Customer Specialist

• Train internal and external partners and execute customer excellence process improvement projects
• Conduct onboarding, refresher, and new product/process training for Client Services, external BPO partners, and other Guardant teams
• Create SOPs and work instructions and assist with knowledge management resources
• Maintain the Client Services Knowledge Base, including Confluence shared spaces, FAQs, and How-Tos
• Relay relevant change management information to the larger team
• Manage projects implementing Client Services best practices and process excellence
• Assist with internal audit activities for Client Services
• Collaborate across departments to improve process efficiencies and ensure SOPs and best practices are met
• Help develop the department audit program and collaborate with subject matter experts on implementation
• Collaborate with the software team to test enhancements that improve operational efficiency
• Take on additional responsibilities as needed in a fast-paced environment

Customer Excellence Specialist improving Client Services for precision oncology company Guardant Health

Customer Excellence Specialist

Customer Excellence Specialist improving training, SOPs, audits, and processes for Guardant Health, a precision oncology company.
Maintaining Client Services knowledge systems and operational efficiencies across partner teams.

• Manage a specific group of FOLIO customers as primary customer support, success, and relationship manager
• Handle EBSCO-related business with a specific focus on FOLIO
• Monitor all casework for assigned customers and ensure SLA compliance
• Diagnose problems, identify solutions, and drive issues to timely resolutions
• Conduct proactive service meetings regarding upcoming FOLIO releases, support cases, Service Issues, and Enhancement Requests
• Collaborate with internal organizations to communicate, prioritize, and advocate for customers
• Develop and deliver internal training to Support and Training teams on FOLIO capabilities
• Maintain FOLIO internal documentation and FAQs
• Refine the service delivery model based on product revisions, customer expectations, and continuous improvement goals
• Evaluate competing factors and make recommendations balancing current and anticipated business needs
• Communicate and present library and technical concepts to non-technical professionals
• Adapt to changing priorities and conditions of varied complexity

FOLIO customer account specialist supporting library technology customers for EBSCO’s research-information platform

Customer Account Specialist

FOLIO Customer Account Specialist managing support and relationships for library customers. Improving service delivery across EBSCO’s AI-enabled research-information platform.

• Lead and coordinate workflows for a portfolio of higher education partners, tracking deliverables and proactively addressing risks
• Support configuration of mentoring programs in the Mentor Collective platform based on institutional goals, matching parameters, and custom user roles
• Build and tailor surveys, communication templates, and other core assets
• Guide customers through participant data collection, spreadsheet formatting, and system verification
• Perform quality assurance checks before program go-live
• Coordinate participant matching workflows and implementation phase readiness
• Facilitate orientation calls and platform walkthroughs for administrators and staff
• Assist in developing user guides, launch kits, and self-service customer resources
• Serve as a responsive point of contact for customer questions
• Leverage AI, automation, and internal software tools to streamline administrative tasks
• Collaborate with Partner Support, Account Executives, Product and Engineering, and Customer Success Managers
• Identify repetitive tasks, suggest workflow improvements, and refine playbooks and customer resources

Customer Delivery Specialist launching mentoring programs for higher education partners at Mentor Collective

Customer Delivery Specialist

Customer Delivery Specialist launching mentoring programs for higher education partners at Mentor Collective. Coordinating platform setup, data readiness, matching, customer enablement, and operational improvements.

• Own and manage end-to-end processing of GAF (Great American Finance) orders
• Collaborate with internal departments to ensure seamless customer experiences
• Provide product recommendations and technical guidance on product functionality and website navigation
• Respond to customer and sales representative inquiries via email
• Retrieve and distribute invoices and packing lists
• Manage the Customer Service Chat platform and lead real-time customer engagement
• Provide tailored support to high-volume distribution customers
• Provide backup coverage for phone queues
• Maintain accurate CRM records and perform ongoing account maintenance
• Support customer account updates and changes
• Resolve open CRM cases, mis-shipments, and back-orders
• Communicate customer or territory-specific challenges to Sales Representatives
• Manage daily chat-based customer solutions operations and ensure prompt, accurate issue resolution

Customer Solutions Specialist supporting construction equipment customers for Husqvarna Construction

Customer Solutions Specialist

Customer Solutions Specialist managing orders, CRM cases, chat support, and issue resolution for Husqvarna Construction equipment customers.
Supporting sales representatives and distribution customers from the company’s Kansas operations.

