Published: September 13, 2024 – The Customer Relations Specialist manages order processing, ensures accurate inventory and lead time communication, and coordinates shipments across multiple locations. This role involves daily communication with production, sales, credit, purchasing, and shipping departments to ensure timely and accurate processing of orders and invoicing. Additionally, the specialist oversees external warehouse inventory levels, coordinates full truckload shipments, and ensures proper system management of customer information and orders.
Tips for Customer Relations Specialist Skills and Responsibilities on a Resume
1. Customer Relations Specialist, Horizon Tech Solutions, Denver, CO
Job Summary:
- Scheduling orders for delivery or payment, assisting with status calls checking on orders and follow-up.
- Daily monitoring of delivery dispatch information and identifying and resolving concerns in real-time, by collaborating with the office and warehouse team.
- Assist Customer Service manager regarding reports, and follow-up with factories and customers.
- Handle escalated calls with diplomacy and with a keen eye for using common sense.
- Act as a liaison and determine the solution.
- Assisting the customer service and office team to ensure success behind the scenes (reports, spreadsheets, excel, scanning, follow-up, proactive measures, etc.
- Assist with finishing sales and wrap up including working with the office operations manager during peak business periods.
- Handling timely and effectively the concerns and inquiries received from customers in different forms of media
- Coordinating with concerned departments to properly address the customers’ complaints
- Identifying other customer needs and finding the best resolutions to achieve overall customer satisfaction
- Recommending and implementing programs or improvements in the organization’s customer management system
Skills on Resume:
- Order Scheduling and Payment (Hard Skills)
- Delivery Monitoring and Resolution (Hard Skills)
- Report and Follow-up Assistance (Hard Skills)
- Escalation Handling and Diplomacy (Soft Skills)
- Liaison and Solutions (Soft Skills)
- Team Support and Follow-up (Hard Skills)
- Sales Wrap-up and Coordination (Hard Skills)
- Complaint Handling and Improvements (Soft Skills)
2. Customer Relations Specialist, Alpine Marketing Group, Seattle, WA
Job Summary:
- Acts as a primary contact for incoming cancellation requests to retain business
- Resolve customer concerns by taking accountability for the issue and ensuring resolution
- Liaise with the ombudsman officer regarding escalated concerns, Investigate and respond to customer concerns and complaints in an effective and timely manner
- Listen to the voice of the customer to provide feedback and gather data for future process improvements.
- Proactively contact (outbound calls) to follow up on customer satisfaction survey (VOM) detractors
- Act as the first point of contact for insurance support for frontline insurance advisors
- Collaborate with various departments to service internal associates and external clients
- Contacting the customers and guiding them through their roof replacement process.
- Customer information data entry and updating information throughout the process.
- Working closely together with the rest of the CRM team to manage workload, review processes, and offer support on new and exciting projects.
- Using the data, analysis and recommendations provided by the Insights team to continuously optimize future campaigns.
Skills on Resume:
- Cancellation Request Handling (Soft Skills)
- Customer Concern Resolution (Soft Skills)
- Escalation and Complaint Management (Soft Skills)
- Customer Feedback and Data Gathering (Hard Skills)
- Outbound Follow-up Calls (Soft Skills)
- Insurance Support and Guidance (Hard Skills)
- CRM Team Collaboration (Soft Skills)
- Data Analysis and Campaign Optimization (Hard Skills)
3. Customer Relations Specialist, Pinnacle Financial Services, Atlanta, GA
Job Summary:
- Review customer invoices for accuracy and completeness and obtain any missing information.
- Prepare, review, and transmit customer invoices using billing software on a daily and monthly basis for specified customers.
- Communicate and follow up effectively with the sales team regarding customer information and accounts.
- Update customer files to ensure data accuracy.
- Account set up within the SFS ERP system
- Issue invoice corrections following company policy.
- Resolve any billing issues.
- Perform daily management of the Customer Relations mailbox with a 24-hour response time to inquiries.
- Analyze and correct vendor interface error rejects, decide the best course of action and implement the resolution.
- Helping to plan, create, and optimize CRM campaigns in conjunction with promotional planners, casino calendars, product launches and business objectives.
