Customer Service Representative
Finance Service Representative Job In Mission Viejo, CA
Ultimate Staffing is looking for a detail-oriented and customer-focused Customer Success Specialist to join a growing medical manufacturing team. This role will be responsible for supporting sales order processing, data management, and providing exceptional customer service. The ideal candidate will have strong experience with QuickBooks Desktop, Excel, and a passion for delivering top-tier service. If you're organized, enjoy working independently, and thrive in a dynamic environment, we want to hear from you!
Primary Responsibilities
Pay: $24- $27
Schedule: ONSITE M-F 8:00 AM- 5:00 PM
RESPONSIBILITIES:
Manage a high volume of customer service calls, emails, texts, & voicemails
Take incoming calls from new and existing customers in a professional manner
Provide information to customers including verifying requests, answering questions, and offering assistance
Serve as a liaison between incoming vendors/clients and the in-house showroom
Identify and implement customer experience process improvements
Enter and process amazon orders and return authorizations
Additional projects as needed.
Requirements
Looking for a candidate with 2-5 years of related customer or client service experience.
Retail/Consumer products experience is ideal
Degree preferred, but not required
Comfortable interacting with people at all levels on the phone and in-person
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Customer Service Representative
Finance Service Representative Job 8 miles from Mission Viejo
Induce Biologics is commercializing a family of bioimplants that includes Natural Matrix Protein (NMP™), which replicates the body's native healing capabilities in order to create natural bone regeneration. The NMP™ proprietary process unlocks the growth factors naturally found in bone, making them bioavailable.
As a Customer Service Representative, you will be responsible for receiving, processing and recording customer orders. The Customer Service Representative also handles customer inquiries and resolves issues. The individual will work closely with various teams to ensure prompt and effective resolution of customer issues and provide excellent support to enhance the overall customer experience.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Provide outstanding customer support by processing and responding to customer and sales team needs.
Process orders & inquiries received via phone, fax, email and eCommerce platform.
Maintain customer account information, ensuring maintenance of all related paperwork.
Assist with customer onboarding, including navigating the website, placing orders, and resolving issues related to ordering.
Gather customer feedback and share insights with the team to improve processes and enhance the overall customer experience.
Handle customer complaints and inquiries in a timely manner.
Collaborate with customers and QA to provide information requested by QA to facilitate investigation and closure of product complaints.
Advise customer on product availability and inventory status; assist with ordering problems involving delivery, pricing and billing.
Promote our products through effective support and ongoing relationships with all customers, internal and external.
EDUCATION/EXPERIENCE
High School Diploma or equivalent
Minimum of two (2) years' experience in customer service, preferably in a similar industry.
Preferred experience with a small company and/or start-up environment in the medical device, biologics, or pharma/biotech industry.
SKILLS, KNOWLEDGE AND/OR ABILITIES
Strong customer service focus and customer relations skills.
Must be able to work in a collaborative team environment as well as independently
Proficient in MS Office (Outlook, Word, Excel, PowerPoint, Teams)
Flexibility and strong organizational skills with ability to prioritize multiple tasks and meet daily order deadlines
Must have excellent communication and interpersonal relationship skills.
Available to work Monday - Friday
Must be local and able to work on-site in Irvine, CA.
For California, the base pay range for this position is $23.00 to $27.00 / hour. The pay for the successful candidate will depend on various factors (e.g., qualifications, skills, education, prior experience).
Equal Employment Opportunity Statement
Induce Biologics is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Third-Party Recruiters
Please note that Induce Biologics does not accept unsolicited resumes or inquiries from third-party recruiters or staffing agencies. Any resumes submitted to our team without a prior agreement will be considered the property of Induce Biologics, and we will not be obligated to pay any fees related to unsolicited submissions.
Customer Service Representative
Finance Service Representative Job 8 miles from Mission Viejo
We are seeking a detail-oriented and customer-focused Customer Service Representative to join our client's team in Irvine, CA. In this role, you will be responsible for processing customer orders, preparing shipping labels, answering phone calls, and communicating with vendors to ensure smooth operations. The ideal candidate will have strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.
Key Responsibilities:
Process customer orders accurately and efficiently
Prepare and print shipping labels
Answer and direct phone calls, providing excellent customer service
Communicate with vendors to resolve any order or shipping issues
Manage and update customer information in the system
Handle customer inquiries and complaints professionally and promptly
Collaborate with internal teams to ensure timely order fulfillment
Qualifications:
Previous experience in customer service, order processing, or a related role preferred
Strong communication and problem-solving skills
Proficient in Microsoft Office (Excel, Word, Outlook)
Ability to work in a fast-paced environment and manage multiple tasks
Detail-oriented with strong organizational skills
Associate, Finance (PACE)
Finance Service Representative Job 8 miles from Mission Viejo
David Taussig & Associates, Inc. (“DTA”) currently has an available open Associate position with our PACE Team working in a hybrid environment and reporting to management in our Irvine office. This position is ideal for a finance professional with two to three years of experience and an interest in public finance who has a desire to develop a long-lasting, rewarding career with an industry leader. Candidate must reside in Orange County. Responsibilities will increase and include other tasks as the candidate gains experience in the position.
