Job Qualifications:
• Bachelors in Business Administration or Information Systems or equivalent experience
• Minimum 2 years of experience as Data Custodian.
• Must have 1 Year CRM experience
• Demonstrate a high degree of accuracy and speed on 10 key/data entry skills on a computer keyboard.
• PC literate- Microsoft Office, Word and Excel, Oracle, Margo, and SQL applications a plus.
Duties and Responsibilities:
New Account creations
• Responsible for accurate and timely setup of account requests
• Data entry, which includes maintenance and update of customer information in TIBCO MDM.
• Master Data attributes validations, at the point of entry, including but not limited to EIN, Address, Phone, Price List, Buying Group, Sales Hierarchy.
• Proper hard copy application handling and scanning required
• Proper filing of new account documentation
• Maintaining the New Account Log
Maintenance of customer accounts
•Approving and updating customer accounts per daily requests while adhering to documented departmental processes
•Addresses, EIN#, LEN, ASN, sales rep, ship method, payment method to name a few
•Rebate Program Maintenance; requires constant review
Customer Management Portal (CMP) through See4C Tool
•Training and assistance on CMP to our customers
•Maintaining CMP user list with active/inactive user info
Product Mappings:
• Responsible for accurate and timely LMS and PCAT product mappings to M'EYE SALES standards
• Data entry, which includes mappings of new PCAT and LMS product mappings
• Communicate with partner labs and various other departments regarding PCAT and LMS product codes and its mappings.
General:
• Group box management
• Maintain full knowledge of the organization to efficiently assist or direct customers to the appropriate area to meet their needs
• Communicate with various departments regarding account information or status, policies or issues
• Assist Data Stewards with special department projects
• Proper escalation of issues to management as they arise
• FCC and Help Desk ticket issue resolution
• Coordinate daily with Credit and Collections, AR, AP, FCC department
• Communication to Management on account update related issues
• Filing & scanning of customer applications