Customer Experience Specialist

Position Summary
The Procurement Service Center (PSC) is responsible for the purchasing, payables, contracts, commercial card, strategic sourcing, sustainability, small business program, and travel for the University of Colorado’s four campuses and the Office of the President.

Do you enjoy building relationships with diverse audiences, continuously learning, and being the go-to person for your customers? If so, this position is perfect for you.

As a Customer Experience Specialist, you will provide training and support to customers needing assistance with PSC functions. You will be an expert in guiding customers on the use of PSC tools such as PeopleSoft, Concur, CU Marketplace, and others as they arise. Additionally, you will promote employee compliance by interpreting University policies related to procurement, commercial cards, travel, purchasing, and accounts payable.

You will also constantly seek ways to improve the customer experience by offering insights into resource and training development to help customers succeed in managing PSC processes. This role is crucial to the PSC’s mission of delivering excellent customer service.

This position reports to the Customer Success Program Manager and is exempt from the State of Colorado Classified Staff System.

Where You Will Work
This is a hybrid role, with occasional onsite work at our 1800 Grant Street office located in Denver.

Duties and Responsibilities
Support and Service

Provides individualized training and support to employees and affiliates across all four campuses and the Office of the President on the use of various complex tools, including the Concur Travel & Expense system and CU’s Marketplace e-procurement system through email, phone, video meetings, virtual office hours, and webinar training.

Responds to a high volume of email and phone interactions, simultaneously throughout the day during the PSC’s core operational hours of 8 a.m.-12 p.m. and 1 p.m.-5 p.m. MST.

Remains up to date on PSC and University policies and provides guidance to partners and customers on their applicability.

Assists external suppliers by researching the status of payments, identifying resolutions for payment delay, and assisting in the supplier request and registration process.

Instructs internal and external customers on PSC website resources, including navigating to policies, procedures, forms, learning resources, tax and other information.

Investigates issues, identifying when action is required by other resources, and escalating to appropriate stakeholders as necessary.

Utilize procurement tools (Concur, CU Marketplace, PeopleSoft Finance, etc.) as needed to complete basic system tasks and provide easy resolutions for campus customers.

Takes quick action on escalating potential issues with systems or policy when short-term customer contact trends suggest the need.

Interacts regularly with PSC personnel to learn and stay current on business processes, policies, and tool configuration.

Identifies gaps in content and creates content to support knowledge and AI chatbot functionality.

Work on special projects as assigned.

Knowledge Collection and Process Improvement

Self-starter that continually looks for opportunities to increase knowledge in internal PSC functions to better support customers.

Develops relationships and builds trust with customers as the front line into the PSC.

Provides professional, accurate and timely resolution to customer inquiries.

Tracks and manages contacts, tasks, research, and communications using CRM and other specialized tools/software.

Creates content for the PSC Knowledge Base in the form of Knowledge Articles that can be utilized to accurately resolve future inquiries as it relates to PSC processes and policies.

Work on special projects as assigned.

Minimum Qualifications

Bachelor’s degree from an accredited institution of higher education, or equivalent professional experience (professional experience may be substituted for the educational requirement on a year-for-year basis).

One (1) year of professional work experience in a customer service role (e.g., inbound help desk/call center; or other customer engagement environment).

Preferred Qualifications

Two (2) years of professional work experience in a customer service role supporting a business, procurement, finance, and/or educational function.

Experience with one or more of the following:

General procurement practices

Procure to pay business processes

eProcurement and financial systems

Salesforce Service Cloud

Peoplesoft

Chatbots

Managing customer inquiries through Live Chat functionality

Professional experience working in a higher education institution.

Experience using Artificial Intelligence (AI)-driven solutions in support of customers and business operations.

Knowledge, Skills, and Abilities

Impeccable customer service skills.

Oral, written, listening, and interpersonal skills (including the ability to facilitate interaction, communication, and teamwork between others), along with excellent comprehension skills.

A teaching mindset and skillset, including the ability to utilize multiple methods with one individual in order to ensure learning is received and retained.

Collaboration skills, including the ability to work (in-person and remotely) with others from different areas and backgrounds to reach a common goal.

Computer skills, including proficiency in Microsoft Office Suite, along with the ability to research and implement new software/tools to advance office goals and business processes.

Organizational skills, with the ability to work under pressure, manage multiple concurrent/competing projects, and adapt to changing priorities while maintaining personal effectiveness and strong customer service.

Critical thinking skills, including the ability to identify problems, questions, and assumptions; establish significance; and develop new ideas and initiatives that improve the performance of the organization.

Customer service skills, including the ability to actively listen, address customer needs, defuse tense situations, and maintain an open, flexible, and friendly demeanor.

Ability to work independently in a highly dynamic, flexible, and fast-paced environment.

Ability to learn technical, policy, and procedural information quickly and to retain it well.

Ability to utilize AI solutions to assist or perform business operations.

Knowledge of AI ethics and data privacy considerations in the workplace.

Knowledge of natural language prompting (NLP).

Ability to produce content, ideate, edit, and perform analysis.

Benefits

No-cost or low-cost medical & dental plan options, some inclusive of IVF assistance.

Disability, Life, Vision Insurance options.

Multiple retirement planning options including a mandatory 401(a) plan where CU contributes 10% of your gross pay, a 401k or 403b plan and a 457 deferred compensation plan.

Pre-tax savings plans, such as Health care and Dependent care flexible spending accounts.

Embrace a healthy work-life balance with ample sick and vacation leave, along with at least 12 paid holidays. This includes a dedicated week off for winter break.

6 weeks of parental leave to adjust to the joys of parenthood.

A tuition benefit program for you and/or your dependents.

Free RTD EcoPass and free onsite parking at our 1800 Grant Street Office.

Many additional perks & programs with the CU Advantage.

Additional taxable fringe benefits may be available.

For more information on benefits programs, please review the Comprehensive Benefits Guide.

Access our Total Compensation Calculator to see what your total rewards could be at CU. (This position is a University Staff position)

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