About DTA
DTA is a public finance and urban economics consulting firm with its corporate offices in Irvine, California, Dallas, Texas, Raleigh, North Carolina, and Tampa, Florida. We specialize in municipal infrastructure, public services finance, and land development economics. DTA provides consulting services to both public and private sector clients throughout California and fifteen (15) other states, including clients in Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Missouri, Montana, Nevada, New Mexico, North Carolina, South Carolina, Texas, Utah, and Washington. Notably, DTA has been a pioneer in the implementation of new municipal finance techniques to fund public infrastructure and municipal services on behalf of both municipalities and real estate developers. We have been recognized as an innovator in the use of analytical methods and modeling approaches that are now considered state of the art within the industry. More information on DTA can be found on our website at *******************
Duties and Responsibilities
Conduct data research and analysis and support senior staff in the implementation of projects related to municipal finance district formation and administration. These projects include:
· The annual administration and management of property tax levies;
· Other research tasks, as necessary, for specific projects.
· The work to be assigned to the selected applicant will include the following:
· Perform data research and entry;
· Conduct field research;
· Prepare spreadsheet models;
· Develop data/tables into comprehensive reports;
· Evaluate data for trends and communicate results;
· Communicate with clients both verbally and through written correspondence;
· Respond to property owner phone calls; and
· Conducts other duties as assigned.
The work to be assigned to the selected applicant will include the following:
Perform data research and entry;
Update spreadsheets;
Prepare and enter data/tables into comprehensive reports;
Respond to property owner phone calls; and
Conducts other duties as assigned.
Required Skills
· Bachelor's degree with a minimum of a 3.3 GPA.
· Two - three years of experience in financial or economic analyses or urban planning (preferable, but not required).
· Strong academic performance with an emphasis in economics, mathematics, finance, business, urban planning, statistics, or another quantitative field.
· Strong analytical and statistical analysis capabilities, including attention to detail.
· Advanced computer skills, including Word and Excel. Database application experience is a plus.
· Excellent communication skills, both written and verbal.
· Ability to quickly grasp new concepts.
· Ability to meet project commitments under tight deadlines in a fast-paced, demanding environment.
Please provide a resume, cover letter, and writing sample to *******************. A skills assessment may be requested.
DTA is an Equal Employment Opportunity Employer. No relocation subsidies or visa sponsorship will be offered.
Customer Service Representative
Finance Service Representative Job 8 miles from Mission Viejo
For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer service representative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
Responsibilities:
What's a typical day as a Customer Service Representative? You'll be:
Processing product complaints through ques and other communication channels.
Maintaining a positive experience while investigating complaints in a timely and courteous manner.
Accurately updating databases with pertinent details & product information.
Escalating issues based on severity to appropriate levels as needed.
Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints.
Qualifications:
This job might be an outstanding fit if you:
Have a high school diploma or equivalent.
Have at least 6 months of customer service experience
Have strong problem- solving and organizational skills.
Are able to work in a fast-paced environment.
Are able to work a hybrid work schedule comprised of weekly office & remote requirements.
What happens next:
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Representative today.
Why Join Us? At KellyConnect, we value a collaborative working environment that fosters growth and efficiency. If you are detail-oriented, proactive, and ready to contribute to our team's success, we encourage you to apply!
Get a complete career fit with Kelly .
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquí en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orígenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
Customer Service Representative
Finance Service Representative Job 15 miles from Mission Viejo
Our partner is a well-known tire manufacturer that produces a wide range of tires for various types of vehicles, including passenger cars, trucks, SUVs, and high-performance vehicles. They are known for its commitment to quality and innovation, offering products that are designed for performance, durability, and safety. They have a global presence and are widely recognized in the automotive industry.
The Customer Service Representative plays a pivotal role in maintaining positive dealer relationships and ensuring efficient order fulfillment. As a key contact point for our clients, this position is responsible for addressing inquiries, resolving issues, and contributing to overall customer satisfaction. Exceptional communication skills, attention to detail, and an understanding of our B2B clients' unique needs are crucial for delivering top-tier service and supporting the growth of our business.
Pay: $22/hr
Status: Temp to Hire
Schedule: Hours must be flexible (start at 6:00am or 7:00am)
Location: Costa Mesa, CA (onsite)
Essential Duties and Responsibilities:
Order Entry
Receive and process telephone, email, and fax orders.
Verify stock availability, locate inventory, and confirm credit approval for invoicing dealer warehouse orders.
Handle container and consignment orders.
Handle freight claims
Monitor and process back orders.
Process inventory returns.
Provide order status information to dealers and Toyo Sales personnel.
Track and trace shipments.
Keep dealers informed about container order status, special promotions, discontinued inventory, and sales program deadlines.
Process billing corrections.
Sales Support
Address dealer inquiries and resolve dealer complaints within the scope of the customer service department's authority.
Manage pricing code entry and maintenance for all assigned dealers.
Maintain regular communication with Regional Sales Managers to report daily order receipts, shipping schedules, dealer inquiries or complaints, and problem-solving.
General Administrative
Make inventory production recommendations and handle warehouse transfer requests.
Process Federal Excise Tax, city, county, and state commission credits, and other credit memos.
