The role involves creating and updating new customer accounts and records within the CRM database according to specified requirements. Key responsibilities include clearly understanding customer needs, instructions, and specifications. The representative will be responsible for accurately maintaining customer records with project progress updates within agreed Service Level Agreements (SLAs). Additionally, they will manage customer billing, invoice dispatch, and financial account management upon project closure, ensuring adherence to timelines.
Must Have:
Understand customer requirements
Create/update CRM records accurately
Update customer records as per SLA
Manage customer billing and invoices
Job description:
To create new customer accounts/ records in the CRM database and update the requirements to be delievered
To clearly understand customer requirements, instructions and specifications
To create new customer accounts/ records in the CRM database with all required information regarding requirements and product details
To regularly and accurately update the customer records/ accounts as per progress of the project as per agreed SLA
To accurately update billing to the customer, invoices to be sent and recovered; and, manage financial accounts pertaining to the customer on closure of the project within the agreed timelines
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