Customer Advocate

at  Southern Glazers Wine and Spirits

Dallas, TX 75254, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate25 Jun, 2024Not Specified26 Mar, 20241 year(s) or aboveFlexible Spending Accounts,Regulatory Guidelines,Pivot TablesNoNo
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Description:

WHAT YOU NEED TO KNOW

Open your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer’s Wine & Spirits is North America’s preeminent wine and spirits distributor, as well as a family-owned, privately held company with a 50+ year legacy of success. We were named by Newsweek as a Most Loved Workplace and are included on the Forbes lists for Largest Private Companies and Best Employers for Diversity.
As a full-time employee, you can choose from a full menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition reimbursement, a wellness program, parental leave, vacation accrual, paid sick leave, and more.
At Southern Glazer’s, you’ll enjoy an environment where continuous learning and growth are supported and experience a culture where you are respected, and your voice is heard. If you’re looking to fill your glass with opportunity, come join our FAMILY.

MINIMUM QUALIFICATIONS

  • High school diploma or equivalency plus 1 year of experience
  • Knowledge with Generally Accepted Accounting Principles (GAAP), federal regulatory guidelines, and organizational objectives
  • Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formulas

Responsibilities:

PRIMARY RESPONSIBILITIES

  • Navigate customers through the process of submitting an order through the self-service portal
  • Answer inquiries regarding customers’ accounts
  • Keypunch supplier and sample withdrawals
  • Electronic imaging
  • Research shortage and miss-shipped claims
  • Process/enter orders and pick-ups
  • Handle calls from customer service queue
  • Process winery direct orders
  • Scan and index customer credit files into the imaging system
  • Add partners, drop partners, self-incorporated accounts and inactive systems.
  • Identify outdated, obsolete and duplicate documents from customer files
  • Handle all salespersons changes at the beginning of each month
  • Research returned mail with an incorrect address and make the necessary corrections
  • Handle delivery claims and logs (shortage claims, miss ships, etc.)
  • Pull faxes and invoices off the printer and distribute them to appropriate desks. Communicate with the sales force, customers and A/R
  • Perform the job in accordance with company and departmental policies and procedures
  • Perform other related duties as assigned


REQUIREMENT SUMMARY

Min:1.0Max:6.0 year(s)

Accounting

Accounts / Finance / Tax / CS / Audit

Accounts Management

Diploma

Proficient

1

Dallas, TX 75254, USA