Opportunity Specialist I (Finance)
Position Summary
The Opportunity Specialist I (OMS) is a mid-support level position combining equal parts relationship management, opportunity management, and customer experience enhancement. The OMS is accountable for customer retention through the opportunity management process and will work within the Customer Experience team supporting Neptune Sales with the creation, refinement, and management of opportunities. The OMS is directly responsible for locking in the correct products, services, and pricing on quotes while ensuring customer success and maximizing financial results for Neptune.
Responsibilities
- Utilize our Customer Relationship Management (CRM) application to provide our sales team with information related to sales and follow-up quotes
- Action tasks related to quote amendments and quote creations
- Respond to inquiries related to quotes, subscriptions, and services
- Partner with sales to develop and leverage distributor and customer relationships to improve sales retention
Requirements
Education: 2-year Associates degree with 3 years Customer Service experience; or 5 years Customer Service experience in lieu of degree requirement
Experience: 3 to 5 years of Customer Service experience
Skills: Excellent interpersonal, written, and verbal communication skills. Exceptional attention to detail and accuracy. Strong computer literacy with experience in Microsoft applications including Outlook, Calendar, Excel, and Teams. Familiarity with CRM databases preferred.
Location: Tallassee, Alabama
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Marketing