Maintain dealer order files and current pricing files.
Respond to dealer and Toyo management inquiries, providing additional information and sales history reports as required.
Other duties as assigned
Qualifications: To perform this job successfully, an individual must meet the following qualifications:
-Ability to work independently and as a team player.
Exceptional organizational skills.
-Effective time-management skills with the ability to prioritize work.
-Strong written, oral, and presentation skills.
-Intermediate proficiency in Microsoft Office (Excel, Outlook, and Word).
-Willingness to work overtime as required for business needs.
-Adherence to Company policies and safety guidelines.
Education and Experience:
High school diploma or equivalent.
Minimum of three (3) years of experience in customer service order processing.
Language Skills:
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Effective presentation skills for one-on-one and small group situations.
Mathematical Skills:
Proficiency in basic mathematical operations, including addition, subtraction, multiplication, and division using whole numbers, common fractions, and decimals.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions provided in written, oral, or diagram form.
Capable of addressing problems involving several concrete variables in standardized situations.
Physical Demands:
While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel, and talk or hear.
Occasionally required to stand, walk, or reach with hands and arms.
Must be able to lift and/or move up to 25 pounds.
Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment:
Moderate noise level in the work environment.
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Customer Service Representative
Finance Service Representative Job 26 miles from Mission Viejo
$21/hr + benefits on W2
12+ month contract with likely extension/conversion
Onsite in Brea, CA.
The Brea, CA team is seeking a Customer Service Representative (CSR) with strong customer service soft skills, routine orders entry skill, order tracking, and problem resolution. You will be responsible for all customer types of inquiry and products, and you will be working closely with customer and internal teams to provide exceptional customer service in a fast-paced environment.
The CSR will ensure customer satisfaction by way of processing orders, answering phones promptly, finishing delivery information and providing field sales/service support, all with accuracy and efficiency.
Key Responsibilities:
Build relationships with customers via phone and email communication and resolve customer issues to ensure a high level of customer satisfaction.
Answer phones in a timely and efficient manner in a high call volume support setting.
Process customer orders via phone, standing orders, field service orders, and replacement orders, fax orders, electronic data interchange (EDI).
Effectively support both sales and service field representatives by responding to inquiries, placing orders, and providing proof of delivery as needed.
Maintain a level of accuracy and efficiency both as a department and individually.
Knowledgeable on our products and special projects as deemed vital by the manager.
Must communicate timely and accurately and establish and maintain good working relationships with upper management and internal departments such as Field Service, Sales, Finance, Bids and Contracts, HR and IT.
Position Requirements:
Must have basic computers skills including MS office 2000 or later including Word, Excel and Outlook. Basic math skills and statistical knowledge.
Proficient at keyboard entry; prior experience entering orders while on the phone a plus; multitasking and problem solving.
Enjoys working with people.
One to three years customer service experience required.
High school graduate required. Associates degree preferred.
Primary language English.
Little to no travel required.
Personal Trait Profile:
Must be self-motivated with a positive outlook and focus on quality work.
Demonstrates personal sense of urgency, attention to detail, and an aspiration for continuous professional development.
Exhibits a need to succeed by setting personal goals to outperform company metrics.
Able to maintain a positive attitude and work constructively in a team environment.
Able to handle multiple tasks and key deliverables while performing under time constraints.
Excellent time management and organizational skill
Interested? Apply today!
Financial Representative
Finance Service Representative Job 31 miles from Mission Viejo
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Member Service Representative (Bilingual - Vietnamese, Korean, Spanish, or Chinese)
Finance Service Representative Job 18 miles from Mission Viejo
Job Title: Member Service Representative (Bilingual - Vietnamese, Korean, Spanish, or Chinese)
Target Compensation Range: $25.00-$28.00/hour, depending on the level of relevant qualifications and experience.
About Us:
Astiva Health, Inc., located in Orange, CA is a premier healthcare provider specializing in Medicare and HMO services. With a focus on delivering comprehensive care tailored to the needs of our diverse community, we prioritize accessibility, affordability, and quality in all aspects of our services. Join us in our mission to transform healthcare delivery and make a meaningful difference in the lives of our members.
SUMMARY: The Member Service Specialist is responsible for answering telephonic inquiries from current and potential members and providers regarding Medicare Advantage benefits, eligibility, enrollment, claims, referral, prior authorizations, appeals & grievances and other related concerns. Our Member Service Specialists ensure customer satisfaction by providing excellent customer service, displaying a desire to help and maintaining a professional demeanor. Member Service Specialists will be expected to maintain quality and performance standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Handle inbound and outbound phone calls, emails and other necessary communications with members and providers
Clearly identify and act on customer needs to achieve satisfaction.
Clearly explain all details of the Medicare Advantage Plan including procedures, protocols, benefits, and any other necessary information to the member or provider during inbound and outbound calls.
Fully understand all aspects of Medicare Advantage including but not limited to benefits, prior authorization, referrals, claims, enrollment, eligibility, appeals & grievances, providers networks and pharmacy services.
Provide accurate and complete information using the tools provided
Keep detailed written records of each telephone encounter during the call
Adhere to all call center metrics as set forth by CMS regulation and call center leadership.
