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CROSSMARK Local Customer Engagement Specialist in Dallas, Texas

Job Posting

Local Customer Engagement Specialist US-Remote

Full-Time - Salaried Non-Exempt

Salary Range: $33,000 - $49, 000

Position Description

The Customer Engagement Specialists (CES) is an integral part of the CE Team. This position is responsible for all aspects of scheduling local clients’ physical inventories across multiple platforms. The CES is responsible for taking the initial scheduling, rescheduling, or cancellation requests (as assigned) from start to finish as efficiently and accurately as possible. This process includes, inputting the specific scheduling request into our Oracle database, managing workload in the ticketing system while maintaining accurate notes, fielding questions and following up with internal/external business partners and/or the customer as needed, and ensuring agreed-upon deadlines are met.

Job Responsibilities

  • Ownership of the scheduling/rescheduling/cancellation for assigned customers.

  • Support and process inventory schedules for a local customer base of 500+ clients

  • Maintain open communication professionally with internal and external customers

  • Meet set productivity targets.

  • Complete all tasks with a sense of urgency, following standard work expectations

  • Ability to stay organized in a fast-paced environment and effectively prioritize workload.

  • Use independent judgment to evaluate customer scheduling parameters and initiate requests accurately

  • Responsible for managing a personal ticket assignment queue (including following a standard categorization method, for each ticket)

  • Accurately document and respond to all schedule inquiries, by maintaining thorough and accurate records with the ticketing system.

  • Ensure all deadlines within the department guidelines are met and communicate any delays to management staff on schedule status.

Qualifications – Education & Experience

  • Associate’s Degree preferred. Combination of education and experience also acceptable.

  • Minimum of 1-3 years of job experience in a position that requires a high level of organization and attention to detail with an exceptional level of accuracy.

  • B2B experience a plus, preferably in a customer service related industry.

  • Must have the strong ability to manage multiple customers and requests

  • Communication skills include; comprehension, written, and verbal skills

  • Oracle experience a plus

  • Experience working with a ticketing/call center environment a plus

  • Possess skills in Microsoft Office Suite

  • High level of proficiency needed in Excel

Please note that this Job Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without no tice.

For more information on WIS, visit our website at www.wisintl.com

WIS is an Equal Opportunity Employer,

committed to a diverse and inclusive work environment.

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