- Producing high-quality campaigns that are customer-centric, innovative, and relevant.
Skills on Resume:
- Invoice Review and Accuracy (Hard Skills)
- Billing Software and Invoice Transmission (Hard Skills)
- Sales Team Communication and Follow-up (Soft Skills)
- Customer File Updates (Hard Skills)
- ERP Account Setup (Hard Skills)
- Billing Issue Resolution (Soft Skills)
- Customer Inquiry Management (Soft Skills)
- CRM Campaign Planning and Optimization (Hard Skills)
4. Digital Customer Relations Specialist, Nova Health Systems, Phoenix, AZ
Job Summary:
- Initiating contact with customers in a personal way based on computer-generated leads.
- Setting and completing follow-ups on these computer-generated leads.
- Communicating with customers promptly.
- Working with customers by phone, text message, or email until they are ready to speak to a sales professional in their desired location.
- Following up after leads are dispatched to make sure they are being handled promptly.
- Speak with customers on an online web chat software and address their questions or needs.
- Professionally interacts with all personnel, guests and customers
- Adheres to all company policies and procedures
- Operates all company equipment in a safe and proper manner
- Maintains a neat and safe work area, free from any potential hazards
- Creates an atmosphere allowing for open and effective communication
Skills on Resume:
- Customer Lead Initiation (Soft Skills)
- Lead Follow-up and Completion (Soft Skills)
- Prompt Customer Communication (Soft Skills)
- Multi-channel Customer Interaction (Soft Skills)
- Lead Dispatch Follow-up (Soft Skills)
- Web Chat Customer Support (Soft Skills)
- Professional Interaction (Soft Skills)
- Workplace Safety and Equipment Operation (Hard Skills)
5. Customer Relations Specialist, Sunrise Logistics LLC, Miami, FL
Job Summary:
- Help in translating company objectives into CRM strategies
- Develop and manage CRM plans by creating and maintaining project timelines aimed at reaching the goals set, avoiding overlapping of communications on the same target
- Collaborate with key vendors and internal teams involved in the different CRM projects and initiatives to ensure a consistent strategy, proper execution and performance
- Highlight and identify risks and define contingency plans/workarounds and adjust schedules if needed identify and solve issues to ensure project success
- Oversee the production of deliverables, manage translations and is also in charge of the day-by-day operations and execution of projects
- Manage and help set KPIs, measuring and identifying opportunities for improvement
- Stay up-to-date with new web technologies and digital marketing trends assessing opportunities to improve the process and sending out
- Prepare user and training documentation and manage a central repository of CRM assets
- Assist in training team members and staff on digital tools and best practices
- Facilitate requirements gathering, schedule and lead recurrent planning and review sessions with the internal stakeholders and with the external providers, have conversations regarding budget, resources and timeline and formally capture and communicate outcomes of those meetings.
Skills on Resume:
- CRM Strategy Development (Hard Skills)
- Project Timeline Management (Hard Skills)
- Vendor and Team Collaboration (Soft Skills)
- Risk Identification and Contingency Planning (Soft Skills)
- Project Execution and Oversight (Hard Skills)
- KPI Management and Improvement (Hard Skills)
- Digital Tools Training and Documentation (Hard Skills)
- Stakeholder Meeting Facilitation (Soft Skills)
6. Customer Relations Specialist, Evergreen Energy Corp., Portland, OR
Job Summary:
- Support the CRM Manager on a year-round store CRM action plan aligning with the marketing campaign and sales objectives of the store
- Plan, organize and execute CRM events with money-can’t-buy experiences, including sourcing vendors and ensuring smooth event execution
- Reporting of post-event performance, report results and key learnings
- Generate weekly and monthly CRM reports to analyze the customer data (both quantitative and qualitative) and derive customer insights and business indications that monitor the performance of CRM KPIs Recruitment Rate, Retention rate, Prospect Collection and Conversion rate
- Provide data support for regular & ad-hoc reporting, ensuring the right audience is correctly segmented and targeted effectively to optimize ROI.
- Manage and collaborate with the retail team for top client gifting – including Birthday and festive gifting to drive client engagement and sales conversion.
