Indirect Customer Account Specialist

What You Will Be Doing:

• Manage the end-to-end lifecycle of customer program memberships, including onboarding, renewals, account maintenance, and status changes.
• Maintain accurate customer account information across business systems, ensuring data integrity and compliance with program requirements.
• Support customer eligibility and compliance processes, including documentation review, validation, and issue resolution.
• Serve as a primary point of contact for customer account inquiries, escalations, and program-related support.
• Manage user account administration activities, including account creation, updates, deactivations, access support, and troubleshooting.
• Verify customer information, certifications, and program participation requirements to support program integrity and business processes.
• Coordinate with internal stakeholders and external vendors to support customer communications, fulfillment activities, and program execution.
• Monitor and maintain customer profile information to ensure consistency across business systems and customer-facing platforms.
• Support customer incentive, rewards, and funding programs through accurate account validation and data management.
• Maintain and improve standard operating procedures that support consistent, scalable, and efficient program operations.
• Identify opportunities to streamline processes, improve data quality, and enhance the customer experience.
• Partner with cross-functional teams to resolve account, system, and data-related issues in a timely manner.
• Develop and maintain reports, dashboards, and analytics that support program performance, customer engagement, and business decision-making.
• Conduct audits and validations to ensure data accuracy and compliance with established standards.
• Resolve data discrepancies and support alignment across systems used to manage customer programs and reporting.
• Deliver timely, professional support to customers and internal stakeholders while meeting service expectations.

Qualifications

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• 1–3 years of experience in business operations, customer support, program administration, marketing, sales support, or a related field.
• Experience working with internal and external customers in a service-oriented environment.
• Strong customer service skills with the ability to manage sensitive or complex situations effectively.
• Experience working with business systems, databases, reporting tools, or customer management platforms.
• Proficiency with Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint.
• Strong attention to detail and ability to manage multiple priorities while maintaining accuracy.
• Excellent written, verbal, and interpersonal communication skills.
• Strong analytical, problem-solving, and organizational skills.
• Ability to assess information, make sound decisions, and drive issues to resolution.
• Demonstrated ability to collaborate effectively across teams and functions.
• Ability to learn new systems, technologies, and business processes quickly.

Preferred Qualifications

• Associate’s or Bachelor’s degree in Business, Marketing, Communications, or a related field.
• Experience supporting customer, contractor, dealer, distributor, loyalty, or membership-based programs.
• Experience with CRM systems, customer portals, account management platforms, or data governance processes.
• Experience developing reports, auditing data, or supporting business analytics.
• Experience managing vendor relationships or coordinating third-party services.
• Experience identifying and implementing process improvements that enhance efficiency and customer experience.
• Experience supporting Sales, Marketing, Commercial Operations, or Customer Success functions in a matrixed organization.

#LI-MS1

#LI-HYBRID