• Establish and maintain customer contracts
• Serve as the primary contact for customer communication and documentation
• Manage weekly position reports and provide updates to the Sales team
• Compare forecasts to actual usage and support planning using monthly averages
• Recommend purchases based on market conditions and customer requirements
• Handle costing requests and distribute results to the appropriate teams
• Maintain internal and external databases including customer portals
• Coordinate with Supply Chain Team & Logistics to ensure on-time delivery
• Address customer and Sales inquiries; support issue resolution across departments

Customer Excellence Specialist managing contracts and supporting sales operations

Customer Excellence Specialist managing contracts and supporting sales operations in a leading food import company. Collaborating with multiple departments to ensure an exceptional customer experience.

Detail-oriented Customer Excellence Specialist managing customer contracts at Gellert Global Group

Customer Excellence Specialist at Gellert Global Group, a food importing company, managing customer contracts and ensuring exceptional customer experience. Requires strong analytical and organizational skills for collaboration across departments.

• Audit, validate, and upload data for new and existing client implementations, including moderately complex and higher-complexity projects.
• Configure and maintain new and existing EDI files using third-party software and established standard operating procedures (SOPs).
• Perform testing, auditing, and quality assurance reviews of EDI configurations to ensure accurate functionality and successful implementation.
• Interpret and follow established SOPs while contributing recommendations for process improvements and documentation enhancements.
• Build and maintain positive working relationships with clients, vendors, and carrier partners to support service excellence and client retention.
• Provide direct support to assigned clients and assist with customer service requests and issue resolution.
• Maintain working knowledge of employee benefits products, services, regulations, and technology platforms to effectively configure and test solutions.
• Conduct root cause analysis and troubleshoot data, file, and system issues.
• Serve as a subject matter resource during client meetings and implementation discussions.
• Support and mentor Analysts and Senior Analysts through training, coaching, and knowledge sharing.
• Promote teamwork, collaboration, and a positive work environment across the department.
• Ensure individual work meets quality standards and established service expectations.
• Participate in ongoing professional development and training related to industry trends, regulations, software solutions, and emerging technologies.
• Follow all departmental policies, procedures, and compliance requirements.
• Perform additional duties and special projects as assigned.

Data/EDI Specialist supporting technology solutions for employee benefits administration

Customer Data Services Specialist – EDI

Data/EDI Specialist on the National Employee Benefits Technology team. Responsible for implementing and managing technology solutions for employee benefits administration.

• Assist clients with exploring cruise options, itineraries, and onboard experiences
• Support the booking and confirmation process for cruise reservations
• Respond to customer questions regarding destinations, cruise lines, and travel requirements
• Review reservation details to ensure accuracy, including dates and traveler information
• Maintain organized records of client bookings and communications
• Provide timely follow-up and support before and after travel

Cruise Specialist assisting clients with cruise planning and reservations

Customer Representative, Cruise Specialist

Cruise Specialist role focused on assisting clients with cruise planning and booking. Entry-level position in the travel industry with training provided.

• Handling inbound calls and providing financial education
• Answering complex questions, investment and payment options available to plan participants
• Offering guidance on appropriate tools and services
• Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules
• Working independently to troubleshoot and research issues, and develop solutions
• Processing transactional support to plan participants
• Focusing guidance on qualified and non-qualified retirement plan benefits

Providing financial education on retirement-related questions for plan participants

Defined Contribution Customer Solutions Specialist

Handling inbound calls and providing financial education on retirement-related questions for plan participants. Requires financial background and strong communication skills.

• Serve as a subject matter expert (SME) for customer contracting and payment processes
• Lead or support process improvement initiatives to enhance efficiency, accuracy, compliance, and scalability within contracting and payment workflows
• Develop and implement standard operating procedures, job aids, and best practices to ensure consistent execution across the organization
• Partner with Compliance, Legal, Finance, and Marketing to ensure activities align with regulatory requirements, Sunshine Act reporting, and internal policies
• Conduct quality reviews and trend analysis to identify risks, recurring issues, and opportunities for operational improvement
• Support system enhancements, testing, and implementation activities related to contract and payment management platforms
• Provide training, onboarding, and ongoing support to team members and business partners on contracting and payment processes
• Develop and maintain reporting dashboards or metrics to monitor workload, turnaround times, compliance adherence, and operational performance
• Facilitate cross-functional alignment on contracting and payment processes, helping to standardize practices across business units
• Lead or support large-scale projects or initiatives, including process transitions, system implementations, or operational transformations
• Proactively identify operational risks and compliance considerations and recommend mitigation strategies
• Act as a key liaison between shared services and business stakeholders, ensuring clear communication and effective issue resolution
• Receive and process requests to create contract records as well as payments

Principal Specialist managing customer contracting in healthcare technology

Principal Customer Contract & Payment Specialist, Neuroscience Shared Services

Principal Customer Contract & Payment Specialist at Medtronic managing customer contracting processes. Leading cross-functional initiatives to enhance healthcare technology solutions with a focus on compliance and operational efficiency.

