customer concerns
Answer education 800 line and return all messages within 24 hours
Participate in weekly communication meetings to ensure all information that is provided to our customers is accurate
Confirm all participants' within 3 weeks of an event and generate confirmation letters 3 weeks prior to class start date
Drive internal activities associated with product delivery requests from order entry in SAP, through shipment and invoicing until customer satisfaction is achieved
Obtain and maintain essential customer and business critical information in multi-systems
Promote the adoption of key customer service offerings such as vendor managed inventory, ecommerce, online self-service, and paperless orders
Participates on special project and process improvement teams

Customer Relations Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Customer Relations Representative

Typically a job would require a certain level of education.

Employers hiring for the customer relations representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Marketing, Business/Management, Sound, Business/Administration, Computer, General Education, Business, Associates, Arts

Skills for Customer Relations Representative

Desired skills for customer relations representative include:

Microsoft office and windows based applications
Accounting
Menu items and hours of operation to best serve the guests
Restaurant
Billing
Logistics processes
Manufacturing
Motor
Order processing
Rail

Desired experience for customer relations representative includes:

Responsible for trips to the bank the post office on a needed basis
Maintain daily inventory of storage monthly fuel inventory
Assist with the budget report the at Risk report
Must have passion for providing outstanding Customer Service and hospitality to each Customer regardless of his/her behavior, language, and tone
After the training program, must display a strong knowledge of all aspects of Company structure, , operating philosophies, policies, and procedures with particular focus on terms and conditions of the Contract of Carriage and Rapid Rewards Program
All communication channels will be used – including, but not limited to telephone, e-mail, and social media (writing sample required and skills assessed)

Customer Relations Representative Examples

1

Customer Relations Representative Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of customer relations representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer relations representative
  • The Customer Relations Representative requires in-depth understanding of managed care systems and the ability to translate those concepts to patients and providers
  • Effective communication skills and the ability to handle difficult callers are as critical as good judgment and decision-making skills
  • Strong interpersonal relations and team building skills are a requirement for internal and external purposes
  • Experience in a call center environment is essential
  • Supporting the values of PH&S-CA and proven ability to use team concepts to enhance shared leadership philosophies are essential for the success of this position
  • The Customer Relations Representative is responsible for answering incoming calls from patients, providers, health plans, and hospitals and providing accurate information to the caller
  • This position reports to the Manager, Patient, Provider, Health Plan Relations & Compliance
  • Performs job activities in accordance with PH&S-CA Mission and Core Values, maintaining confidentiality while creating and maintaining a work environment that affirms and fosters respect for human diversity
  • Support international sales manager and three outside domestic sales representatives
  • Monitor status of sales orders
Qualifications for customer relations representative
  • Willing to work voluntary and/or involuntary overtime as needed
  • Working knowledge of Regulatory compliance related to Privacy, Anti-Money Laundering (AML) Anti-Terrorist Financing (ATF), Know Your Customer (KYC) requirements, Financial Consumer Agency of Canada (FCAC), Canada Deposit Insurance Corporation (CDIC) and Occupational Health & Safety (OHS) SSI guidelines/processes
  • Support shipping and invoicing department
  • Receive sales calls evenings and weekends
  • Communicate with QTI plant personnel evenings and weekends regarding customer orders
  • Comply with all applicable HSE requirements as specified in Quality Tubing’s HSE Operational Requirement for Roles and Responsibilities
2

Customer Relations Representative Job Description

Job Description Example
Our innovative and growing company is looking for a customer relations representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer relations representative
  • Evaluates customer or dealer requests for assistance on Yamaha products
  • Performs various administrative tasks or special assignments within the department as needed
  • Assure retention of diplomates through 1 month, 3 month and 6 month recertification reminder notices
  • Handle customer complaints and escalation requests related to administration errors and requests for change in equipment and service product orders
  • Follow up with customers on resolution of issues until satisfaction is reached (measured via satisfaction KPI’s)
  • Lead all customer relations activities by example and use your natural ability to influence others towards a desired outcome
  • Update sales and service administrative documentation (price lists, product definition, key account, pick, league table) as required in collaboration with North America Brand Manager, and North America Service Manager
  • Update and publish administrative information to the business
  • Process critical sales orders for equipment, service work and parts
  • Monitor and manage unprocessed service calls to ensure maximization of invoicing for each week
Qualifications for customer relations representative
  • Experience in the Powersports industry is strongly preferred
  • Another relevant (European) language preferred
  • Build appropriate rapport with customers
  • Patiently and attentively listen to client needs
  • This position may require frequent traveel
  • Monitor and manage rentals, loans and refurbishments via the equipment inventory portal
3

