Customer Support

• Create and maintain accounts, projects, and opportunities in Salesforce (SF) based on incoming application requests and internal communications
• Support applications engineering in the preparation of quotes and proposals
• Retrieve and track key project dates and technical documents (e.g., drawings) from Lucernex and ensure timely data entry and project updates
• Accurately enter refrigeration model selections into Salesforce opportunities and verify selections against application requirements
• Generate preliminary and final pricing using internal tools and create customer-ready quotes based on approved model selections
• Work closely with engineering, sales, logistics, and customer service teams to ensure alignment on equipment selections, timelines, and deliverables
• Handle purchase orders and ensure accurate entry into the system
• Act as a liaison between customers and internal organization, responding and managing inquiries and escalating as required

Technical Sales Support Specialist

Customer Service Representative

Customer Experience Manager – Business Banking

Customer Care Representative

Cloud Support Specialist, Azure – Vice President

Field Customer Care Specialist