NuCO2

Manager

• Refresh, resign, renew, and modify customer contract agreements
• Renew existing customers before evergreen status and renew evergreen or non-contracted customers
• Renew agreements for acquired customers and new owners
• Clean and update customer data to support fulfillment activities
• Manage account linkage for new owners and chain store transfers
• Refresh or correct company/franchisee store linkage and key chain store data
• Communicate key information to Operations, Sales representatives, billing, collections, and other internal clients
• Save current customer agreements
• Resolve problems with disgruntled customers to retain business
• Follow up with internal functional heads on customer actions and problem repairs
• Proactively identify and correct potential problems before business is lost or threatened
• Add equipment to customer agreements, emphasizing life-safety equipment
• Upsell and bundle equipment options where applicable
• Follow selling rules for equipment additions and contract renewals
• Seek opportunities to upsell products and services during customer interactions
• Manage caseloads and keep cases updated with notes and emails
• Use Formstack to send and manage contracts requiring customer signatures
• Create contract packages according to contract administrator rules
• Maintain current customer interactions through email and phone
• Complete daily, weekly, and monthly reporting to support performance management

Customer Agreement Manager

• Refresh, resign, and renew customer contract agreements
• Renew customers in the final year before evergreen status
• Renew evergreen customers and customers without current agreements
• Renew acquired customer agreements
• Modify agreements based on usage changes
• Clean up customer data to support fulfillment activities
• Manage account linkage for new owners and chain store transfers
• Renew agreements with new owners
• Correct linkage between company and franchisee store status
• Update chain store data to support fulfillment activities, including billing
• Communicate key information to Operations, Sales representatives, billing, collections, and other internal clients
• Work with disgruntled customers to resolve problems and retain business
• Follow up with internal functional heads on customer actions and problem repairs
• Proactively troubleshoot potential problems before business is lost or threatened
• Add equipment to customer agreements, emphasizing life-safety equipment
• Upsell and bundle equipment options where applicable
• Follow selling rules for equipment additions and contract renewals
• Identify opportunities to upsell products and services during customer interactions
• Manage caseloads and maintain case notes and emails
• Use Formstack to send and manage contracts requiring customer signatures
• Create contract packages according to contract administrator rules
• Monitor customer interactions by email and phone
• Complete daily, weekly, and monthly performance reports