Customer Relations Representative Job Description

Job Description Example
Our company is hiring for a customer relations representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer relations representative
  • Facilitate effective communication with customers, the field sales and service teams, OEM, external representatives and internal functions, engineering, , relating to completion of customer orders and resolution of application/delivery issues
  • Prepare basic equipment, service and part proposals using the system tools (auto-quote and calculators)
  • Handle a high volume of inbound customer and agency calls to assist with questions and concerns
  • Conduct some outbound calls for timely follow up where appropriate
  • Operate switch board and direct calls to appropriate department
  • Identify callers’ needs, clarify information, conduct research and provide solutions and/or alternatives
  • Handle calls with diplomacy, empathy and professionalism
  • Build sustainable relationships and engage customers/agents by going the extra mile
  • Review and accept customer payments according to policy
  • Log call details/resolution in call center database for appropriate tracking and metrics
Qualifications for customer relations representative
  • Minimum of two years of relevant and progressive experience in area of specialization
  • Enterprise Resources Planning software (SAP/ERP) and Customer Relationship Management (MSDynamics) system
  • Promote customer satisfaction by proactively addressing any needs they may have in a professional and personable manner
  • To be successful in this role, you, be passionate about delivering an exceptional service to customers by assisting them with their enquiry
  • Meet individual and team qualitative and quantitative targets
  • Previous experience in a customer service / support role
4

Customer Relations Representative Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of customer relations representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer relations representative
  • First and foremost, build and sustain strong customer relations by helping diplomates with all of their needs through excellent customer service via phone and email
  • Approve applicants to sit for NCCAOM exams through a third-party exam vendor
  • Assist customers with licensure verifications through state medical/acupuncture boards
  • Process map development
  • Run customer order reports to proactively get orders shipped
  • Manage OEM customer accounts including daily shipping releases, creating shipping orders, coordinating with JCI production Control team
  • Be available for weekend work including in-office and working from home on assigned weekends, home wi-fi required, be available to cover other shifts as required
  • Process change orders, credits, and product return authorizations
  • Manage OE customer’s special orders
  • Coordinate Intercompany batteries shipments
Qualifications for customer relations representative
  • Must have strong customer relations experience
  • In-house troubleshooting
  • Knowledge of delivery and payment terms
  • Must have a professional telephone manner with the ability to maintain composure
  • Experience with Customer Relations related programs including TLC, ARD, Cirrus, and RefundPro preferred
  • Experience using Aspect preferred
5

Customer Relations Representative Job Description

Job Description Example
Our growing company is looking for a customer relations representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer relations representative
  • All other duties as assigned by the Customer Service Manager
  • Develop strong relationships with all customer contacts and facilities
  • Accept, build, and schedule all customer shipments, including all pertinent information and documentation
  • Manage daily load board and take responsibility for ensuring that loads are serviced properly
  • Build and maintain respectful relationships with carrier department
  • Ensure loads are tracked and updated in timely manner
  • Identify and communicate (potential) problems to the appropriate parties and provide solutions
  • Update and resolve incidents regularly
  • Understand commitments, policies, contracted rates, accessorial schedules, fuel schedules, vendor agreements, KPI’s and challenges for each account
  • Act as a liaison between the credit bureaus (or other vendors) and consumers
Qualifications for customer relations representative
  • Experience using Microsoft Office preferred
  • General familiarity with filing
  • Knowledge of composing various kinds of correspondence
  • 2+ years' experience of demonstrated performance in a goal-driven & customer-focused environment preferred
  • Supportive, positive attitude with a professional demeanour applied to all tasks
  • The ability to communicate and work in an organized manner with multiple departments and computer systems, Microsoft Outlook and Excel experience is preferred

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