Attempt to resolve the member's issue completely during the first phone call.
Go above and beyond to provide exceptional customer service.
EDUCATION and/or EXPERIENCE:
2+ years customer service experience
Minimum 1+ years' experience with Medicare Advantage
Health Plan experience.
Excellent verbal and written communication skills including active listening and probing techniques.
Ability to multi-tasks, time manage and prioritize.
Ability to document information while on the phone with the member.
Ability to build rapport with members
Fluent in Spanish, Korean, Vietnamese, or Cantonese/Mandarin (verbal and written)
BENEFITS:
401(k)
Dental Insurance
Health Insurance
Life Insurance
Vision Insurance
Paid Time Off
Customer Service Representative-3PL
Finance Service Representative Job 31 miles from Mission Viejo
Company
Our client is a 30+ year old 3PL with over 10 locations, 5 million sq. feet of warehousing space across the United States. The core focus of their business is B2B and D2C for clients within the retail, apparel, furniture, and home goods industries.
Location
Ontario, California
Summary
The Customer Service Representative carries out all customer service activities such as responding to customer inquiries, processing orders and receipts, handling complaints in a prompt, courteous and effective manner. Other responsibilities include but not limited to coordinating routing and scheduling pickups with carriers. Qualified candidates will be able to plan, schedule, direct and execute the day-to-day distribution activities.
Essential Duties & Responsibilities:
Interacts in a good working relationship with customers by responding to all inquiries regarding orders, routing, shipments, inventory counts, etc. in a courteous and effective manner
Prepare routing information, schedule appointments with carriers, and shipping documents.
Processes and inputs all customer orders
Produces inventory reports to check for product availability
Produces all related paperwork and necessary information required for customer orders
Coordinates special and last-minute shipping requests with the Shipping and Operations Departments, expediting any order as necessary
Provides follow up with other departments to ensure service standards are being met
Ensures proper invoicing of accounts by verifying computer generated invoices
Prepares shipping and tracing information to customers as required
Communicates customer feedback to management including any signs of dissatisfaction
Acts as a liaison between the warehouse and customer in administration of the account
Oversees all paperwork associated with orders and inbound receipt and maintain the corresponding files
Maintains current and accurate procedure manual, which details the processing requirements of the account
Filing and managing/updated Excel spreadsheets
Other Education, formal training, knowledge, skills, abilities, and other characteristics which are desired for this position:
Strong computer knowledge including MS Office applications
Proficient in MS Excel
Experience with office or clerical functions of warehousing, distribution or supply chain preferred - particularly in the retail sector
Basic typing skills
Familiarity with 10-key
Strong communication skills, passionate about creating value to organization and customer needs
Excellent customer service skills
Requirements:
Willingness to learn
HS diploma or equivalent
Bi-lingual (Spanish) is preferred, not required.
Excellent oral and written communication skills.
Compensation:
$25-27/hour
Customer Service Sales Representative
Finance Service Representative Job 37 miles from Mission Viejo
Calaso USA Inc. is a fast-growing glass packaging distributor, offering complete packaging solutions to its customers. Focusing on high-end glass bottles and jars, Calaso USA Inc. is committed to excellence and innovation in its main sectors of activities: Cosmetics and Personal Care; Perfume and Fragrance; Health and Well-Being; Food and Nutrition.
We are looking for a customer-oriented sales representative. You will act as a liaison, provide product and service information, process order inquiries, and resolve any emerging problems our customer accounts might face accurately and efficiently.
You are genuinely excited to help customers. We are looking for someone who's patient, empathetic, passionately communicative, and proactive. Someone who can put himself/herself in our customers' shoes and advocate for them when necessary.
If problem-solving comes naturally to you. You are confident at troubleshooting and like investigating to resolve customer complaints. Your target is to ensure excellent customer service standards, respond efficiently to customer inquiries, and maintain high customer satisfaction then this role is for you.
Please Read the Job Description Carefully Before Applying to Ensure You Meet the Requirements.
Responsibilities
• Manage large amounts of incoming calls
• Manage and effectively convert inbound leads into new customers
• Build trust and a sustainable relationship with customer accounts through open and interactive communication
• Provide accurate, valid, and complete information by using the right methods/tools
• Meet personal and team sales and customer service targets
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure the resolution
• Keep records of customer interactions, process customer accounts, and file documents precisely within Salesforce
• Follow communication procedures, guidelines, and policies
• Take the extra mile to engage customers
• Prepare sample orders for potential new customers
Skills
• Proactivity
• Strong phone contact handling skills and active listening
• Strong writing communication by E-mail
• Familiarity with CRM and ERP systems and practices
• Customer orientation and ability to adapt/respond to different types of characters
• Excellent communication and presentation skills
• Ability to multi-task, prioritize, and manage time effectively
• Ability to work well in a team environment
• Strong problem-solving abilities
• Previous experience in sales or customer service
• Bachelor's degree in business administration or related field
• This is a junior role requiring 1-6 years of experience. *It is not a senior- level position*
Job Type: Full-time
Salary: $50k - 57k + up to 18% bonus
Benefits:
Health insurance
401(k) matching
Paid time off
Schedule: Monday to Friday - 8 hours/day (8am-5pm PT)
Work Location: Carson, CA
Work setting: In-person
Performance Area
Communication Skills
Demonstrates clear and professional verbal and written communication.
