Customer Success Associate

The Customer Success Associate (CSA) will advocate for positive client experiences and will work effectively with cross departmental teams to process and manage orders, guaranteeing customer satisfaction in the delivery of products and services. The CSA will also support our Safety Advisor team, helping them to demonstrate Arbill’s value to our clients. Finally, the CSA will help us grow our business using strong writing skills to respond to Safety proposals and RFPs for product and safety services.     

JOB DUTIES 

• Enter orders, returns, quotes, transfers, and other essential business transactions into our ERP system, Prophet 21.  
• Compile reports using Microsoft Excel, Qlik, and Access databases to support sales projects and operational improvements. 
• Research products and services using the internet and phone to provide information and upsell to our clients. 
• Draft proposals for safety services, programs, and technology offerings using Microsoft Word. 
• Customize PowerPoint presentations to highlight customer specific projects and challenges. 
• Use critical thinking skills to consider problems, evaluate processes, and offer solutions. 
• Evaluate and respond to RFPs for safety products and services. 
• Coordinate with internal teams and vendors to address customer issues in a timely and sensitive manner. 
•  Participate in specific quarterly customer business reviews.

 Experience/Education & Knowledge, Skills & Abilities (aka Competencies), Traits: 

Experience/Education:  

• Minimum 3 years' experience in a customer service setting 

Knowledge/Skills/Abilities/Traits:  

• Excellent writing skills, both in email and business content creation  
• Possesses a clear, concise, and friendly verbal communication style  
• Critical thinking skills to consider problems, evaluate processes, and offer solutions  
• Adjusts quickly to changing priorities and conditions and copes effectively with complexity and change; manages multiple priorities to meet deadlines  
• Exhibits passion and excitement over work; has a can-do attitude  
• Shows initiative by tackling problems and taking independent action, seeking out new responsibilities, acting on opportunities, and generating new ideas  
• Acts with a sense of urgency 
• Extroverted, dynamic, people-oriented personality  
• Self-motivated with an entrepreneurial spirit  
• Comfortable working in a fast-paced environment  
• Intermediate+ knowledge of Microsoft Office Suite – Outlook/Excel/PowerPoint/Word 
• Knowledge in any ERP systems is a plus