Business Support Partner I
Poway, CA Dept. 07 Compass
Job Type
Full-time
Description


Position Overview:  

Under limited supervision, the Business Support Partner I provides account support and account management for assigned departments/accounts. This is a transitional role between Administrative Support and Business Support, with 20% of responsibilities focused on account management activities and 80% of the time spent on Account Support / general administrative duties.


Key Responsibilities / Essential Functions:

Account Support:

  • Enter orders into the company's CRM, order entry, and embroidery systems.
  • Track and maintain pending and open orders.
  • Set up new customers.
  • Respond to customer inquiries regarding order status, pricing, inventory, and returns.
  • Collaborate with other departments to resolve routine issues, escalating as needed.
  • Ensure customer satisfaction through timely follow-up via verbal and written communication.
  • Develop proficiency with the company's products, processes, and procedures related to assigned accounts (e.g., Cintas, Sodexo/Entegra).

Account Management:

  • Build and nurture relationships with assigned accounts through proactive engagement and analysis, including understanding ordering patterns, key contacts, locations, and challenges.
  • Manage and transition clients to Magento portals as needed.
  • Provide product recommendations to improve margins and customer satisfaction.
  • Present product promotions to customers to drive sales and enhance product awareness.
  • Assist in preparing and presenting Quarterly Business Reviews alongside National Accounts Sales team members.

Sales Support:

  • Compiles items needed for pre-order deliverables and Business Reviews to include: PowerPoint presentations, Tableau reports and data manipulation, creating / revising spreadsheets, market basket analysis and sample order requests. 
  • Onboards new accounts to include: Account set up, credit applications, setting up “identifys” and “identify 2s”,as needed, importing client lists, and custom portal builds
  • Product Support: Creates visual guides and decks – product images, pricing, descriptions, and mock-ups

Corporate / General:

  • Participate in cross-functional initiatives as a team member or leader.
  • Provide input on process and procedural improvements.
  • Develop methodologies to effectively balance responsibilities and calendar key account dates.
  • Stay informed on system, product, and process changes.
  • Uphold Chef Works' core values.


Requirements

Minimum Qualifications:

  • High school diploma or equivalent; college coursework in business administration or a related field preferred.
  • 4-6 years of customer service, sales support, or business support experience.
  • Proficiency in Windows (2016 or above) and Microsoft Word/Excel; experience with order entry database systems.
  • Strong problem-solving, organizational, negotiation, and multi-tasking skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to follow through on tasks and ask questions when needed.
  • Comfortable working in a team-based, fast-paced environment.

Physical Requirements:

  • Occasional lifting of up to 10 lbs (less than 5% of the time), primarily at waist level.
  • Prolonged desk and computer work.
  • Extensive phone use required.


Salary Description
$24.00 - $27.54 per hour/ $7,200 annual