Actively listens to understand customer inquiries and concerns.
Effectively communicates solutions and information to customers.
Customer Relations
Provides excellent customer service to foster strong relationships.
Engages with customers to identify their needs and provide tailored solutions.
Handles customer feedback and challenges with a positive, solutions-oriented approach.
Sales and Product Knowledge
Maintains a strong understanding of the company's products and services.
Explains product features and benefits effectively to customers.
Identifies opportunities for upselling or cross-selling based on customer needs.
System Navigation
Proficient in using the company's CRM and ERP systems to manage customer interactions.
Accurately enters and updates customer data and order information.
Efficiently navigates systems to ensure smooth customer experiences.
Team Collaboration
Works closely with co-workers and supervisors to meet team goals.
Shares ideas and feedback to improve processes and customer satisfaction.
Adapts quickly to changes and supports team members as needed.
Problem-Solving and Proactivity
Confidently troubleshoots and resolves customer complaints with a solutions-oriented approach.
Investigates customer issues thoroughly and identifies effective resolutions.
Takes initiative to engage with customers and provide additional support when necessary.
Confidently troubleshoots and resolves customer complaints with a solutions-oriented approach.
Investigates customer issues thoroughly and identifies effective resolutions.
Takes initiative to engage with customers and provide additional support when necessary.
Maintains consistent attendance and punctuality.
Demonstrates professionalism in all interactions.
Manages time effectively to balance customer needs and daily responsibilities.
Responsibilities
Manage large amounts of incoming calls and effectively convert inbound leads into new customers.
Build trust and sustainable relationships with customer accounts through open and interactive communication.
Provide accurate, valid, and complete information using appropriate methods and tools.
Meet personal and team sales and customer service targets.
Handle customer complaints, provide appropriate solutions within time limits, and follow up to ensure resolution.
Keep records of customer interactions, process accounts, and file documents within Salesforce.
Prepare sample orders for potential new customers.
Follow communication procedures, guidelines, and policies.
Skills
Proactivity and strong problem-solving abilities.
Strong phone contact handling skills and active listening.
Strong written communication skills for email correspondence.
Familiarity with CRM and ERP systems and practices.
Ability to adapt/respond to different types of characters.
Excellent communication and presentation skills.
Ability to multi-task, prioritize, and manage time effectively.
Ability to work well in a team environment.
Previous experience in sales or customer service.
Bachelor's degree in business administration or a related field.
*No third-party agencies or recruiters. Direct applicants only*
Customer Service Representative
Finance Service Representative Job 35 miles from Mission Viejo
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists.
PRINCIPAL RESPONSIBILITIES:
The CSR will act as a liaison, provide product/services information, answer questions, and resolve any issues that our customer accounts might face with accuracy and efficiency.
ESSENTIAL DUTIES AND RESPONSIBILITIES: Include the following. Other duties may be assigned.
Excellent communication skills
Ability to multi-task, prioritize, and manage time effectively
Maintaining a positive, empathetic, and professional attitude toward customers
Responding promptly to customer inquiries.
Communicating with customers through various channels.
Acknowledging and resolving customer complaints.
Knowing our products inside and out so that you can answer questions.
Processing orders, forms, applications, and requests.
Keeping records of customer interactions, transactions, comments, and complaints.
Communicating and coordinating with colleagues as necessary.
Providing feedback on the efficiency of the customer service process.
Ensure customer satisfaction and provide professional customer support.
QUALIFICATIONS:
High school diploma or general education degree (GED)
High school math or better is required for addition, subtraction, multiplication and division
One to three years related experience and/or training.
Typing and basic computer skills necessary.
Must be able to prioritize daily tasks and perform in consistent and reliable manner.
Must be able to read and comprehend written materials.
Must have good verbal and written communication skills.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, depth perception, and the ability to adjust focus.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Sales and Customer Service Representative
Finance Service Representative Job 37 miles from Mission Viejo
MIRON Violetglass USA is the North American distributor of MIRON Violetglass, offering a wide selection of Miron Glass jars & bottles and corresponding closures to preserve and enhance high-quality natural products.
MIRON glass offers protection from the destructive spectrum of light and acts as a barrier to prevent the biophotons from natural products from migrating out of the glass. MIRON offers wholesale customers a wide assortment of bottles and jars with accompanying closures and accessories. MIRON glass is ideal for packaging natural cosmetics, esoteric oils, olive oil, honey, tea, spices, water, flower essences, superfoods, vitamin supplements, homeopathic medications, and many other natural products.
We are looking for a customer-oriented Sales and Customer Service Representative who will join our team in Carson California. The right candidate will act as a liaison, provide product and service information, process order inquiries, and resolve any emerging problems our customer accounts might face accurately and efficiently. We want someone who can put themselves in our customers' shoes and advocate for them when needed.
The ideal candidate possesses patience, empathy, excellent communication skills, and proactivity. As a Sales and Customer Service Representative, your main goal is to ensure that customer service standards are met and exceeded, respond promptly and efficiently to customer inquiries, and maintain high levels of customer satisfaction.
