Customer Relationship Associate
7 months ago
Overview:
The Order Management department at PowerSchool manages the order processing and Accounts Receivable (Invoicing) functions for the company. The team’s core responsibilities are all new and renewing sales order bookings, invoicing, and credit memo processes. The Customer Relationship Associate will directly report to the Director, Order Management and will be responsible for maintaining customer data in both SalesForce and Netsuite.
The Customer Relationship Associate is responsible for performing audits on purchase orders and ensuring that both systems of record have purchase orders applied. They are expected to review purchase orders, interpret terms and conditions, make judgments when needed and ensure invoices and bookings have correct PO numbers applied for payment. The Customer Relationship Associate will also be responsible for gathering tax exemption certificates from our customers and updating system fields as needed. As a key part of the Finance Operations team, the Customer Relationship Associate will be working cross-functionally with other teams to work on customer purchase order requests and ensure accurate contact information is upheld in PowerSchool’s CRM.
**Responsibilities**:
Essential duties and responsibilities include the following. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Review contracts/quotes/purchase orders and ensure purchase order numbers are filled out correctly and accurately
- Once a purchase order is received by the customer, move sales deal to a closed stage to invoice customer according to PO
- Ensure customer data in SalesForce and NetSuite are complete, correct, and current
- Meet department service level agreements on response times
- Gather tax exemption certificates from customers and update system notes as required
- Consistently perform at or above productivity and quality standards as set by management
- Manage company’s purchase order process and update stakeholders accordingly
- Drive continuous improvement through process efficiency suggestions
- Monitor and manage their individual productivity and quality metrics
- Provide superior customer service to all internal and external business partners
- Ensure you understand and can execute on all key concepts and company policies
- Assist with trainings as needed
- Watch for and recommend process improvements
- Other projects as assigned by leadership
- Report success, opportunities and variances to Director, Order Management and discuss as needed
Qualifications:
To be considered for and to perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
Qualifications include:
- 0-3 years of experience in Order Management, Customer Success, or other Operational role
- Bachelor’s Degree in Accounting, Business Administration or Finance
- Proficient skills in Microsoft Office
- Excellent communication, negotiation, and interpersonal skills
- Ability to multi-task and meet strict deadlines
- Flexibility to work overtime, including nights and/or weekends for month/quarter end
- Demonstrated initiative to proactively identify issues and develop solutions for PowerSchool
- Experience in SalesForce and/or NetSuite platform is a plus
EEO Commitment:
- ._
LI-BP1
-
Customer Support Associate
4 months ago
Bengaluru, Karnataka, India Mosahay associate pvt ltd Full timeCustomer support associates - A customer service associate **manages customer concerns with the objective of maintaining positive customer relationships with an organization**. - They interact directly with customers to listen to concerns, resolve problems, and recommend products and services according to the needs of each individual. - **Required skills and...
-
Customer Relationship Associate
1 week ago
Bengaluru, Karnataka, India IPCS Global Full time**Job Title**: Customer Relationship Associate( New Office near to JP Nagar Metro) **Industry**: Education **Location**: Bangalore, Karnataka ( New Office near to JP Nagar Metro) **Job Type**: Full-time **Urgency**: Immediate Hiring **Job Summary**: **Key Responsibilities**: - **Customer Relationship Management**: Build and maintain strong relationships...
-
Customer Service Associate
3 months ago
Bengaluru, Karnataka, India Mosahay associate pvt ltd Full timeJob Role: - Customer support associate Required skills and qualifications: - Strong written and verbal communication skills with neutral Indian Accent. - Ability to communicate calmly and diplomatically with patients & co-workers. - Keen attention to detail, especially involving checking patient details and update the proper information in relevant...
-
Relationship Associate
7 months ago
Bengaluru, India hiyamee Full timeHiring across ( Bangalore), Relationship Associate for Bancassurance Channel. For managing the branch banking verticals of Large Banks. Salary Bands - 3lacs (depends on current ctc and experience), plus ALLOWANCES plus INCENTIVES(average 10k per month) People with AT LEAST 6 months experience in BFSI/Insurance Sales can apply. PLS NOTE - YOU WILL HAVE...
-
Client Relationship Executive
7 months ago
Bengaluru, Karnataka, India Shiv Sai Associate Full timeGenerate a pipeline of high-value prospects. 2. Handle relationship management and issue resolution. 3. Prepare activities utilizing available tools, reports, action items and business insights to enable a productive sales activity. 4. Engage with the client following the sales process and practices defined for that opportunity. 5. Establish and develop...
-
Relationship Associate
7 months ago
Bengaluru, India HiyaMee Private Limited Full timewe are hiring for Relationship Associate across bangalore. For managing common service centers Salary Bands - 2.75 to 3 lakh People with AT LEAST 6 months to one year experience in field sales or BFSI Sales are mandatory. any graduation can apply, candiates below 32 years of age can apply. Please post amongst your groups and help spread the word. Thanks...
-
Relationship Associate
4 days ago
Bengaluru, India Screatives Software Services Pvt Ltd Full timeHope you are doing well, We are hiring for Health Insurance at Multiple locations Position : Relationship Associate Experience : 1 -2 Yrs Immediate Joiner's **Mandatory Skills**: - From any Insurance ( Life/General/Health), from BFSI Industry - 0 - 6 months experience (Freshers are also considerable if he/she has a good interest in sales and good...
