Will assist new customers in the application process (Online or Hard Copy apps). Obtain necessary information to complete the application if rejected by accounting. Keep an active log Web Lead tracker in Excel on new customers that signup. Monitor/ Answer customer inquiries on Zen-desk to ensure customers account information is current. Update pricing levels and contact information for new and existing accounts. Guide customers in navigating through the website to order or assisting with online ... more details
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About Baldor
Since our beginnings as part of the iconic Greenwich Village retail store, Balduccis, Baldor has maintained its original promise curate and deliver the best ingredients from around the world. For 25 years, we have served the food industry using cutting-edge logistics to create a seamless customer experience. Our commitment to service and quality has made us the first choice in distribution for a diverse list of industry leaders, including hotels, restaurants, county clubs, hospitals, and nursing homes.
Position Summary
As the Onboarding Specialist your goal is to use your great energy, strong interpersonal skills, and your passion for developing relationships, to onboard new customers who have shown interest in purchasing our products. You will be tasked to use creativity and persuasion to educate prospective customers to consider us as a reliable vendor. You will explain our business process, qualify them, and gather their biographical information and a summary of their business, so we can introduce them to our merchandise.
You will work inter-departmentally to increase sales opportunities and thereby maximizing revenue. This will be accomplished by constantly observing the health of the onboarding life cycle and monitoring Key Performance Indicators set by the company.
Duties and Responsibilities
- Will assist new customers in the application process (Online or Hard Copy apps).
- Obtain necessary information to complete the application if rejected by accounting.
- Keep an active log Web Lead tracker in Excel on new customers that signup.
- Monitor/ Answer customer inquiries on Zen-desk to ensure customers account information is current.
- Update pricing levels and contact information for new and existing accounts.
- Guide customers in navigating through the website to order or assisting with online payments.
- Informing Reps on which accounts have been setup or cancelled to ensure contact is made.
- Assisting accounting on payments made via Stripe and resolving invoices.
- Helping with Tours or meetings to create a better relationship with customers.
- Solve all customer inquiries and update and edit location information in Silvercreek.
- Explain to new customers on how to get signed up with an account and use our website.
- Distribute and follow up on all paperwork submitted to Sales or Accounting dept.
- Helping sales reps with any other tasks that can result in increasing company sales.
- Optimizing Onboarding turnaround time for new and existing customers.
- Work with a sense of urgency to go above and beyond for the satisfaction for the customer.
- Attention to data accuracy and reporting.
- Follow-up with team on which accounts have been rejected/ cancelled in a timely matter.
- Keep up an active log on which accounts have been cancelled/ rejected to be reviewed weekly.
- Monitoring bank responses to extend net credit terms to customers on a weekly basis.
- Reaching out to sales reps to inform which customers have been extended terms in a timely matter.
Desired Experience
- Degree preferred.
- Ability to work with a sense of urgency with data accuracy.
- Previous experience in a business-to-business office environment (office, hotel, restaurant, caf). Ideally within a customer service or commercial function, preferred.
- Ability to understand complex processes, technical concepts and accounting processes.
- Ability to use multiple systems simultaneously while working on a variety of tasks.
- Strong customer service orientation, organization skills and sales techniques.
- Strong communication skills: both verbal and written along with excellent listening skills.
- Highly collaborative within a team environment as well as cross-functionally.
- Proactive mindset ready to take initiatives whenever needed to better service customers and improve experience with the brand.
- Standard Excel knowledge preferred.
Join our dynamic team and make a significant impact on the success of our products and the satisfaction of our customers. Apply now. We look forward to meeting you!
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