If you are genuinely excited about helping customers, problem-solving comes naturally to you, are confident in troubleshooting, and enjoy investigating to resolve customer complaints, then this role is perfect for you.
Responsibilities
Manage large amounts of incoming calls
Manage and effectively convert inbound leads into new customers
Build trust and a sustainable relationship with customer accounts through open and interactive communication
Provide accurate, valid, and complete information by using the right methods/tools
Meet personal and team sales and customer service targets
Handle customer complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure the resolution
Keep records of customer interactions, process customer accounts, and file documents precisely
Follow communication procedures, guidelines, and policies
Go the extra mile to engage customers
Prepare sample orders for potential new customers
Skills
Proactivity
Strong phone contact handling skills and active listening
Strong writing communication by E-mail
Familiarity with CRM and ERP systems and practices
Customer orientation and ability to adapt/respond to different types of characters
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Ability to work well in a team environment
Strong problem-solving abilities
3+ years in a sales and customer service role is preferred.
Bachelor's degree in business administration or related field
Job Type: Full-time
Salary: $52k - 62k + 5% bonus per year
Benefits:
Health insurance
401(k) matching
Paid time off
Schedule: Monday to Friday - 8 hours/day (8 am-5 pm PT)
Work Location: Carson, CA
Work setting: In-person
Performance Areas
Communication Skills
Demonstrates clear and professional verbal and written communication.
Actively listens to understand customer inquiries and concerns.
Effectively communicates solutions and information to customers.
Customer Relations
Provides excellent customer service to foster strong relationships.
Engages with customers to identify their needs and provide tailored solutions.
Handles customer feedback and challenges with a positive, solutions-oriented approach.
Sales and Product Knowledge
Maintains a strong understanding of the company's products and services.
Explains product features and benefits effectively to customers.
Identifies opportunities for upselling or cross-selling based on customer needs.
System Navigation
Proficient in using the company's CRM and ERP systems to manage customer interactions.
Accurately enters and updates customer data and order information.
Efficiently navigates systems to ensure smooth customer experiences.
Team Collaboration
Works closely with co-workers and supervisors to meet team goals.
Shares ideas and feedback to improve processes and customer satisfaction.
Adapts quickly to changes and supports team members as needed.
Problem-Solving and Proactivity
Confidently troubleshoots and resolves customer complaints with a solutions-oriented approach.
Investigates customer issues thoroughly and identifies effective resolutions.
Takes initiative to engage with customers and provide additional support when necessary.
Confidently troubleshoots and resolves customer complaints with a solutions-oriented approach.
Investigates customer issues thoroughly and identifies effective resolutions.
Takes initiative to engage with customers and provide additional support when necessary.
Maintains consistent attendance and punctuality.
Demonstrates professionalism in all interactions.
Manages time effectively to balance customer needs and daily responsibilities.
Responsibilities
Manage large amounts of incoming calls and effectively convert inbound leads into new customers.
Build trust and sustainable relationships with customer accounts through open and interactive communication.
Provide accurate, valid, and complete information using appropriate methods and tools.
Meet personal and team sales and customer service targets.
Handle customer complaints, provide appropriate solutions within time limits, and follow up to ensure resolution.
Keep records of customer interactions, process accounts, and file documents within Salesforce.
Prepare sample orders for potential new customers.
Follow communication procedures, guidelines, and policies.
Skills
Proactivity and strong problem-solving abilities.
Strong phone contact handling skills and active listening.
Strong written communication skills for email correspondence.
Familiarity with CRM and ERP systems and practices.
Ability to adapt/respond to different types of characters.
Excellent communication and presentation skills.
Ability to multi-task, prioritize, and manage time effectively.
Ability to work well in a team environment.
Previous experience in sales or customer service.
Bachelor's degree in business administration or a related field.
*No third-party agencies or recruiters. Direct applicants only*
Customer Service Representative
Finance Service Representative Job 39 miles from Mission Viejo
The Customer Service Representative (CSR) functions as the liaison between Mauser Corporation and its customers. Handles all customer orders from order entry through shipment of orders. The CSR acts as the first point of contact for the customer at their respective plant and helps customers with all questions and concerns that arise.
Description for Internal Candidates
Responsibilities:
Establish relationships with customers by communicating and resolving issues.
Responsible for order entry and/or maintenance for assigned accounts.
Review plant delivery schedules versus requested dates and resolves any conflicts. Tracks and communicates any changes and potential service issues to the customer.
Communicate order confirmations, changes and cancellations to both customers and internal Mauser team members.
Inform sales and operations of any unresolved service issues; Recommends corrective action to customer issues as necessary.
Reviews orders after shipment for billing accuracy and any quantity item errors.
Manages the issuing of credits, return authorizations and pallet returns.
Reviews inventory usage on stocked items, identifies and communicates items that have not tracked to plan.
Ensures that any customer complaints have been resolved in a satisfactory manner obtaining guidance/approval from supervisor when necessary.
Communicates with Planners, Sales Representatives, Pricing team and Plant Management as needed.