• Understand HCP office process and offer electronic solutions (i.e. portals) that will improve the patient Rx experience
• Thoroughly understand and represent AbbVie’s HCP facing portals and other electronic solutions serving as a subject matter expert
• Partner with AbbVie field teams to implement and offer solutions to HCPs in assigned territory
• Working with an HCP office, evaluate and diagnose areas of delay and disruption that may occur for patients in their Rx experience to determine if an AbbVie digital solution may be helpful for the patient.
• Develop relationship with HCP offices using a portal/solution and provide regular updates on new functionality matching new or unused features with patient needs
• Communicate with AbbVie field teams in a compliant manner

Customer Solutions Specialist serving HCPs in the immunology specialty biologics space

Customer Solutions Specialist representing AbbVie's solutions to HCP offices in immunology specialty. Partnering with field teams to enhance the patient prescription experience and provide expert support.

• Create, update, and maintain customer master records in the ERP system.
• Review setup requests, approvals, and supporting documents for accuracy and compliance.
• Verify customer information using D&B reports, including legal name, address, DUNS number, credit details, and business status.
• Maintain billing, shipping, tax, contact, payment term, credit limit, invoice delivery, and account classification details.
• Identify and correct duplicate, incomplete, inactive, or outdated customer records.
• Resolve data discrepancies with sales, customer service, credit, collections, billing, and other teams.
• Maintain documentation and audit trails for customer setups, changes, deactivations, merges, and cleanup.
• Protect confidential information and support accurate billing, credit, reporting, order processing, controls, and audit readiness.

Creating and maintaining customer master data in the ERP system.

Customer Master Data Specialist

Creating and maintaining customer master records in ERP system for a total protection company. Ensuring accuracy and compliance in customer accounts management.

• Call on HCP offices in assigned territory to represent AbbVie’s in-office portals
• Offer electronic solutions that will improve the patient Rx experience
• Evaluate and diagnose areas of delay and disruption for patients in Rx experience
• Develop relationships with HCP offices using a portal/solution
• Communicate with AbbVie field teams in a compliant manner

Customer Solutions Specialist representing AbbVie's in-office portals for HCPs

Customer Solutions Specialist representing AbbVie’s in-office portals and access solutions for HCPs. Improving patient prescription experiences by collaborating with healthcare providers and field teams.

• Handle back-to-back customer calls. Continuous engagement throughout your shift; every call matters.
• Capture information with precision. Type while you talk, listen while you enter data, hold accuracy at speed.
• Be the face of Harper. Professional, confident, helpful — call after call, hour after hour.
• Flag edge cases. Identify exceptions and escalate when needed.
• Feed the system. Clean, accurate notes are the raw material for everything built on top of intake; the patterns you flag improve the product.

Customer Intake Specialist handling high-volume customer calls

Customer Intake Specialist

Customer Intake Specialist at Harper handling high-volume customer calls. Capturing precise information to support business operations in an AI-native insurance company.

• Responsible for the first escalation point within the Customer Asset Management team
• Resolve complex situations that require advanced level of troubleshooting
• Review processes for improvements with Supervisor
• Step in when the Supervisor is unavailable
• Coordinate with other departments to ensure customer satisfaction

Senior Customer Asset Management Specialist resolving escalated customer issues at RB Global

Senior Customer Asset Management Specialist

Senior Customer Asset Management Specialist at RB Global responsible for troubleshooting escalated issues and coordinating with teams for resolutions. Ensuring customer satisfaction in a fast-paced environment.

• Resolve complex and escalated customer cases requiring advanced troubleshooting, policy interpretation, and cross-functional collaboration
• Investigate root causes across systems, workflows, and customer journeys to identify sustainable solutions
• Take end-to-end ownership of customer cases through successful resolution
• Balance customer advocacy with company policies and operational requirements while exercising sound judgment
• Maintain proactive communication and timely follow-up throughout the resolution process
• Serve as the primary escalation point for Tier 1 Customer Support Agents
• Evaluate case complexity, urgency, and business impact to prioritize work effectively
• Provide real-time coaching and guidance to frontline support agents handling challenging customer interactions

Advanced customer support professional resolving complex customer issues

Customer Escalation Specialist

Advanced customer support professional solving complex customer issues through technical troubleshooting. Mentoring Tier 1 agents and collaborating with cross-functional teams.