- Plan, implement and support the rollout of CRM campaigns (communicated to the stores and campaign creation on Salesforce)
- Collaborate with the Store Manager and CRM ambassador on CRM-related actions and projects and provide support to the retail team in reaching CRM KPIs.
- Gather qualitative feedback from the stores on CRM activities aiming to improve current practices.
- Support CRM administrative duties such as purchase orders, vendor creation, and invoice uploading.
- Support any CRM initiatives driven locally or by HQ.
- Provide support to the store during the festive period.
Skills on Resume:
- CRM Action Plan Support (Hard Skills)
- Event Planning and Execution (Hard Skills)
- Post-Event Performance Reporting (Hard Skills)
- CRM Data Analysis and Reporting (Hard Skills)
- Target Audience Segmentation (Hard Skills)
- Client Gifting and Engagement (Soft Skills)
- CRM Campaign Implementation (Hard Skills)
- Retail Collaboration and Feedback Gathering (Soft Skills)
7. Customer Relations Specialist, Quantum Retail Inc., Chicago, IL
Job Summary:
- Executing the CRM strategy, aimed at driving acquisition, increasing conversion, improving retention and stimulating loyalty
- Planning and implementing campaigns that drive revenue, increase customer satisfaction and develop relationships with customers
- Creating marketing emails, including copywriting, HTML generation/editing, e-marketing asset creation/editing, using Salesforce Marketing Cloud and other associated software packages
- Adhering to email approval process, ensuring that marketing emails are error-free and deliverable
- Being compliant with Data Protection and GDPR provisions and practices
- Developing the database by acquiring and improving customer data, establishing and supporting the management of customer segmentation
- Managing data and external CRM partners
- Keeping administration of the Salesforce system up to date, including maintenance of accounts, passwords, allocation of profiles and creation of fields
- Supporting projects during the development phases of Salesforce
- Liaising with Opco Marketing Managers to generate and implement local and divisional marketing campaigns, via email marketing
- Regular reporting and analysis of email campaigns, customer records and data integrity
- Ad hoc provision of insight into customer behavior
Skills on Resume:
- CRM Strategy Execution (Hard Skills)
- Campaign Planning and Implementation (Hard Skills)
- Email Marketing and Copywriting (Hard Skills)
- Data Protection and GDPR Compliance (Hard Skills)
- Customer Data Management (Hard Skills)
- Salesforce System Administration (Hard Skills)
- Local Marketing Campaign Coordination (Soft Skills)
- Email Campaign Reporting and Analysis (Hard Skills)
8. Customer Relations Specialist, Blue Wave Communications, San Diego, CA
Job Summary:
- Support sales by communicating accurate inventory, lead time for material, and processing orders directly from the customer, sales or engineering.
- Communicate daily with production scheduling personnel in all US locations and coordinate which orders need are entered and shipped from those locations.
- Communicate daily with sales to ensure pricing is correct in the system and if it is not in the system, ensure it gets entered into the system with correct item codes and assigned to the correct warehouse from which the item is being quoted for shipment.
- Communicate daily with the credit department for order releases.
- Communicate with the purchasing department for direct shipments from suppliers to customers and resale (TIM) items for stock.
- Process the paperwork for shipping promptly per SOP.
- Communicate daily with shipping for emergency orders, order changes and order issues.
- Responsible for outside bonded warehouses and keeping track of inventory levels and coordinating full truckload shipments of inventory to those warehouses.
- When needed, schedule trucks for emergency orders or as a backup for the affiliate locations.
- Create new and maintain existing customers in the system including addresses, comments, shipping instructions, payment terms, sales territory, business class, etc.
- Process all invoicing daily as orders are shipped, at times may require processing Credit or Debit Memos and Material Return Credits.
Skills on Resume:
- Inventory and Lead Time Communication (Hard Skills)
- Production Scheduling Coordination (Hard Skills)
- Sales and Pricing System Updates (Hard Skills)
- Credit Department Communication (Soft Skills)
- Purchasing Department Coordination (Soft Skills)
- Shipping Paperwork Processing (Hard Skills)
- Warehouse Inventory Management (Hard Skills)
- Customer Account Management (Hard Skills)