Solutions Representative Job Description

Solutions Representative Job Description

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Solutions representative provides systems guidance and leadership with other HRIS technologies SAP Payroll, Time & Absence systems, and case management.

Solutions Representative Duties & Responsibilities

To write an effective solutions representative job description, begin by listing detailed duties, responsibilities and expectations. We have included solutions representative job description templates that you can modify and use.

Sample responsibilities for this position include:

Explain technical/complicated issues in laymen’s terms, to service technicians, customers, dealers, decision makers
Consult with Districts on sales goals, training, orders
Analyze and consult on customer and field product application, configuration, utilization, and requirements (work tools, pricing, productivity, ) to provide the best current and future solution for a customer
Application ll will review and communicate site metric reports
In collaboration with assigned dealers develop and implement aftermarket solutions industry account plans for assigned high-opportunity customer accounts
Manages customer inquiries regarding orders
Handles and resolves customer complaints
Provides technical assistance on product
Ability to close consumer sales
Recording details of comments, inquiries, complaints and actions taken

Solutions Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Solutions Representative

List any licenses or certifications required by the position: HRO, LMS, II, NICET, PSP, CPP

Education for Solutions Representative

Typically a job would require a certain level of education.

Employers hiring for the solutions representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Technical, Marketing, Associates, Engineering, Financial Services, Computer, Business/Administration, Communication

Skills for Solutions Representative

Desired skills for solutions representative include:

Products and services
IT products and services needed
Call routing and case management processes case logging systems and obligation systems
Problem solving skills
Computing
Storage and peripheral devices
BMO Investment products
Customer solutions
Procedures
Relevant areas

Desired experience for solutions representative includes:

Technical aptitude/computer literacy, including familiarity with Windows, Office applications, and Internet browsers, basic computer terminology
Achieve individual pre-determined agent metrics
Leadership coaching or supervisor training
Initiate product replacement, tracking with delivery services and customer follow up
Answer phone calls and emails professionally
Factory Store back up

Solutions Representative Examples

1

Solutions Representative Job Description

Job Description Example
Our innovative and growing company is hiring for a solutions representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for solutions representative
  • Develop and maintain working knowledge of administrative systems and Variable Product Service Center products and services, annuities/life insurance, qualified and non-qualified plans, product options and features and regulatory and departmental standards and goals
  • Reconfirm key points discussed with previous team members
  • Builds rapport and discuss product offerings with SPID
  • Build and present proposals based on SIPD needs
  • Daily interaction with VLS customers/carriers at different organizational levels
  • Tracing shipments from pickup through delivery
  • Coordinate RFQ’s and the selection process for inbound, outbound, and Veritiv Logistics Solutions programs
  • Accountable for meeting daily/monthly objectives
  • Discover new opportunities by selling Veritiv’s diverse portfolio of service offerings
  • Manages assigned account list to support a healthy sales pipeline by reviewing the target list of customers
Qualifications for solutions representative
  • More than 1 year customer service experience in sales support environment
  • Paid Vacation, Personal time, and Community Service time off
  • Employee Product Discounts
  • A minimum of 4 years of industry specific experience within Dealers, Mining, Quarry & Aggregate, Construction, Manufacturing, Pipeline, Oil & Gas or Utilities
  • Possession of a Bachelor’s degree required
  • More than 1 year customer services experience in sales support environment
2

Solutions Representative Job Description

Job Description Example
Our growing company is looking to fill the role of solutions representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for solutions representative
  • Will primarily provide end-user assistance via live chat sessions that are routine to moderately complex in nature and require basic problem resolution and independent judgment
  • Must allocate his/her own time efficiently and will receive general instructions on all work
  • Factory Store and Reception Desk back up
  • Build relationship between client and business customer by leveraging client service value
  • Deliver a high-quality, engaging phone experience for the customer
  • Retain existing and/or drive new revenue by providing solutions to potential and existing customers
  • Apply discounts to new and existing accounts to secure additional business
  • Address customer needs/issue resolution
  • Ensure an outstanding customer experience for customers
  • Customer Service Representative must maintain client files, contracts and correspondence
Qualifications for solutions representative
  • Minimum 2 years’ experience in a customer contact/service role
  • Proficient on a PC and with various software programs including MS Outlook preferred
  • Strong web browser
  • Possess the ability to successfully manage and prioritize concurrent task, , handling three chat sessions at one time
  • High School diploma or equivalent, three to five years relevant business experience
  • At least one year of experience in a customer service environment preferred
3

