Job Summary: 

• Receive, review, and confirm customer purchase orders and CPS delivery commitments
• Check order elements and terms such as Title, transfer pricing, volume, products
• Send formal legal order acknowledgment with CPS T&Cs
• Manage delivery details such as schedules, destinations, shipment, and receiving methods
• Negotiate changes and drive CPS preferences and efficiencies
• Address FAQ topics such as accessories, CPS support
• Contribute ‘up-sell’ value such as accessories, monitoring, Flex Gateway, services, etc.
• Before CPS shipment reconfirm readiness and planning with the customer
• Provide shipment documents and tracking information to customers
• Follow up with the customer at the time of receipt of goods
• Troubleshoot out-of-line invoicing and collections issues
• Maintain ‘net available’ inventory to sell workbook, updated week-to-week

Skills on Resume: 

• Order Processing (Hard Skills)
• Delivery Coordination (Hard Skills)
• Contract Management (Hard Skills)
• Negotiation Skills (Soft Skills)
• Customer Communication (Soft Skills)
• Troubleshooting Invoicing (Hard Skills)
• Inventory Management (Hard Skills)
• Upselling Techniques (Soft Skills)

Job Summary: 

• Track existing on-hand inventory with other departments in CPS (warehouse)
• Track incoming supply, quantities and schedules (factory and suppliers)
• Track and review the backlog of orders in hand
• From the above data, calculate net available inventory, provide ‘lead-time to sales
• Initiative new product inventory requirements/orders (to CPS supply chain leader)
• Coordination with COPS management, executive management, and product line leadership
• Maintain product information such as product code lists, and attributes and shipment information such as pallet and container information (with the product line team)
• Maintain rolling shipment planning process for CPS logistics and warehousing
• Provide a weekly shipment plan for the following week (Excel list)
• Coordinate execution with CPS logistics
• Collaborate with product and service teams for out-of-line special projects or product changes that affect fulfillment

Skills on Resume: 

• Inventory Tracking (Hard Skills)
• Supply Coordination (Hard Skills)
• Backlog Review (Hard Skills)
• Lead-Time Calculation (Hard Skills)
• Order Initiation (Hard Skills)
• Cross-Department Collaboration (Soft Skills)
• Shipment Planning (Hard Skills)
• Special Project Management (Soft Skills)

Job Summary: 

• Ensure credit and payment hurdles are addressed before shipments
• After checking order details, enter them into the CPS SAP system
• Before receiving orders, initiate and close customer credit approval process
• Update orders in SAP to match fulfillment execution (update order details)
• Maintain hard copy records associated with orders, terms, and warranties in the “PO file”
• Share orders and related documents with CPS
• Execute lien waiver process with customers
• Create warranty certificates when requested by customers
• Learn and maintain customers' order web portals, enable CPS finance for invoicing
• Update shipment tracker, and document with order details (independent and equal to SAP)
• Maintain revenue “Dashboard” for regional actual, backlog and forecast analysis for monthly and full fiscal year

Skills on Resume: 

• Credit Approval Process (Hard Skills)
• SAP Order Entry (Hard Skills)
• Payment Hurdles Resolution (Soft Skills)
• Order Fulfillment Updates (Hard Skills)
• Record Maintenance (Hard Skills)
• Lien Waiver Execution (Hard Skills)
• Customer Portal Management (Hard Skills)
• Revenue Forecasting (Hard Skills)

Job Summary: 

• Analyze business, backlog reports, ASP reports, CPS business history database
• Assist with Salesforce implementation, analysis of data and business processes
• Participate and implement shared materials in CPS Dropbox folders
• Provide sales team and management with weekly orders, revenue, customers and related reports
• Proactively and assertively build a positive CPS impression of high integrity, strong execution, efficiency and performance in customer relationships
• Assist sales with quotes and business support by the sales team and customers
• Execute annual customer satisfaction survey
• Attend trade events building face-to-face relationships
• Gather competitive and performance feedback from customers to help CPS position
• Implement ‘800’ SAAS hotline call distribution system for CPS America (Ring Central)

Skills on Resume: 

• Data Analysis (Hard Skills)
• Salesforce Implementation (Hard Skills)
• Report Generation (Hard Skills)
• Customer Relationship Building (Soft Skills)
• Sales Support (Hard Skills)
• Customer Satisfaction Survey (Hard Skills)
• Trade Event Participation (Soft Skills)
• Competitive Feedback Gathering (Soft Skills)

Job Summary: 

