Solutions Representative Job Description
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:
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:
Desired experience for solutions representative includes:
Solutions Representative Examples
Solutions Representative Job Description
- 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
- 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
Solutions Representative Job Description
- 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
- 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
Solutions Representative Job Description
- 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
- 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
Solutions Representative Job Description
- 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
- 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
Solutions Representative Job Description
- 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
- 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