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SourceMark company

Customer Experience Associate

SourceMark company, Franklin, Tennessee, us, 37068

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General Purpose The Customer Experience Associate is responsible for the daily activities of the Customer Service department to meet customer expectations through external and internal communications. The employee will be knowledgeable on department SOPs, product lines, and key accounts in order to provide the expected level of service. The employee must be an organized multitasker, have a self‑reliant attitude, and be able to handle many tasks simultaneously while meeting deadlines.

General Description

Management of Customer Account/Sales Order Process

Order entry / sample orders

Credit hold process, price discrepancies

Backorder releases

Returns

Case setup

EDI

Knowledgeable of the EDI process full cycle (940, 855)

Monitor EDI partner by collaborating with Senior CEM or Supervisor, as needed

Case Resolution

Investigate cases by collaborating with Senior CEM, Supervisor & warehouse to resolve cases

Operational Improvements - review trends and make recommendations to enhance our clients' experience

General Oversight

Responsible for new customer setup, including EDI

Maintenance of CRM cases

Coordinate and manage the Demo/Evaluation schedule

Provide month‑end customer mapping support to the accounting team

RX license & tax exemption renewal

Daily manage all communications received by the customer service department, via email or phone, to provide timely responses

Gain additional product knowledge from product development

Assist in ad hoc reporting as needed

Maintain strong internal department relationships

Organize tasks that need to be achieved to meet agreed‑upon commitments, taking into account resource requirements while scheduling, prioritizing activities, and anticipating problems

Be customer‑centric with all management, co‑workers, and distribution partners

Skills / Qualifications

Bachelor's Degree Preferred

Minimum 2 years of customer service or related experience

Proficient in Microsoft Word, Excel, and Outlook preferred

Oracle NetSuite and CRM experience preferred

Excellent communication (written & verbal) and problem‑solving skills

High level of attention to detail, order entry, and review

Highly motivated self‑starter who can work independently as well as in a team‑oriented environment

Ability to simultaneously manage multiple assignments, resolve problems, meet deadlines, and handle a fast‑paced environment

Occasional overtime

Physical Requirements May include minimal travel. Must be able to sit at a desk and work on a computer for extended periods. Must be able to lift 30 pounds without difficulty.

Job Type: Full‑time

Pay: $50,000.00 - $55,000.00 per year

Benefits

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Work Location: Hybrid remote in Franklin, TN 37067

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