Customer Advocate
Current Directly responsible for managing over 500 accounts in the Northeast and West region. Work closely with Sales Directors to support & grow our region Develop strong relationships with customers and suppliers, maintain and grow profitable customers, grow new business through upselling programs Handle all aspects of customer administration and management including communicating with suppliers, compliance, managing payments and invoices, and streamlining the entire procurement process Enter/update customer’s information into CRM (Dynamics), Trello, & internal database Conduct training for customers on how to utilize our Buyer’s Guide and accounting platform via WebEx (virtual) and phone Address customer needs including liaising with vendors to enable proper service to our customers, communicating with Support regarding missing invoices, connecting with dealers to uncover customer’s account issues, set up of new locations, Proactively monitor accounts monthly to identify opportunities to increase spend by providing product & service updates to existing customers An active member in the "Buddy" program by welcoming and assisting with on-boarding new employees. Created training agenda/check-list for new Customer Advocate employees Assist customers with general customer service inquiries