Specialist - Customer Accounts
Energy Transfer Partners, L.P., Granite Heights, WI, United States
The Sunoco Sales and Account Management teams are actively engaged in signing new customers and renewing or extending supply agreements with existing customers. The Specialist Customer Accounts role is responsible for identifying process improvement in the setup process for new customer onboarding and customer renewals, proactively identifying and resolving problems and ensuring a smooth transition.
Essential Functions
Responsible for recommending process improvements that result in more timely and accurate customer setup results.
Oversee cross-functional workflow queues for dozens of internal service providers to complete the full customer setup process and ensure everything from brand image conversion to accurate first fuel invoice to Sunoco B2B portal and credit card processing setup.
Serve as a point of contact for sales, account teams, and internal service providers for customer setups/changes.
Proactively identify data discrepancies relating to missing or conflicting customer information and documentation, and coordinate with sales and other functions such as Supply, Transportation, and Accounting to determine resolution and escalation path.
Identify technical process gaps and efficiencies that can be gained with enhancements by working collaboratively with key teams and IT.
Perform analysis on customer setup metrics and KPIs and report on various setup team metrics for continuous improvement.
Assist in providing analysis and reporting for management on sales and customer performance along with pipeline forecasting.
Create new and update existing dashboards and reports, and communicate the logic of the report to management.
Requirements
Bachelor's degree, or equivalent work experience.
At least two years of business, project management, and/or financial analyst experience.
Preferred Skills
Experience using Salesforce, SAP, Smartsheet, and Microsoft Office Suite. PowerBI experience is a plus.
Detail-oriented: should be meticulous about data accuracy across multiple systems.
Strong oral and written communication skills: should be comfortable interacting with individuals across different departments and levels within the organization.
Ability to manage multiple tasks while maintaining organization and timely completion of projects.
Self-directed with the ability to work with little supervision.
An equal opportunity employer/disability/vet
Sunoco is an equal opportunity employer and does not discriminate against qualified applicants on the basis of any actual or perceived legally protected characteristics under federal, state, or local law.
The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.
DISCLAIMER : The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
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Essential Functions
Responsible for recommending process improvements that result in more timely and accurate customer setup results.
Oversee cross-functional workflow queues for dozens of internal service providers to complete the full customer setup process and ensure everything from brand image conversion to accurate first fuel invoice to Sunoco B2B portal and credit card processing setup.
Serve as a point of contact for sales, account teams, and internal service providers for customer setups/changes.
Proactively identify data discrepancies relating to missing or conflicting customer information and documentation, and coordinate with sales and other functions such as Supply, Transportation, and Accounting to determine resolution and escalation path.
Identify technical process gaps and efficiencies that can be gained with enhancements by working collaboratively with key teams and IT.
Perform analysis on customer setup metrics and KPIs and report on various setup team metrics for continuous improvement.
Assist in providing analysis and reporting for management on sales and customer performance along with pipeline forecasting.
Create new and update existing dashboards and reports, and communicate the logic of the report to management.
Requirements
Bachelor's degree, or equivalent work experience.
At least two years of business, project management, and/or financial analyst experience.
Preferred Skills
Experience using Salesforce, SAP, Smartsheet, and Microsoft Office Suite. PowerBI experience is a plus.
Detail-oriented: should be meticulous about data accuracy across multiple systems.
Strong oral and written communication skills: should be comfortable interacting with individuals across different departments and levels within the organization.
Ability to manage multiple tasks while maintaining organization and timely completion of projects.
Self-directed with the ability to work with little supervision.
An equal opportunity employer/disability/vet
Sunoco is an equal opportunity employer and does not discriminate against qualified applicants on the basis of any actual or perceived legally protected characteristics under federal, state, or local law.
The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.
DISCLAIMER : The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
#J-18808-Ljbffr