Customer Specialist

• Prepare quotes in line with customer requirements and agreed margins
• Examine customer orders for validity, products, quantities, pricing agreements, and requirements
• Maintain customer catalogue rules and pricing overlays
• Liaise with internal service providers regarding sales order processing and international ordering protocols
• Enter sales orders accurately and promptly according to customer SLAs and requirements
• Select appropriate delivery, configuration, and Technology Sourcing Operations services
• Validate purchase orders, source of supply, rebates, pricing, availability, lead times, fraud checks, inventory, contracts, and customer requirements
• Liaise with Buyers and Purchasing Operations on order entry, product constraints, due dates, and non-standard orders
• Liaise with the material master team regarding required materials
• Resolve blocked orders involving margins, credit limits, export control, and related issues
• Process returns according to internal processes and SLAs
• Process credits and re-bills promptly in SAP
• Act as contact point for customers, suppliers, and internal departments
• Manage customer stock and work with Partner Management, Configuration, and Logistics to optimise stock levels
• Support standard customer reporting
• Resolve customer, account, order, and invoice queries
• Participate in process and customer optimisation projects
• Maintain systems-awareness training
• Maintain understanding of global export regulations for compliance and tax handling
• Develop collaborative customer and account-management relationships
• Own the customer experience in Technology Sourcing Operations

Assoc International Customer Specialist

• Own the end-to-end onboarding experience for enterprise customers, from kickoff through full go-live across all locations
• Build and manage implementation project plans, including timelines, milestones, phased or location-by-location rollouts, and customer-side responsibilities
• Configure and deploy POS software for multi-location environments, including payments, inventory management, pricing, reporting, user permissions, and related workflows
• Lead data migration from legacy systems, including product catalogs, inventory, customer records, and pricing
• Coordinate integrations with customers' existing systems, such as accounting, e-commerce, and loyalty platforms, in partnership with Engineering
• Plan and coordinate hardware deployment across multiple stores, including touch terminals, receipt printers, barcode scanners, payment terminals, and cash drawers
• Lead remote and on-site trainings for store staff, managers, and corporate users, and build train-the-trainer programs for larger rollouts
• Serve as the primary point of contact for customer stakeholders during onboarding, run regular status meetings, and communicate progress, risks, and next steps
• Identify implementation risks early, troubleshoot issues, and escalate technical problems when needed
• Build and maintain enterprise onboarding playbooks, documentation, training materials, and process guides
• Partner closely with Sales, Account Management, Support, Product, and Engineering, including smooth handoffs from Sales at kickoff and to Support or Account Management after go-live
• Track implementation progress, milestone completion, and go-live readiness across concurrent enterprise projects
• Share customer feedback and recurring pain points to help shape the product and improve the enterprise onboarding experience

Enterprise Customer Enablement Specialist

• Serve as a secondary point of contact for assigned accounts
• Handle moderately complex questions, information requests, and operational coordination
• Prepare customer-facing program overviews, performance summaries, onboarding tools, and informational resources
• Support Strategic Account Managers and Directors, National Accounts during customer engagements
• Organize content, gather insights, and prepare follow-up actions
• Execute strategic account plans by tracking milestones and engagement activities
• Coordinate cross-functional activities related to supply chain updates, educational sessions, and data requests
• Identify operational trends or gaps and propose improvements
• Manage day-to-day service and operational issues with internal teams
• Track recurring issues and escalate root causes with recommendations
• Monitor turnaround times, responsiveness, and resolution status
• Analyze account performance metrics, order patterns, program adoption, support utilization, and engagement health
• Produce insights for Monthly Business Reviews, Quarterly Reviews, leadership dashboards, and customer presentations
• Provide data-driven recommendations on risks, growth opportunities, and process improvements
• Maintain accurate records, tracking tools, and reporting dashboards
• Liaise between Sales, Marketing, Order to Cash, Medical Affairs, and other internal partners
• Coordinate documentation for approvals, submissions, educational content, and program execution
• Ensure internal communications and commitments are followed through
• Ensure customer interactions and documentation comply with policies, legal standards, and industry regulations
• Maintain accurate and compliant records
• Support audit preparation, compliance alignment, and documentation review cycles

Customer Relationship Specialist

• Teach and instruct agency customers/end users and staff on complex software products and services
• Conduct on-site and remote training for Motorola Flex software and designated third-party software
• Present training using classroom methods including lectures, flip charts, and online projection
• Complete department-required reports within set standards
• Manage communication with customer contacts regarding training schedules
• Coordinate customer agency information between trainers
• Operate under supervision from the Customer Education Lead
• Rely on instructions and pre-established guidelines to perform job functions
• Travel over 75% to customer sites in the United States

