What are the responsibilities and job description for the Customer Advocate position at Advanced Energy Industries, Inc?
The Customer Advocate (CA) is the initial point of contact for inbound customer needs. Interacting daily with customers via phone, email, and web, the CA acts as a representative of the customer to the company and use all available resources in order to provide accurate and prompt resolutions to customer issues and an overall positive customer experience.
RESPONSIBILITIES:
- Takes responsibility for fully supporting customer from quote to invoice process
- Coordinates frequently with local and remote AE Field Sales, Product Marketing, Global Support, Accounting, Engineering, or Operations staff in order to navigate the path to resolution of customer issues and enable a postivie customer experience
- Uses SAP to provide and update delivery schedules, repair quotations and reporting status to the customer
- Responsible for invoicing and keeping accurate records
- Uses independent judgment in prioritizing and expediting units and examining warranty claims to produce better quality and speedy turnaround of customer requests
- Sales Order Entry – Power, Spare Parts, & SFDC: Order Entry process (SAP)
- Service Order Administration – Power & SFDC: Service process (SAP)
- Routine reporting functions: sales open order report, RMA backlog, service reports, and revenue reports
- Maintains constant communications with customer and is responsive to both internal and external customer needs
- Executes proper processes for DEMO/EVAL units. This includes record, ship, return, and report on these units
- Clerical tasks as assigned such as filing tax forms and customer purchase orders on SharePoint site and pulling data for audit purposes
- Receives and completes requests from customers to ensure customer satisfaction
- Works with efficiency and effectiveness to handle multiple, time sensitive tasks and meet expectations on metrics
- Works closely with Export Compliance Department on foreign trade transactions to ensure compliance with government exporting regulations
- Works as a member of the team by assisting and supporting each member
- Accomplishes daily tasks reliably and accurately
- Strives for improved functional proficiency. Identifies improvement opportunities within the group and works to remedy them
- Occasional travel for training or customer meetings. Travel expectations approximately 10%
- Other duties and projects are assigned as needed
QUALIFICATIONS:
- AA/AS degree or equivalent work experience
- Experience in a customer-centric, time-sensitive environment with ability to manage moderately complex customer situations and issues
- Previous experience with customer interface including order entry processes, delivery commitments and follow on communications preferred
- Experience with CRM and or business operating systems such as SAP, Salesforce.com or equivalent preferred
- Some technical education or experience in the electronics field preferred
- Ability to communicate verbally and in writing in an effective, positive, and professional manner with internal and external customers
- Ability to comprehend, relate, and follow technical product and complex functional/process specifications
- Effective organizational skills and strong attention to detail
- Ability to manage and follow-up on competing priorities, conflicts and problems in a demanding, time-sensitive, customer-centric environment
- Strong computer skills in Microsoft Office (Word, Excel, Outlook), data management, business systems and planning software (SAP preferred)
- Must bring a positive and professional attitude with the ability to manage conflicts
- Possess a drive to learn more, increase productivity, and provide excellent customer experiences
- Must have time management skills to work effectively in an organized fashion and provide internal and external customers with prompt follow up
COMPENSATION: $18 - $25/ HOUR
JOB LEVEL DETAIL:
Job Level
Requirements
Customer Advocate I
0-3 years experience in a customer-centric, time-sensitive environment- Typically works under regular supervision of manager or team lead
- In the process of learning the AE business and Customer Advocate procedures and processes
- Typically handles quotes, sales order entry, service orders and inputting data into SFDC. Will utilize assistance from other CA’s when more complex issues arise
- Initially will work on only one or two product lines/regions/etc. until training is completed
- Is usually assigned a smaller set of customer accounts; may pass customers over to more senior CA’s at certain points in the relationship support phase
- In the process of learning key SAP tasks (order entry, service orders, reports, etc.)
Customer Advocate II
3 years experience in a customer-centric, time-sensitive environment- Good understanding of the AE business
- Demonstrates proficiency in all procedures and processes and completes tasks in an accurateand timely manner
- Demonstrates capabilities for being assigned higher levels of customer critical activities and additional responsibilities (e.g. customer visits, participation in QBR meetings, leading projects, assistance with special customs requirements, etc.)
- Mentors and/or trains less experienced Customer Advocates
- The ability to manage complex customer situations and issues independently
- Handles multiple tasks and multiple customers from a total support environment proficient in the sales and service process to offer full customer support
- Proven experience with customer interface including order entry processes, delivery commitments and follow-up on previous communications
- Strong experience with SAP business operating systems and proficient in all key SAP tasks
Sr. Customer Advocate
6 years experience in a customer-centric, time-sensitive environment- Exhibits advanced knowledge of the AE businessand all Customer Advocacy procedures and processes
- Initiates and contributes to identifying and implementing process improvements. May lead additional projects
- Has a strong understanding of other departments within the company and has established strong working relationships with key cross-functional partners
- Regularly accomplishishes all tasks efficiently and effectively with minimal supervision or guidance
- Able to work with our most critical and important customers and act as their main interface of the company. May assist Managers with supporting and providing guidance and leadership to the CA team when managers are out
- Acts as a SME for mentoring and training more junior CAs as well as providing insights and recommendations to other departments in regards to CA related processes
- Uses initiative and independent judgment to solve a variety of complex customer issues
- A demonstration of independent working capabilities and a global understanding of the business
- A history of managing multiple customers, global regions and activities in parallel
- Advanced SAP and CRM systems experience. Often looked to as SME for completing key SAP related tasks
- BA/BS in Business or related field, or equivalent education and/or experience
Sr. Customer Advocate Team Lead
In addition to the Sr. Customer Advocate tasks/expectations:
- Functional team leadership for defined group; works closely with CA Manager on day to day supervisory tasks
- Primary trainer/mentor for assigned groups of staff at all CA levels
- Collaborates and implements global/corporate initiatives
- Defines and manages best practice approaches
- Reports and follows up on KPIs and metrics
BENEFITS:
As part of our total rewards philosophy, we believe in offering and maintaining competitive compensation and benefits programs for our employees to attract and retain a talented, highly engaged workforce. Our compensation programs are focused on equitable, fair pay practices including market-based base pay, an annual pay-for-performance incentive plan, and discounted Employee Stock Purchase Plan.
In addition to our competitive compensation practices, we offer a strong benefits package in each of the countries in which we operate. In the U.S., we offer a rich benefits package that includes:
Medical - 4 different health care plan options, dental, and vision- Short and long-term disability and life insurance
- Health savings and flexible spending accounts
- Generous paid time off starting at 4 weeks, 7 holidays and 3 floating holidays
- 8 Hours of paid volunteer time off
- 8 weeks of paid parental leave for both Moms and Dads
- Company matched 401(k)
- Tuition reimbursement
- Expanded mental health coverage and employee assistance programs
- Other voluntary benefits include pet insurance, identify theft, legal assistance, critical illness, and voluntary accident insurance
Advanced Energy is committed to diversity in its workforce including Equal Employment Opportunity for Minorities, Females, Protected Veterans, and Individuals with Disabilities.
Job ID - 22327