Customer Support Specialist

Job Locations US-WI-Waukesha
Posted Date 10 months ago(4/20/2017 2:27 PM)
# of Openings




The Customer Support Specialist (CSS) is responsible for building and maintaining business relationships by providing prompt and accurate service to promote customer loyalty.  This includes order processing, communication with the customer, and coordinating with other departments to answer customer questions and resolve issues.  The CSS is the first point of contact for general customer inquiries including pricing, products, and scheduling. 


Roles & Responsibilities:


  • Manage quote creation, order processing, and day-to-day customer and partner requests
  • Responsible for opportunity creation and management with aligned BDMs, customer set-up including item catalog creation and auditing, customer discount group, and portal set up
  • Review open orders regularly
  • Reconcile annual billings
  • Create true-up templates and renewal quotes
  • Develop and maintain strong knowledge of industry trends while pursuing ongoing training with software publishers
  • Maintain contact/asset upload spreadsheets
  • Assist with quoting, ordering, and accounts receivable activities
  • Provide customer onboarding support


Knowledge, Skills and Abilities Required:


  • Bachelor’s degree from four year college or university preferred
  • 1-3 years professional sales experience preferred but not required
  • Customer service experience preferred
  • Highly motivated and results oriented; entrepreneurial spirit
  • Detail oriented with ability to break down projects into smaller tasks
  • General understanding of technology solutions
  • Proficient in and knowledgeable with Microsoft’s licensing programs and product stack


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