Sales Support Specialist

6 days ago

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Palmetto

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data analytics • fintech • consumer service • software • innovation

201 - 500

Description

• Ensure timely receipt and accurate documentation of contracts and customer information • Define, improve, and optimize current documentation verification and survey processes • Act as Survey and Documentation Controller for projects entering the installation workflow • Ensure customer service levels meet or exceed Palmetto standards • Assist in creation of reports and metrics (SLAs) to optimize resources and workflow • Meet all defined SLOs regarding work queues • Support sales and operations leadership with updates and feedback • Review and optimize existing processes; implement scalable solutions • Record all customer interactions within CRM (Salesforce) • Serve as documentation and survey expert, advising on issues • Work with multiple teams for successful project execution

Requirements

• Minimum 4 years experience in a customer support or business processing related position • BA/BS preferred • Customer service mindset • Problem solver • Strong computer skills (MS Office or G Suite) • Assertive, confident and clear communicator, both written and verbally • Demonstrates ability to take initiative, be independent and a self-starter. • Capacity to analyze key metrics and root cause problems • Ability to coach and cultivate a successful team • Establish and maintain an encouraging and cooperative working environment • Enjoys working in a fast-paced rapidly changing environment • Spanish speaker a plus - Bilingual

Benefits

• unlimited vacation/PTO • medical, dental, and vision coverage • parental leave • retirement plans