Job Description
Position Summary
The Commercial Support Specialist provides administrative support to the Commercial team by maintaining accurate customer data and supporting daily commercial operations. This role is responsible for data entry and account maintenance in Salesforce and KAG's customer-facing platform, assisting with customer onboarding, account updates, reporting, and other administrative tasks. The position helps ensure data accuracy, efficient processes, and a positive customer experience through strong attention to detail and organizational skills. Essential Functions - Maintain accurate customer and account information in Salesforce, KAG Trip Focus, and other commercial systems to ensure data integrity.
- Coordinate customer onboarding by managing account setup, required documentation, and system updates from start to finish.
- Support the Commercial team with administrative, operational, and reporting activities, including proposals, presentations, analytics, and KPI reporting.
- Generate, maintain, and distribute reports to support customer activity, sales performance, and leadership reporting.
- Build and maintain positive working relationships with customers, field sales representatives, operations, and internal stakeholders to ensure an exceptional customer experience.
- Serve as a resource for customer data, CRM, and customer portal inquiries, including providing training and support for KAG Trip Focus.
- Identify opportunities to improve processes, streamline workflows, and enhance data quality across commercial systems.
- Maintain accurate records of customer and sales activity within Salesforce and other commercial platforms.
- Participate in customer meetings, conferences, and other commercial events as needed (approximately 10% travel).
- Perform other duties and special projects as assigned.
- Experience with CRM systems, preferably Salesforce.
- Minimum of 2 years customer-facing role, transportation and/or logistics experience is a plus.
- Strong Communication skills: written and verbal
- Experience working with Microsoft 365 platform and products.
- Customer-focused with a collaborative, team-oriented approach.
- Self-motivated, dependable, and able to work independently while contributing to a team environment.
- Strong attention to detail with excellent organizational and time management skills.
- Willingness to travel up to 10% as needed.
Some additional items would be required continuing educational classes (Sandler or other job specific classes)
Note: The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required of associates so classified. Management retains the right to assign or reassign duties at any time. Job description is subject to change. All employees of the Company are expected to:
- Promote positive work habits including effective and timely communication, teamwork and respect for co-workers.
- Provide constructive guidance to other employees and representatives of third parties.
- Contribute to providing the highest quality of products and services to customers.
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