Customer Success Specialist
Current- Serves as the primary point of contact for customer transactions from initiation of order through time of return.- Process transactional orders to insure accuracy.- Obtaining and processing signed lease agreements/contracts and /or purchase orders from customers through relevant systems promoting use of the DocuSign electronic signature program.- Updating pending orders as required and upselling value added products and services.Collecting relevant customer information, such as invoicing email addresses and ability to pay via ACH to adhere to Willscot preferred method of invoice and payments.- Request manual invoices, and processing credit card payments.- Communicate delivery date options, and place a pre-delivery confirmation call 48/24 hours beforehand to ensure acceptable site conditions. - Manage service requests in CRM including triage to resolve issues over the phone, creating service tasks, communicating with customer when service has been scheduled, and post completion to ensure the issue was resolved satisfactorily and billed if required.- Use Net Promoter Systems (NPS) feedback to provide timely correspondence and address internal issues form and maintain good relationships with external and internal customers at all levels of the organization.