Rep Customer Advocate A/R

$37,440 - $45,760/Yr

Southern Glazer's - Addison, TX

Full-time - Entry Level

Hybrid - Addison, TX

1,001-5,000 employees

Merchant Wholesalers, Nondurable Goods

About the position

The Customer Advocate position at Southern Glazer's Wine & Spirits involves supporting customers in resolving issues related to their self-service experience. The role aims to provide high customer satisfaction through better visibility and faster resolution of customer-related issues. This is a full-time hybrid role, requiring in-office work for the first 60 days, followed by a mix of remote and in-office work.

Responsibilities

• Navigate customers through the process of submitting an order through the self-service portal
• Answer inquiries regarding customers' accounts
• Keypunch supplier and sample withdrawals
• Electronic imaging
• Research shortage and miss-shipped claims
• Process/enter orders and pick-ups
• Handle calls from customer service queue
• Process winery direct orders
• Scan and index customer credit files into the imaging system
• Add partners, drop partners, self-incorporated accounts and inactive systems
• Identify outdated, obsolete and duplicate documents from customer files
• Handle all salespersons changes at the beginning of each month
• Research returned mail with an incorrect address and make the necessary corrections
• Handle delivery claims and logs (shortage claims, miss ships, etc.)
• Pull faxes and invoices off the printer and distribute them to appropriate desks
• Communicate with the sales force, customers and A/R
• Perform the job in accordance with company and departmental policies and procedures
• Perform other related duties as assigned

Requirements

• High school diploma or equivalency plus 1 year of experience
• Knowledge with Generally Accepted Accounting Principles (GAAP), federal regulatory guidelines, and organizational objectives
• Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formulas

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid sick time