-
Customer Support Associate
7 months ago
Bengaluru, India TMI Network Full timeJob Role: Customer Support Associate Exp: Freshers / 1+ yrs **Roles and Responsibilities**: Building and maintaining profitable relationships with key customers. Overseeing the relationship with customers handled by your team. Resolving customer complaints quickly and efficiently. Keeping customers updated on the latest products in order to increase...
-
Business Development Associate
1 month ago
Bengaluru, Karnataka, India Banking Industry Full timeJoin our esteemed banking industry as a Business Development Associate responsible for cultivating and expanding high net worth customer relationships.We are seeking an ambitious and customer-oriented individual to develop and maintain banking relationships with a select group of high net worth customers through exceptional personalized service.The ideal...
-
Business Relationship Support Associate
7 months ago
Bengaluru, Karnataka, India Wells Fargo Full time**About this role**: Wells Fargo is seeking a Business Relationship Support Associate **In this role, you will**: - Be responsible for a complex portfolio of customers - Share leadership role with managers to oversee a portfolio of accounts - Identify opportunity for process improvements within the portfolio - Review and analyze the decision process for...
-
Customer Relationship Officer
1 week ago
HSR Layout, Bengaluru, Karnataka, India FirstCry.com Full time**Responsibility -** Ø -Greet and direct customers Ø -Provide accurate information (e.g. product features, pricing and after-sales services) Ø - Answer customers’ questions about specific products/services Ø - Conduct price and feature comparisons to facilitate purchasing Ø - Cross-sell products Ø - Stay up-to-date with new...
-
Customer Success Associate
7 months ago
Bengaluru, India Aeries Technology Full timeJob Id: Aeries/442/23-24 Industry IT-Software / Software Services / testing Location Bangalore Experience Range 3 - 5 Years Qualification Graduate *** **About Us** **About Business Unit** **Roles and Responsibility** Job Description: Customer Success Associate Position Overview: The Customer Success Associate is a critical support role within the...
-
Customer Support Associate
7 months ago
Bengaluru, Karnataka, India ESatisfy solutions Full time**We are Hiring For Customer Support Associate** Language skill sets: English+Hindi - versant level 5 Salary : Upto 28k CTC and Quarterly Incentive Working Culture: 6 Day, Rotational week off Qualification: Graduation is Mandatory Experience: Fresher/Experience both can apply Location - Hosapalya, Kudlugate, Bangalore **Roles and...
-
Customer Success Associate
7 months ago
Bengaluru, India Glue Up Full time**Customer Success Associate (SaaS)** We are seeking a highly motivated and customer-centric individual to join our team as a SaaS Customer Success Associate. As a Customer Success Associate, you will play a critical role in ensuring the success and satisfaction of our SaaS customers. You will be responsible for building strong relationships, onboarding,...
-
Customer Success Associate
3 weeks ago
Bengaluru, India HealthAsyst® Full timeAbout HealthAsystHealthAsyst® is an IT service and product company. It is a leading provider of IT services to some of the largest healthcare IT vendors in the United States. We bring the value of cutting-edge technology through our deep expertise in product engineering, custom software development, testing, large-scale healthcare IT implementation and...
-
Customer Success Associate
7 months ago
Bengaluru, India FullThrottle Labs Full time**About Us**: - PyjamaHR is the world's Best FREE applicant tracking system (ATS) and recruitment software. It transforms the recruitment process by reducing the effort and the time taken for each task in the hiring lifecycle. We have raised a funding round from some of the best investors globally and are looking forward to scaling rapidly. Join us to be a...
-
Customer Success Associate
7 months ago
Bengaluru, Karnataka, India Vimoksha Beverage Solutions Private Limited Full timeWe are looking for a Customer Success Associate who focuses on building and maintaining positive relationships with customers. Your responsibilities include ensuring customer satisfaction with the company’s products and services, addressing concerns, and identifying opportunities to enhance the overall customer experience. Key responsibilities - Respond...
-
Customer Associate
7 days ago
Bengaluru, India Isquare Soft Full timeJob Description Roles and Responsibilities HI W ehave openings for Customer Associate - Chat Support for US Global Product MNC _ Bangalore Location **EP**: 2 Yrs - 6 yrs **Location**: Bangalore , As a Customer Associate at Lumen, you will be responsible for delivering a world-class customerexperience to our valued customers.This exciting opportunity...
-
Customer Operations Associate
1 day ago
Bengaluru, India Esko Full time**JOB TITLE: CUSTOMER OPERATIONS ASSOCIATE** **LOCATION: BANGALORE** **WONDERING WHAT’S WITHIN DANAHER? TAKE A CLOSER LOOK**: **At first glance, you’ll see Danaher’s scale. With $22.3B revenue, our 69,000 associates work across the globe at more than 25 unique operating companies within four platforms — life sciences, diagnostics, water quality,...
-
Csa (Customer Service Associate)
6 months ago
Bengaluru, India Rareminds Full timeWe are hiring Customer Service Associate for a clothing brand at their new retail outlets in Bangalore - Designation: Customer Service Associate - Exp: 0 - 1 yrs of relevant exp in Apparel Retail indutry - Location: Bangalore - Total Positions: 6 **Skills**: - Excellent communication skills and interpersonal skills with an ability to build rapport with our...