Prepares necessary reports for Plant Management and customers such as inventory and open order reports and tracks shipments associated with invoices
Processes plant claims which include any deductions for shortages, quality issues and any miscellaneous items.
Files any customer paperwork such as shipping documentation or customer orders in a timely fashion.
Performs other duties as assigned.
Requirements:
Associate or bachelor's degree preferred but not required
Manufacturing experience strongly preferred
1+ years customer service experience required
Microsoft Office Suite - basic to above-average computer skills including Excel
CRM experience preferred
Ability to perform basic quantitative skills required,
Ability to work with all areas of the business including plant and sales personnel.
Professional verbal and written communication
Strong customer service advocacy and problem-solving skills
Financial Representative
Finance Service Representative Job 8 miles from Mission Viejo
About the Company:
Northwestern Mutual is a 168-year-old, Fortune 500 financial institution that manages over 340 billion dollars' worth of assets. Today, we're focused on working with families, individuals, and small business owners on their long-term financial goals. We tackle big life problems with our clients by providing solutions for wealth management, risk management, retirement planning, estate planning, and tax efficient strategies.
About the Role:
As a Financial Advisor, you will build long-lasting relationships, offer guidance in the field of finance, and provide solutions to help clients meet their financial goals and objectives. A career with Northwestern Mutual will afford you the unique opportunity to create your own financial practice and destiny, while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
Our award-winning, interactive training programs and development coaches allow our team to specialize in working with career changers that often times do not have previous financial experience or in-depth knowledge. Instead, our team prioritizes the transferable skillsets that we know make successful advisors--communication and listening skills, trustworthiness, and above all integrity.
As a Northwestern Mutual Financial Representative:
Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.
Desired Skills and Experience:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
Prior sales and/or business development experience preferred
Desire for continuous learning and collaboration
Legal authorization to work in the US without sponsorship
Why join NM?
Fortune 100 Company
Number one "World's Most Admired" company by Fortune magazine for over 25 years
Recognized as the best place to work in the OC Business Journal.
Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine
Customer Service Representative
Finance Service Representative Job 20 miles from Mission Viejo
LHH is looking for a dedicated and bilingual Customer Service Representative to join our client's team in Corona, CA. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. Your responsibilities will include managing client relationships, addressing inquiries, and resolving issues promptly to maintain high levels of customer satisfaction.
Key Responsibilities:
Client Relationship Management: Build and maintain strong relationships with clients by understanding their needs and providing tailored solutions.
Inquiry Handling: Respond to client inquiries and resolve any issues promptly to ensure client satisfaction.
Communication: Keep clients informed about project progress, updates, and any changes that may affect them.
Financial Management: Oversee billing, invoicing, and payment collections to ensure accurate financial records and timely payments.
Project Coordination: Collaborate with internal teams to ensure that client projects are delivered on time and within budget.
Efficient Service: Handle all client interactions efficiently and effectively, focusing on delivering quick resolutions to any issues.
Continuous Improvement: Evaluate current systems and processes to improve quality and exceed customer expectations.
Client Feedback: Gather and act on client feedback to continuously improve service delivery.
Client Services Representative
Finance Service Representative Job 48 miles from Mission Viejo
Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected.
We're looking for individuals who thrive on challenges, show initiative, and are committed to making a positive impact. If you possess these qualities and are eager to join a team dedicated to excellence, we believe you'll thrive in our organization. We're currently seeking a Service Professional to join our team in one of our office locations, as this is a hybrid role.
What you will do:
Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
What you will need:
Minimum 1 year experience working in a call center environment
Minimum 1 year experience working in a financial institution/industry.
Skilled in both written and verbal communication, proficient at effectively engaging with diverse audiences in a polite, professional, and influential manner.
Embraces flexibility and adapts seamlessly to change in a dynamic and fast-paced environment, thriving on new challenges and opportunities.
What is nice to have:
Proficiency in utilizing industry-leading tools like Salesforce, Envestnet, NetX360, Docupace, RedTail, and others.
Have previous broker-dealer experience
Possess a current License; ex: Series 7, 24, 65, 99, etc.
Compensation
The base annual salary range for this role is $49,000 to $52,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, licensing, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Banker
Finance Service Representative Job 15 miles from Mission Viejo
Seeking a client-focused banking professional with at least two years of banking teller experience, expertise in opening consumer and basic business accounts, and strong customer relations skills.
Key Responsibilities:
Open and manage consumer and business accounts (checking, savings, CDs, IRAs, Trust & Estate).
Assist clients in selecting financial products while cross-selling bank services.
Ensure compliance with banking regulations (BSA, Information Security).
Process teller transactions as needed and maintain an excellent balancing record.
Provide outstanding customer service and proactively identify client needs.
Qualifications:
Minimum 2 years of teller experience with account opening expertise.
Strong knowledge of banking regulations and financial services.
Proficiency in Word, Excel, Outlook, and banking software.
Excellent judgment, attention to detail, and ability to handle confidential information.
Independent Sales Representative
Finance Service Representative Job 29 miles from Mission Viejo
Needed in the following Territory's
Northern California, Southern California & New York
Pioneering Dental Manufacturer with Worlds First FDA Clearance for True Regeneration is seeking top sales talent in Northern California, Southern California and New York to help change the standard in the treatment of gum disease. Gum disease effects 85% of the US population and has serious and fatal consequences if not treated effectively. LANAP is the effective treatment for moderate to severe gum disease using a laser-based protocol.
