Customer Service Representative ( Otay )

Descripción y detalle de las actividades

• Actively participate with the implementation team on the Microsoft Dynamics CRM system.

• Prepare/update procedures for use of the system and create associated training videos

• Training the team (Internal Employees, External Employees & Representatives) on the efficient use of the Microsoft Dynamics CRM system while clearly describing its capabilities.

• Help identify and assist with system enhancements.

• Identify ways to help divisional sales offices maximize the value of the Microsoft Dynamics CRM system.

• Ensure Pipeline Reporting processes are running smoothly.

• Provide technical support to end users, diagnosing and resolving problems.

• Monitor data quality, data migrations, and data integration.

• Capable of following Company and Department procedures/policies.

• Determine best methodology to answer inquires and respond promptly and professionally.

• Create procedures and techniques to maximize CRM use and minimize time required to enter or update data.

• Establish rapport with sales teams and other departments to ensure a sense of team in training, all assignments and daily operations.

• Participate in implementation team meetings and take a leadership role (working closely with the VP of Marketing) on the implementation of the Microsoft Dynamics CRM system

Experiencia y requisitos

• Bachelor’s Degree in Information Technologies, Business Administration, or similar is strongly preferred

• 5 years of experience in the area

• Experience in Microsoft Dynamic

• Thorough understanding of Pipeline management and Customer Relationship Management (CRM) systems

• Demonstrated experience with Dynamics CRM with a knowledge of security profiles, user administration, entity configuration, business rules, process workflows, reports and dashboards, data integration tools and application integration

• Proven track record of successfully working autonomously, while enjoying the opportunity to work on a team-based tasks and projects

• Strong knowledge of Microsoft Office 365 (especially Excel)

• Proven experience in a global environment working with manufacturers’ representatives and suppliers

• Strong/proven problem solving skills across multi-disciplinary skill sets and ability to function in a start-up environment

• Strong ability to effectively prioritize competing requests, while keeping lines of communication open and the sales team satisfied

• Experienced in training techniques

• Sharepoint experience a plus

• Excellent English written, verbal and presentation skills

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Customer Service Supervisor ( Otay )

10-03-2020Tiempo Completo