Solutions Representative Job Description

Job Description Example
Our innovative and growing company is looking for a solutions representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for solutions representative
  • Educate and troubleshoot technical support issues such as username/password, software, hardware, and provide general assistance with the KU Campus platform tools
  • Identify and troubleshoot incidents, then document and retrieve pertinent information for logging, tracking and further escalation
  • Complete detailed summary forms of issues being escalated to higher levels in the technology department
  • Meet assigned productivity goals such as number of contacts per hour, caller satisfaction and first call resolution of incidents
  • Various other duties as assigned by Technical Support Manager, Supervisor, Team Leads, or other senior personnel
  • Solving multiple issues per call
  • Handle inquiries via phone, chat, and email
  • Utilize the necessary NGrid Systems, such as
  • Identify viable leads, manage prospects and secure business offered within the market to exceed monthly established targeted profitable growth goals
  • Complete contractual re-signs with existing customer base to extend customer relationship and increase customer profitability where appropriate
Qualifications for solutions representative
  • Pharmacy Technician Trainee license to start and then certified Pharmacy Technician during applicable Arizona state guidelines
  • The candidate ideally has bachelor degree and has 1 year corporate exposure, preferably in IT or Finance
  • CS experience, preferably in a customer facing role
  • Minimum of high school diploma, BS/BA in Business preferred plus related experience
  • Strong PC skills, MS Office suite a plus
  • Some application knowledge of Canon Software products
4

Solutions Representative Job Description

Job Description Example
Our company is searching for experienced candidates for the position of solutions representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for solutions representative
  • Maintain a thorough knowledge of the Company’s resource recovery programs, lines of business, pricing structures and offer additional services to existing clients, including total waste stream management solutions, as appropriate, to grow targeted profitable revenue and contribute to Company goals and objectives
  • Answer inbound phone calls, and place outbound calls, in order to fulfill requests for service
  • Responsible for validating customer eligibility for service
  • Monitor the service event through completion to assure satisfactory service is provided
  • Learn how to manage customer requests and feedback using customer service skills, trouble shooting, empathy
  • Transact financial and non-financial activity on client accounts including fund transfers, premium allocation changes, partial withdrawals, surrenders, automated investment activity and returned mail, as necessary and within regulatory guidelines
  • Provide up to date information on product specifications, including features, performance, current generic tax information, account balances, pricing inquiries, and transaction/processing explanations
  • Identify and track opportunity, report VOC/VOD in the CRM system
  • Responsible for the selection of TL and other third party carriers
  • Develop new business and/or grow existing business
Qualifications for solutions representative
  • Customer Service Representative must have proficiency in Microsoft Office, specifically MS Excel
  • Customer Service Representative must have experience using a CRM, preferably SAP
  • Customer Service Representative must possess excellent verbal and written communication skills
  • Must have valid driver's license and minimum level of auto insurance coverage
  • Works cooperatively and productively with other
  • Experience in an inbound technical support environment
5

Solutions Representative Job Description

Job Description Example
Our company is hiring for a solutions representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for solutions representative
  • Help in the coordination of carrier RFQ's and selection process for inbound, outbound, and Veritiv Logistics Solutions programs
  • Seamlessly manage the load tendering process for inbound, outbound, and brokerage freight transactions
  • Maintain the Veritiv truckload database
  • Manage and use selected TL loadboard for securing new asset based carriers for awarded lanes
  • Supply TL quotes for all internal and external customers
  • Daily interaction with VLS customers at different organizational levels
  • Quarterly travel to meet customers for business reviews
  • Accountable for meeting daily objectives and ensuring their successful completion
  • Provides technical support and guidance on Goal Zero products – knows our products inside and out
  • Drive POPS-C growth for assigned Vertical and territory
Qualifications for solutions representative
  • Ability to use Microsoft Office programs, Windows OS, Browsers and to learn other business related applications as needed
  • Ability to communicate accurate technical information and solutions through various media to a range of customers and resolve issues on the very first contact
  • Manages prospecting activity within assigned geographic region
  • Manages multiple Customer relationships
  • Acts as a mentor to less experienced staff members
  • Prospects and meets Customers

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