Customer Education Specialist – Flex

• Handle inbound calls and provide financial education
• Answer complex questions about investment and payment options available to plan participants
• Offer guidance on appropriate tools and services
• Provide information and guidance about plan distributions, loans, investment choices, and specific plan rules
• Work independently to troubleshoot and research issues and develop solutions
• Process transactional support for plan participants
• Focus guidance on qualified and non-qualified retirement plan benefits

Defined Contribution Customer Solutions Specialist

• Write, update, and maintain Help Center articles covering product features, billing, policies, and troubleshooting
• Coordinate with engineering and product to publish articles before feature launches
• Audit Help Center content for accuracy and discoverability using support-ticket trends and user feedback
• Create and maintain FAQs, quick-start guides, and troubleshooting flows
• Draft scripts for Runway Academy video tutorials, walkthroughs, and course modules
• Create supporting assets, prepare recording materials, and help publish and organize Academy content
• Build and maintain templates, prompt guides, and project starters across Runway tools
• Support office hours, webinars, and live Q&A production and publishing
• Keep Help Center and Academy content consistent and cross-referenced
• Track article engagement, search deflection, and CSAT; flag content gaps
• Work with legal to ensure usage policies and terms are accurately reflected in customer-facing content

Customer Education Specialist

• Deliver contracted services at key customer sites
• Interface with clients to determine current and future needs and build positive customer relationships
• Support marketing efforts and promotional campaigns to optimize revenue
• Coordinate and consult on on-site, off-site, or third-party jobs
• Manage customer work and job requirements requiring production knowledge or skills
• Serve as an on-site/off-site sales coordinator when needed
• Provide product and service information and resolve customer problems
• Process customer adjustments and maintain financial accounts
• Collect and analyze customer information and needs to recommend products or services
• Prepare product and service reports
• Liaise between internal stakeholders, marketing, and external stakeholders
• Provide fleet support and oversight for customer print, imaging, and related technology environments
• Troubleshoot hardware, software, connectivity, and workflow issues and coordinate timely resolution
• Plan, schedule, coordinate resources, track milestones, communicate status, and deliver customer-facing projects
• Enhance product knowledge through scheduled training
• Perform other duties as assigned

Field Specialist I, Customer Liaison

• Manage customer orders from purchase order receipt through delivery and invoicing
• Review orders for commercial terms, customer eligibility, financing documents, trade-ins, and required approvals
• Coordinate with Sales and Product Management to assign the correct machine and confirm configuration and delivery timing
• Collect documents and confirm details with internal teams and customers
• Negotiate delivery dates with customers alongside logistics, installation, and other stakeholders
• Create and maintain project folders in Smartsheet for complex orders
• Review contracts against quotes, pricing, purchase orders, and commercial terms
• Coordinate documentation for TRUMPF-financed transactions with Finance and third parties
• Enter sales orders, sub-orders, credits, debits, and return orders in SAP
• Complete UCC and PPSA filings as needed
• Calculate sales commissions and customer discounts tied to promotions
• Communicate order status and shipping updates to customers and the sales team
• Drive cross-functional coordination and follow defined processes and deadlines

Customer Order Management Specialist

• Serve as the primary Customer Enablement point of contact for North America OEM accounts and their broader ecosystem
• Maintain ownership of customer satisfaction and revenue-support activities for mature product lines and recurring revenue
• Resolve complex customer, product, supply, and service issues by coordinating across internal teams and functions
• Drive customer alignment meetings and align build plans with customer priorities
• Use Delivery Priority Codes in SAP to document customer prioritization needs
• Align global priorities with assigned Global CE OEM enablement partners
• Develop and maintain forecasts for assigned North America OEM accounts and ecosystem demand
• Drive global communication and consistency across customer sites, regions, and internal teams
• Manage consignment inventory programs and minimize stale inventory
• Partner with Finance to resolve escalated accounts receivable issues
• Oversee product allocations to optimize customer satisfaction in alignment with CXI metrics
• Participate in semi-annual business reviews with Key Account Managers
• Improve on-time shipments and operational efficiency through cross-functional collaboration
• Communicate quality notifications and Product Change Notifications across assigned accounts and ecosystem partners
• Build and maintain customer relationships to provide insights and influence business decisions
• Contribute to continuous improvement initiatives and organizational goals

Senior Specialist, Customer Enablement

• Call on healthcare provider offices in the assigned territory as a subject matter expert on AbbVie’s in-office portals and access-related solutions
• Understand HCP office processes and offer electronic solutions that improve the patient prescription experience
• Represent AbbVie’s HCP-facing portals and other electronic solutions
• Partner with AbbVie field teams to implement solutions for healthcare providers
• Evaluate and diagnose delays and disruptions in patients’ prescription experiences
• Determine whether AbbVie digital solutions may help patients
• Develop relationships with HCP offices using portals or solutions
• Provide regular updates on new functionality and match unused features with patient needs
• Communicate with AbbVie field teams in a compliant manner
• Travel approximately 75% of the time