Customer Service Representative

AI overview

The role emphasizes building long-term customer relationships while efficiently managing customer inquiries and enhancing order processing in a supportive team environment.

Company Overview: 

Everything we do is for educators. We’re partnering with them to advance a bold vision for education that boosts district performance and student success. At Follett Software, we empower educators across roles with technology that streamlines processes and manages information and resources to improve their schools, increase student success, and drive the future of education. We believe that by empowering educators to amplify their impact on students’ lives, we can change the world. Our goal and mission is to drive the future of education. We are inspired by educators to deliver transformative technology. Our innovative, connected solutions simplify challenges and offer a seamless and intuitive experience.

Position Overview:

The Customer Service Representative position, as part of the Customer Success department, accurately enters orders on the software and technology team to meet business and customer need.  This individual provides customer support via the telephone, internet and email and handles all customer inquiries and resolves support issues for order processing, warranty or billing, etc.  Maintain post-sale contact with customers to facilitate a positive and productive long-term relationship.

Essential duties and responsibilities include the following. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Accurately resolve customer calls/emails in a timely manner while providing a high-quality customer experience, and documenting in system(s) as required.
  • Efficient in navigating multiple systems and utilizing troubleshooting skills to find the best resolution available for the customer on the first call.
  • Meet/Exceed adherence to schedule at 90% or above to drive an efficient customer experience.
  • Accurately enter new orders for products, services, and renewals, and documenting in system(s) as required.  Create or modify Support quotations when needed.
  • Follow up in a timely manner on existing orders to receive information needed to complete order. 
  • Collaborate with team members and other departments to provide customers with a full- service experience, while providing them with knowledge of their resources.
  • Complies with all company policies and procedures; maintains respectful relationships with coworkers
  • Coordinate with other departments (CRM, Order Entry, Sales, Accounts Receivable, Sales Enablement, etc.,) in handling purchase orders and providing service to customers.
  • Complies with all company policies and procedures; maintains respectful relationships with coworkers.
  • Assists with training and daily coordination and collaboration with other teams and departments.
  • Reports customer issues and customer complaints to management.
  • Other tasks and duties as assigned.

 

To be considered for and to perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Qualifications include:

  • High school degree or equivalent
  • 1-3 years’ experience in customer success/account management in support of revenue clients is necessary.
  • ​Strong troubleshooting and analytical ability ​ Self-starter, positive, creative problem solver.
  • Ability to manage multiple customers' demands with excellent time management skills.
  • Strong organizational and project management skills.
  • Thrives in fast-paced environments, embraces challenges with a "can-do" attitude, is independent and demonstrates proactive strong problem-solving skills.
  • Passionate about understanding and solving customer needs with a strong history of customer outcome focused roles.
  • Effective interpersonal and written and verbal communication skills.
  • Detail oriented with accurate data entry skills.
  • Preferred experience with GoTo phone system or similar platform.
  • Preferred experience with Oracle Business Suites and at least beginner level Microsoft Word and Excel.
  • Proficient PC and technical/software skills.

At Follett Software, our people come first.
We’re deeply committed to supporting the well-being, growth, and success of every Team Member. That commitment shows up in a thoughtfully designed, comprehensive benefits package that helps you thrive—at work and in life. Here’s what you can expect:

  • Fully remote work, giving you the flexibility to do your best work from anywhere in the continental U.S. (unless otherwise noted)
  • Subsidized healthcare plans, including orthodontic coverage, with HSA option that includes employer matching
  • Company-paid disability and life insurance, with the option to enhance coverage through voluntary plans
  • Robust Paid Time Off, including Flex PTO for salaried roles, paid parental leave, company holidays, and paid volunteer service time
  • Retirement savings with employer match, vesting every pay period
  • Flexible Spending Accounts for healthcare and dependent care
  • Optional supplemental coverages, such as accident, hospital, and critical illness insurance, identity theft and credit monitoring, and legal protection services
  • Meaningful recognition and tangible rewards that celebrate achievements, fuel motivation, and recognize both individual and team success

EEO

Follett Software provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. We are committed to providing reasonable accommodations to, among others, individuals with disabilities and disabled veterans. If you are interested in applying for employment and need assistance or an accommodation in the application process due to a disability, please contact us by email and let us know the nature of your request and your contact information. 

 Email:  [email protected]

CCPA Notice for California Residents: https://follettsoftware.com/wp-content/uploads/2024/10/Notice-to-California-Applicants.pdf

 

 

 

Perks & Benefits Extracted with AI

  • Equity Compensation: Company-paid disability and life insurance, with the option to enhance coverage through voluntary plans
  • Health Insurance: Subsidized healthcare plans, including orthodontic coverage, with HSA option that includes employer matching
  • Optional supplemental coverages: Optional supplemental coverages, such as accident, hospital, and critical illness insurance, identity theft and credit monitoring, and legal protection services
  • Paid Time Off: Robust Paid Time Off, including Flex PTO for salaried roles, paid parental leave, company holidays, and paid volunteer service time
  • Remote-Friendly: Fully remote work, giving you the flexibility to do your best work from anywhere in the continental U.S.
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