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Client Services Specialist

Greenville, NC 27834

Posted: 03/22/2023 Employment Type: Contract Job Category: ERP Job Number: 549366 Is job remote?: Yes Country: United States

Job Description


This position works with the Client Services team, internal technical teams, Business Development, and customers. The role will require high level of accuracy and communication skills. The qualified individual is expected to apply technology to help improve and optimize business processes including invoicing, forecasting, quotes generation, contracts management. .

Responsibilities include, but are not limited to:
  • Meticulous data entry in ERP system to enable contract billing and forecasting
  • Generate reports from ERP system or process ERP data in Excel or other software to develop various reports
  • Utilize various software (Word, Excel, and other technology) to create and improve templates for various routine client facing documents and reports
  • Represent Client Services during client meetings and/or teleconferences to gather information to prepare various reports
  • Process forward billing work orders to generate invoices for various project specific items and services
  • Assist with drafting of quotes and RFI documents for clients
  • Assist with generation of training material for ERP processes and be part of the training team
  • Creatively apply technology to improve business processes and systems to gain efficiency
  • Assist other Client Services members when needed to ensure the overall groups goals and deliverables are met

Education or Equivalent Requirements:
  • Bachelors degree in Management Information Systems or related field
  • At least 3 years of relevant experience preferred
23-25 pay rate range
**salary will be commensurate with experience**
CO, NY candidates may not be considered.
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Although this hasn't been an issue at The Planet Group, the staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly and never provide banking information during the application process. Candidate safety is a top priority at The Planet Group.

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