• Resolve complex and escalated customer cases requiring advanced troubleshooting, policy interpretation, and cross-functional collaboration.
• Investigate root causes across systems, workflows, and customer journeys to identify sustainable solutions.
• Take end-to-end ownership of customer cases through successful resolution.
• Serve as the primary escalation point for Tier 1 Customer Support Agents.
• Provide real-time coaching and guidance to frontline support agents handling challenging customer interactions.
• Partner with Product, Engineering, Aftersales, Operations, Quality, and Training teams to resolve systemic customer issues.
• Identify recurring customer issues and recommend scalable solutions to improve customer satisfaction and operational efficiency.
• Champion the Voice of the Customer across internal teams.

Advanced customer support role resolving complex issues and mentoring agents at Peak Support

Advanced customer support professional resolving complex customer issues and mentoring agents at Peak Support. Driving continuous improvements and collaborating across teams to enhance customer experience.

• Resolve customer and sales rep inquiries; explain product features, provide quotes, process orders, returns, and assist with customer service needs in US and Canada.
• Comply with quality guidelines on documenting complaints and responding to Post Market Surveillance requests in a timely manner.
• Handle inbound and outbound communication via phone in a helpful, professional, and courteous manner.
• Enter and process orders received via phone with accuracy.

Customer Solutions Specialist responsible for customer service at Drive Medical

Customer Solutions Specialist – Temporary

Customer Solutions Specialist providing assistance and solutions for customers at Drive Medical. Ensuring effective communication and accurate order processing for both US and Canada.

• Resolve customer and sales rep inquiries; explain product features, provide quotes, process orders, returns, and assist with all their customer service needs in US and Canada.
• Comply with all quality guidelines on documenting complaints and responding to Post Market Surveillance requests in a timely manner.
• Handle inbound and outbound communication via phone in a helpful, professional, and courteous manner.
• Resolve all customer related inquiries and issues with extreme accuracy and efficiency.
• Develop a thorough understanding of Drive products to effectively offer additional accessories and substitute other products when items are back ordered, etc.
• Enter and process orders received via phone, with accuracy.
• Provide product availability and manage customer back-orders, as needed.
• Support the sales team by aiding them with their daily service needs.
• Follow up as needed to ensure accuracy and effortless customer experience.
• Provide over the phone assistance with product assembly and parts inquiries.
• Utilize systems and technology to handle high volumes of inquiries; become proficient in current and future systems.
• Achieve performance goals on a consistent basis and established KPIs.

Customer Solutions Specialist ensuring effortless experience to customers in a fast-paced environment

Customer Solutions Specialist providing product information, placing orders, and finding solutions in a fast-paced environment. Supporting customer service needs in US and Canada while handling inquiries.

• Understand HCP office process and offer electronic solutions (i.e. portals) that will improve the patient Rx experience.
• Thoroughly understand and represent AbbVie’s HCP facing portals and other electronic solutions serving as a subject matter expert.
• Partner with AbbVie field teams to implement and offer solutions to HCPs in assigned territory.
• Working with an HCP office, evaluate and diagnose areas of delay and disruption that may occur for patients in their Rx experience to determine if an AbbVie digital solution may be helpful for the patient.
• Develop relationship with HCP offices using a portal/solution and provide regular updates on new functionality matching new or unused features with patient needs.
• Communicate with AbbVie field teams in a compliant manner.

Customer Solutions Specialist improving patient prescription experiences with AbbVie

Customer Solutions Specialist improving patient prescription experiences with AbbVie by offering electronic solutions in the healthcare space. Collaborating with healthcare providers and AbbVie teams to enhance patient care.

Customer Specialist jobs in United States

See all jobs on JobTailor

Customer Excellence Specialist

Customer Account Specialist

Customer Delivery Specialist

Customer Solutions Specialist

Customer Excellence Specialist

Customer Excellence Specialist

Customer Data Services Specialist – EDI

Customer Representative, Cruise Specialist

Defined Contribution Customer Solutions Specialist

Principal Customer Contract & Payment Specialist, Neuroscience Shared Services

Customer Solutions Specialist

Customer Master Data Specialist

Customer Solutions Specialist

Customer Intake Specialist

Senior Customer Asset Management Specialist

Customer Escalation Specialist

Customer Escalation Specialist

Customer Solutions Specialist – Temporary

Customer Solutions Specialist

Customer Solutions Specialist