The successful candidate for this position has the capacity to develop creative sales solutions to meet business objectives, negotiate profitable sales, work collaboratively as well as independently, embody the core values of MDT - originality, authenticity, passion, service and excellence and have the ability to communicate those values to customers, and business partners. We are looking for candidates in various areas of the country.
ESSENTIAL DUTIES & RESPONSIBILITIES
· Responsible for ensuring all revenue goals are attained.
· Establishes and maintains strong relationships with all customers in their assigned territory.
· Address customer concerns and resolve complaints.
· Attends Trade Shows, Industry meetings, and other assigned activities on behalf of MDT.
· Identify prospective customers.
· Develops a sales and marketing plan for their territory, with assistance from the Sales Manager, and performs daily activities consistent with the plan, and close sales.
· Regularly reports forecast information to management and provides accurate records upon request.
· Utilizes Sales Force to accurately track all leads, opportunities, accounts, tasks, sales stages, and sales probability forecasts.
· Provides timely After-Action Reports (AAR) for all trade shows, small group presentations and study club meetings with groups of prospects.
· Keeps accurate records of all travel and expense items for reimbursement and provides these documents to management in a timely fashion.
· Prepare contracts, takes deposits, submits and process orders with MDT Corporate.
EXPERIENCE & REQUIREMENTS
· Minimum 4 years direct Sales Experience or comparable industry experience
· Demonstrates a solid track record of performance and achievements
· Strong interpersonal communication and negotiation skills
· Aggressive and strongly motivated to succeed
· Familiar with Salesforce CRM system
· Travel 30-50% of time
Compensation: draw, commission and bonus pay
Event Sales Representative
Finance Service Representative Job 18 miles from Mission Viejo
Imagine your ideal job. Now add bowling. And arcade games. And parties every day of the week. This isn't any ordinary job; it's the beginning of a bowled new career as an Hybrid Event Sales Representative at Bowlero Orange County!
Are you the life of the party? Do you know what it takes to make a great event
even more amazing?
If so, then you may be just what we're looking for. Our Event Sales Representatives are more than just good salespeople-they're talented
experience-makers
. They tirelessly engage with calls and emails to secure bookings, manage their pipelines, meet and tour with potential clients, and collaborate with our Operations Team to guarantee flawless execution of our guests' events. You'll make the booking/planning/partying process easy (and fun!) so that your client comes back again and again.
Essential Duties:
Get a glimpse of all you'll experience as an Event Sales Representative.
DEVELOP YOUR IQ & BOOK IT
Respond to all event inquiries (that's a given) and turn those inquiries into booked events.
While you'll be working in one of our beautiful locations, you'll also be planning events for multiple venues! Learn the features and benefits of our distinctive properties and event options-and relay them effectively to your clients as you will be booking events across multiple venues.
Understand the unique needs of all types of events-from corporate functions to birthday parties to other social events.
HIT THOSE NUMBERS
Meet (nay,
exceed
) your individual sales KPIs.
STAY ON POINT
Organization is the key to success when working with a large rolodex of clients and multiple venues.
Be the on-site contact for our operations team, hosting BEO meetings, and working together to ensure every event is a smashing success!
guide the guest
Be there for your clients, planning their events, and coordinating the details until the day of the party.
Actively managing the client relationship both during and after the event with retention efforts to ensure your client comes back year after year.
FLEXIBILITY IS KEY
Be available to work evenings, weekends, and holidays, especially during our busiest event-packed seasons.
BE CAMERA READY
Stay connected with the rest of the team on camera! Whether it is for one-on-one coaching sessions or daily meetings, we're committed to fostering the camaraderie of an office for our remote reps.
Plus, our clients can pop in at any time so always be ready to showcase your enthusiasm and professionalism.
WHO YOU ARE
You're a motivated, ambitious individual who's eager to learn and ready to sell our unique spin on bowling entertainment and events. Embracing feedback isn't just a skill, it's something you thrive on to become even greater! You love friendly competition and use that to achieve your KPIs. Your commitment to guest service and your interpersonal skills are on point and combine to turn ordinary events into epic celebrations that everyone will be talking about long after the party's over.
Desired Skills:
Check out the desired skills below and see if you have what it takes to join our team.
Broad knowledge of sales, hospitality, and event planning
Proficient in technology including Outlook, Microsoft Teams, and Excel
Strong verbal and written communication skills (because to sell the experience, you have to be able to communicate it-
effectively
) Feedback driven
Time management and organization skills
Adaptability
REQUIRED:
Ability to travel once a year to the national sales conference
the LUCKY STRIKE team
With approximately 350 entertainment destinations spanning North America, our portfolio includes renowned brands like Bowlero, Lucky Strike, AMF, and the Professional Bowlers Association (PBA). As a company, we are committed to diversity, dedicated to our guests, and devoted to making the work-life experience a joy for one another. When work is this much fun, it doesn't feel like work at all. Join our team of over 12,000 associates and experience the fulfillment of being part of the Bowlero family.