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We are seeking a highly motivated and detail-oriented Customer Service Representative to join our team. This individual will play a key role in ensuring the quality of data within Microsoft CRM, while improving the overall customer experience. The ideal candidate will possess excellent communication skills, a consultative approach to customer interaction, and proficiency in Microsoft CRM.
Job Responsibility:
Assist in communicating with organizations to enhance the data quality
Develop and document data correction action plans in Microsoft CRM
Support efforts to create a Standard Operating Procedure (SOP) for identifying inactive or dissolved businesses
Proactively contact customers through outbound calls and email and respond to inbound communications
Build relationships while striving to resolve accounts and data discrepancies effectively
Analyze customer data errors and provide recommendations
Use a consultative approach to overcome objections, influence customer decisions, and simplify complex processes into actionable steps for customers
Document and alert management to emerging trends in customer interactions
Demonstrate self-motivation, work independently, and proactively achieve developmental goals
Requirements:
Proficiency in CRM software, specifically Microsoft CRM
Strong problem-solving and critical thinking skills to resolve customer data discrepancies and objections
Exceptional communication abilities with a focus on simplifying technical processes
Background in administrative and customer support tasks preferred, including customer experience or call center roles
Experience working with advanced Excel and Microsoft 365 software is a plus
Familiarity with consulting approaches and ability to influence and drive customer decisions is highly valued
Nice to have:
Experience working with advanced Excel and Microsoft 365 software
Familiarity with consulting approaches and ability to influence and drive customer decisions
What we offer:
medical, vision, dental, and life and disability insurance
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