Specialist - Customer Accounts
Sunoco LP, Dallas, TX, 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, internal service providers for customer setups/changes
Proactively identify data discrepancies relating to missing or conflicting customer information and documentation by communicating and coordinating efforts with sales team and various 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 various 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 be able to communicate 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 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 different 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
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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, internal service providers for customer setups/changes
Proactively identify data discrepancies relating to missing or conflicting customer information and documentation by communicating and coordinating efforts with sales team and various 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 various 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 be able to communicate 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 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 different 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
#J-18808-Ljbffr