Implementation Specialist

Role Overview

• Create and manage customer accounts using Salesforce and Microsoft Business Central.
• Create and manage supplier and customer pricing profile.
• Create and manage items.
• Ensure data integrity and accuracy, through creation and scheduled maintenance reporting.
• Support data analysis and management for large customer onboardings.
• Ensure compliance with licensing requirements for new locations.
• Pair new customer locations with preferred EspriGas suppliers.
• Collect usage data for new accounts when needed.
• Place initial orders and ensure completion of timely onboardings.
• Transition existing accounts to optimal supplier partners.
• Coordinate supplier changes and expedited deliveries.
• Source carriers to deliver expedited orders.
• Communicate timely updates between suppliers, customers, and internal teams.
• Collaborate with internal teams to resolve account and invoicing issues.
• Coordinate asset returns and account closures, as necessary.
• Maintain accurate support documentation and follow up, as necessary.
• Provide professional and courteous support to customers and suppliers.
• Assist with reports and cross-functional projects.
• Identify process improvements to enhance efficiency and accuracy.
• Assist with special or cross-functional projects, tasks, and initiatives as assigned.

Requirements

• High School Diploma; Associate’s degree or relevant coursework preferred.
• Experience with Salesforce or similar platforms and the willingness to learn and grow with changing technology and processes.
• Experience with data uploads, managing pricing, and items.
• Experience working with Microsoft Office Suite with Intermediate Excel skills.
• Inside sales, data entry, or customer care background advantageous.
• Experience within the beverage, medical, or industrial industries a plus.

Benefits

• Health benefits with coverage on day one.
• Robust paid leave following the birth or adoption of a child.
• Hybrid and remote environments allow for collaboration, creativity, and some quiet time to focus.
• Professional development, certification, and learning resources to invest in every team member.
• Wellness programs offering access to free counseling and health and wellness programs.
• Competitive compensation because we are looking for top talent.
• A growth environment where creative thought drives limitless potential.