What are the responsibilities and job description for the Customer Account Specialist III position at Transport Enterprise Leasing?

Position Purpose :

The Customer Account Specialist III is a subject matter expert on all processes, products, and services related to Fleet Leasing and Equipment Sales customers. This role is dedicated to delivering world-class customer service, ensuring an exceptional experience for both internal and external stakeholders. With a strong focus on continuous improvement, the Customer Account Specialist III proactively seeks opportunities to enhance the effectiveness of the Fleet Leasing Operations team. This position requires adaptability, problem-solving skills, and a commitment to excellence in a fast-paced, dynamic environment. Position Responsibilities :

Effectively manage daily tasks to maximize efficiency and partner with cross-functional teams to resolve departmental objectives and customer support cases.
Work closely with Business Development Executives and Sales Executives to expedite deal closure and implementation by gathering necessary details / documentation and capturing these activities in Salesforce.
Collaborate with Asset Management and BDEs / Sales Executives to coordinate and assign required equipment for closed deals.
Guide and mentor Customer Account Specialists 1 and 2 team members, fostering professional growth, increasing productivity, and ensuring alignment with departmental goals.
Build and analyze reports to proactively identify challenges and develop strategic solutions with team members to drive resolution.
Maintain longstanding relationships with customers and encourage growth or repeat business through focused account management.
Maintain in-depth knowledge of TEL’s products and services, effectively communicating the TEL Advantage to customers and stakeholders.
Develop, document, and execute standardized processes related to the Customer Account Specialist role to enhance operational efficiency.
Regularly review and audit SweetProcess training guides to identify procedural gaps and recommend workflow improvements.
Ensure all relevant customer data is current in Salesforce through regularly scheduled communications.
Stay informed on current deal structures, serving as a resource for Division 10 and 90 Sales Teams as new deal structures are introduced.

Knowledge, Skills, and Abilities :

Excellent working knowledge of TEL’s Fleet Leasing products and services.

Positive, high energy and desire to work hard to accomplish goals.

Effective listener with excellent verbal and written communication skills.

Ensure non-disclosure of proprietary information.

Strong mathematical skills for understanding pricing models and calculating percentages and lease rates.

Advanced problem-solving skills to promptly resolve customer needs or complaints.

Excellent customer service and interpersonal skills for dealing with the varying needs of different customer types.

Leadership skills to aid in the development and training of others.

Process driven with focus on continuous improvement.

Advanced analytical skills for reviewing customer data.

Solid team player with the ability to work with others to source solutions and provide an outstanding customer experience.

Coachable with desire to learn and expand skill set.

Proficient with Microsoft 365 products to include Excel, Outlook, and Word.

Excellent organizational skills with strong attention to detail.

Education and Experience

High School diploma or equivalent, required.

Bachelor’s degree or equivalent experience in a customer service role, preferred.

Work experience that demonstrates increasing levels of responsibility, required.

Salesforce experience, preferred.

5 years of leasing, customer service, or transportation industry experience, preferred.

Successfully meets performance expectations required in the Customer Account Specialist I and II positions.

Wage : $58,000 - $65,000 annually Work Environment :

General office setting

Extended periods of sitting required

Benefits :

100% employer paid medical (single and family coverage) premiums through BlueCross BlueShield of TN.

Vision and Dental coverage available

HSA with $800 annual employer contribution

Voluntary Life, Short- and Long-Term Disability

8-week paid family leave

Paid time off

11 Holidays (including birthday and floating holiday)

Paid day off on Veterans Day for Veterans

401(k) with up to 4% employer match

Profit Sharing (some exclusions apply)

Retirement Pay Program

Years of Service Cash Incentive

Smart Dollar financial wellness program

Education Reimbursement Program

EEO Transport Enterprise Leasing is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace where all employees feel valued and respected. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. All employment decisions are based on qualifications, merit, and business needs. We proudly support and encourage applications from veterans.

Salary : $58,000 - $65,000

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Customer Account Specialist III

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