• Act as an information resource and drive resolution for internal and external customers by responding to and resolving inquiries concerning all financial operations processes and documentation.
• Communicate with customers and other departments, resolve issues, and provide clarifications.
• Respond to customer and internal inquiries regarding contracts and invoices with an emphasis on a high level of service to customers.
• Work with the various teams to address billing inquiries to ensure all billing discrepancies are resolved within established timelines.
• Daily operational tracking related to billing and associated controls to verify data integrity and eliminate billing errors, including investigation and resolution of any variances.
• Ask effective questions to gather relevant information, uncover needs, and create solutions to foster collaborative and consultative relationships.
• Strong analytical, data analysis, problem-solving and presentation skills
• Provide strategic direction for the delivery of pre-and-post-sales services and support to clients/customers.
• Evaluate business processes on Sunpower Financial products as they relate to the customer experience.
• Negotiate positive resolutions that meet business standards and obligations as outlined in contracts.
• Achieve Financial Services objectives by contributing customer service information and recommendations to internal stakeholders, and preparing and implementing action plans.
• Use innovative problem-solving and critical thinking approaches to proactively solve a broad range of problems across initiatives.
• Provides additional operations administration support

Skills on Resume: 

• Inquiry Resolution (Soft Skills)
• Customer Communication (Soft Skills)
• Billing Discrepancy Resolution (Hard Skills)
• Operational Tracking (Hard Skills)
• Problem-Solving (Soft Skills)
• Data Analysis (Hard Skills)
• Contract Negotiation (Soft Skills)
• Process Evaluation (Hard Skills)

Job Summary: 

• Collaborate with both Customer Experience and Broker Dealer Operations teams to address specialized customer inquiries and cases.
• Interact directly with customers to resolve operational inquiries.
• Review and analyze documents related to transfers, trusts, subpoenas, estates and divorces.
• Partner with the Customer Experience team on operational topics to provide a unified customer experience.
• Create and maintain training materials and process documents.
• Serve as a reliable resource for the Customer Experience team across various channels, such as Slack and Asana.
• Troubleshoot daily customer issues, while identifying root causes and collaborating with teams across the business to implement fixes 
• Handling day-to-day customer support, delivering high-quality problem-solving via phone, online chat, and emails
• Overseeing other operational processes, like payments and current claims ops
• Building a relationship with suppliers to ensure a good customer experience
• Identifying specific customer issues and opportunities and working with the Ops, Product and Insurance teams to make products better
• Contributing to new business initiatives like the design of in-house claims handling service, and other new product launches
• Using the insights you gain to be the voice of the customer in the business

Skills on Resume: 

• Customer Inquiry Resolution (Soft Skills)
• Document Review (Hard Skills)
• Training Material Creation (Hard Skills)
• Cross-Team Collaboration (Soft Skills)
• Root Cause Analysis (Hard Skills)
• Customer Support (Soft Skills)
• Operational Process Oversight (Hard Skills)
• Supplier Relationship Management (Soft Skills)

Job Summary: 

• Deal with customer queries, problems and feedback via phone, chat and email.
• Execute operational processes, such as processing refunds, and cancellations and tracking and uploading claims to the systems.
• Identify specific customer issues and opportunities and work with Ops, Product and Insurance teams to make products better
• Be the voice of the customer in cross-functional projects, for example designing a new claims handling service.
• Run projects to help improve and scale customer operations function.
• Use insights and feedback to develop new and creative ways to optimize the experience for customers.
• Plan, manage, and complete projects to a high level of finish, communicating with department leadership, other teams, and any relevant stakeholders
• Update and maintain documentation related to the Customer Success department’s key initiatives
• Manage and maintain Salesforce records for the Customer Success team
• Perform data audits across the full client base, maintaining data cleanliness and identifying opportunities for improvement
• Communicate relevant information with the full CS team via email and during in-person meetings
• Work with members of the Customer Success team and across departments to identify opportunities to work more efficiently and effectively

Skills on Resume: 

• Customer Query Resolution (Soft Skills)
• Refund and Cancellation Processing (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Project Management (Hard Skills)
• Customer Experience Optimization (Soft Skills)
• Salesforce Management (Hard Skills)
• Data Auditing (Hard Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Leads the design, hosts, coordination and promotion of Birdeye’s customer and go-to-market webinars webinars. 
• Plans, organizes, promotes and executes webinars to drive leads/generate upsell pipeline and increase adoption with current customers. 
• Responsible for driving increases in webinar registrations, attendees and overall engagement.
• Arrange for webinar speakers, organize webinar content, and communicate webinar results and opportunities to marketing and sales leadership.
• Creates handouts and other assets to support webinars.
• Creates content for monthly prospect newsletter and other blog posts and website page updates
• Analyze data to identify webinar participation trends to drive attendance based on customer needs and interests.
• Implement surveys and polls, and aggregate data to support ongoing innovation in response to customer feedback.
• Willing and able to help create other customer virtual events to promote advocacy, adoption, and upsells within the customer base.
• Develop documentation, processes, and procedures

Skills on Resume: 

• Webinar Design (Hard Skills)
• Event Coordination (Soft Skills)
• Lead Generation (Hard Skills)
• Speaker Arrangement (Soft Skills)
• Content Creation (Hard Skills)
• Data Analysis (Hard Skills)
• Customer Engagement (Soft Skills)
• Process Development (Hard Skills)