Customer associate job description

• Bachelor's Degree in Business, Science, Engineering, Finance or Supply Chain Management (or other related fields) or equivalent relevant experience.
• 1-3 years of experience in Consulting, Customer Success, Customer Service, Sales/Account Management or Program Management
• Strong technical acumen and ideally, familiar with the EV/commercial vehicle industry, customer-facing roles, or software platform work

Location: This role is remote or can be located within one of Proterra's offices in California or South Carolina.

#LI-Remote

Travel : 10-15%

Proterra is an Equal Employment Opportunity Employer, providing equal employment opportunities to all Employees and applicants for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, genetic information, veteran status, pregnancy, childbirth, or related medical conditions, including, but not limited to, lactation or any other characteristic protected by applicable federal, state, or local law or ordinance. Proterra participates in the Electronic Employment Verification Program (E-Verify).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

SiteOne associates are customer obsessed, always safe, continuously improving, and having fun! Whether you are experienced in the green industry, a professional looking for a career change, or a new graduate or veteran transitioning into the workforce, we are confident you will find opportunity and reward with SiteOne.

SiteOne Landscape Supply is the largest and only national wholesale distributor of landscaping products in the United States and Canada. With over 700 branches across the U.S. and Canada, we offer a comprehensive selection of products including: irrigation supplies, fertilizer and control products, nursery goods, hardscapes, landscape lighting, drainage and erosion control products, tools, and other landscaping accessories and supplies.

Our Counter Sales associates are knowledgeable, energetic and consistently deliver the best overall customer experience. To succeed in this role, you need to be passionate and customer obsessed while serving commercial and residential consumers in the green industry.
What you'll do:


Demonstrate exceptional customer service to all SiteOne customers Cultivate and manage strong relationships with customers Assist customers with their questions and needs, either in person, via the phone or through online ordering Pull and prepare inventory orders for customer pick up or delivery Proactively identify and capitalize on opportunities to grow sales with current and potential customers Assist with merchandising product and managing inventory. Store tasks include cycle counts, inventory, spot counts and end of the day process Maintains a safe working environment


Skills We Are Seeking



Excellent customer service skills Ability to think quickly and make decisions Inventory management experience helpful Understand of inventory management Must be able to lift a minimum of 50 pounds High school or secondary diploma or equivalent preferred Knowledge of pavers, retaining walls and hardscape Forklift and mini loader experience preferred Loading contractor and retail customers Accepting and offloading inventory


Perks:


Medical, Dental and Vision plans Paid Time Off, Paid Holidays Competitive Compensation 401k with company match Company paid life insurance, Short Term Disability and Long-Term Disability Insurance Product Discounts Tuition Reimbursement Opportunity for Advancement


THE INFORMATION CONTAINED HEREIN IS NOT INTENDED TO BE AN EXHAUSTIVE LIST OF ALL RESPONSIBILITIES, DUTIES AND QUALIFICATIONS REQUIRED OF INDIVIDUALS PERFORMING THE JOB. THE QUALIFICATIONS DETAILED IN THIS JOB DESCRIPTION ARE NOT CONSIDERED THE MINIMUM REQUIREMENTS NECESSARY TO PERFORM THE JOB, BUT RATHER AS GUIDELINES. THEY MAY VARY FROM POSITION TO POSITION.

As a Nonprofit Customer Success Associate, you will own a set of accounts and partner with your customers to ensure they are maximizing their engagement with Windfall. This includes interacting with customers at every stage from onboarding to renewal, including providing proactive account management and consultative support, as well as engaging in data research and analysis and thought leadership. This position will play a key role in adopting a digital-first approach to delivering customer success at scale.

Our mission is to determine the net worth of every person on the planet. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Make a difference every day; and (5) Act with integrity and trust.

Responsibilities:Oversee the onboarding of new accounts and ensure a successful implementation for the lifetime of each account Leverage technology, tools, and automation to manage your book of accounts at scale Build relationships and maintain the health of your accounts throughout the customer lifecycle Help our product and engineering team continue to deliver new products at the highest quality Proactively reach out to customers with ideas and solutions on how to leverage our product to improve their internal processes, workflows, and customer acquisition Perform focused research on US households to help validate our model and dataset

Requirements:2-5 years of experience in customer-facing roles that intersect with technology (e.g., customer success, marketing, product implementation, etc.) Moderate Excel experience (formulas, filtering, vlookups) Experience delivering presentations, leading customer calls, and fielding customer questions Bachelor's degree

Preferred Qualifications:Startup experience, especially in a B2B SaaS or data company Sales and/or marketing experience Understanding of consumer financial data, signals of wealth, or nonprofit fundraising Familiarity with CRMs (Salesforce, etc.) and other relational databases Basic knowledge of data science

Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and propensity modeling, Windfall activates insights into workflows that engage the right people for each respective organization. More than 800 data-driven organizations use Windfall to power their business.
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