Sales Process Associate / Concierge

Xylem•Bensalem Township, PA

About The Position

Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day. As a leading water technology company with 23,000 employees operating in over 150 countries, Xylem is at the forefront of addressing the world's most critical water challenges. We invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable solutions. Sales Process Responsibilities: - Provide support to sales and sales management, ensuring timely, accurate, and efficient handling of customer data and transactions. - Act as a liaison between sales, business support teams, and customers to facilitate smooth processing of sales activities. - Prioritize time to ensure customer satisfaction and project execution excellence. - Execute entry-level tasks within a process or sub-process while meeting performance goals. - Address routine customer and intercompany inquiries with professionalism and efficiency. - Review job packages and order forms to ensure completeness. - Connect with Sales and customers for clarifications and missing information. - Obtain missing approvals and reviews. - Support individual account restamping for Sales Rep mapping. - Facilitate new customer setup and support existing customers with various vendor forms. Concierge Service Responsibilities: - Monitor and manage a shared inbox, responding to customer inquiries in a timely and professional manner. - Address and resolve billing, PO, and service issues for top-tier customers. - Use Dynamics 365 CRM for interaction tracking, case management, automation, and reporting. - Complete and manage assigned cases in CRM Dynamics, ensuring all issues are tracked and resolved efficiently. - Update and maintain accurate customer information. - Collaborate with internal teams, escalating and sharing customer issues for swift resolution. - Provide high-touch, personalized support to ensure customer satisfaction and retention - Conduct deep dives into past-due invoices for specific customers and provide guidance to the collections team. Skills & Qualifications: - Account management experience. - Strong communication and interpersonal skills to build lasting customer relationships. - Ability to multi-task and prioritize customer needs efficiently. - Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint). - Experience using ERP (e.g., SAP) and CRM (e.g., Dynamics 365) systems. - Detail-oriented with a customer-first mindset to deliver concierge-level service. Join the global Xylem team to be a part of innovative technology solutions transforming water usage, conservation, and re-use. Our products impact public utilities, industrial sectors, residential areas, and commercial buildings, with a commitment to providing smart metering, network technologies, and advanced analytics for water, electric, and gas utilities. Partner with us in creating a world where water challenges are met with ingenuity and dedication; where we recognize the power of inclusion and belonging in driving innovation and allowing us to compete more effectively around the world. At Xylem, you'll not only contribute to solving water issues but also have the chance to make a difference through our paid Volunteer Program, Xylem Watermark. We prioritize our employees' well-being through inclusion and belonging as well as our Employee Resource Groups (ERG). Proud to be an Equal Employment Opportunity (including disability and veterans) and Affirmative Action workplace, Xylem fosters an inclusive environment free from discrimination or harassment. Please note that the information in this job description outlines the general nature of the position and is not an exhaustive list of duties. Xylem is dedicated to providing reasonable accommodations to enable all employees to perform their essential job functions. We reserve the right to modify this job description and assign additional duties as needed. Embrace the opportunity to be part of Xylem's transformative journey in shaping the future of water technology! #XylemCareers #GlobalImpact #WaterInnovation Our Talent Community is a great way to stay connected to learn more about our high impact culture initiatives and latest career opportunities! Tell us more about yourself and help recruiters find you if there’s an opportunity that aligns with your background, skills and interests. Join our Talent Community Today! Want to know what kind of Impact you can make? Our goal is to optimize water access and quality, and promote responsible consumption, so that communities across the globe can thrive. Through Xylem Watermark, our Corporate Citizenship Program, we provide and protect safe water resources for communities around the world by engaging all stakeholders and educating about water issues. Learn more by clicking here – Working at Xylem (https://www.xylem.com/en-us/careers/working-at-xylem/) Inclusion and Belonging at Xylem Inclusion and Belonging are fundamental to how we enable our customers to tackle global water challenges. Learn more about our commitment to Inclusion and Belonging. (https://www.xylem.com/en-us/careers/inclusion-and-belonging/)

Requirements

Account management experience.
Strong communication and interpersonal skills to build lasting customer relationships.
Ability to multi-task and prioritize customer needs efficiently.
Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
Experience using ERP (e.g., SAP) and CRM (e.g., Dynamics 365) systems.
Detail-oriented with a customer-first mindset to deliver concierge-level service.

Responsibilities

Provide support to sales and sales management, ensuring timely, accurate, and efficient handling of customer data and transactions.
Act as a liaison between sales, business support teams, and customers to facilitate smooth processing of sales activities.
Prioritize time to ensure customer satisfaction and project execution excellence.
Execute entry-level tasks within a process or sub-process while meeting performance goals.
Address routine customer and intercompany inquiries with professionalism and efficiency.
Review job packages and order forms to ensure completeness.
Connect with Sales and customers for clarifications and missing information.
Obtain missing approvals and reviews.
Support individual account restamping for Sales Rep mapping.
Facilitate new customer setup and support existing customers with various vendor forms.
Monitor and manage a shared inbox, responding to customer inquiries in a timely and professional manner.
Address and resolve billing, PO, and service issues for top-tier customers.
Use Dynamics 365 CRM for interaction tracking, case management, automation, and reporting.
Complete and manage assigned cases in CRM Dynamics, ensuring all issues are tracked and resolved efficiently.
Update and maintain accurate customer information.
Collaborate with internal teams, escalating and sharing customer issues for swift resolution.
Provide high-touch, personalized support to ensure customer satisfaction and retention
Conduct deep dives into past-due invoices for specific customers and provide guidance to the collections team.