Customer Account Specialist Position

Location: Wappingers Falls, NY
Type: Direct Hire
Salary: $47,000 per year

Work Schedule: Monday to Friday, flexible 8-hour shifts between 8 am to 8 pm, occasional rotating Saturdays.

Customer Account Specialist Requirements:

• Minimum of 2 years' experience in customer service or a related position.
• Two-year (or higher) college degree preferred.
• Strong multitasking and attention to detail skills.
• Exceptional verbal and written communication skills.
• Proficient with Microsoft Suite and technical expertise in Salesforce or TalkDesk.
• Experience with CRM tools like Monday.com, Pipedrive, Zendesk, Hubspot, Oracle, etc., is strongly desired.
• Home internet access is required for off-site/remote operations.

Customer Account Specialist Responsibilities:

• Problem Resolution: Coordinate and implement solutions for customers, ensuring timely and professional communication to achieve satisfaction.
• Order Management: Handle order placement, inquiries, invoices, shipping details, product availability, and compliance with credit policies.
• CRM Management: Enter and oversee data in Salesforce, manage account setup, tax information, and contractual components of Purchase Order management.
• Technical Support: Utilize product knowledge to troubleshoot and resolve customer issues, initiate sales conversations, and provide product support.
• Cross-Functional Collaboration: Work seamlessly with departments such as Sales, Customer Success, Logistics, and Supply Chain to enhance the overall customer journey.

Take the next step in your career. Apply today!

Equal Opportunity Statement

Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.

At TEG Federal Credit Union, we pride ourselves on being more than just a financial institution; we are a caring team dedicated to each other and our community.  We are seeking a motivated and creative Digital Marketing Specialist to join our growing team in Poughkeepsie, NY.

As the Digital Marketing Specialist, you will be responsible for driving online engagement with TEGFCU across all digital and social media channels, including digital advertising, content development, social media efforts, and SEO/website management. You will provide a positive, intuitive experience to continuously increase visits, products per member, and the conversion of leads to members.

What We’re Looking For (Qualifications):

• Bachelor’s degree in Marketing, Communications, Advertising, or Public Relations is preferred
• 3-5 years of similar or related experience directly working with WordPress website design, Google Platforms, and SEO Platforms
• Proven experience working with marketing automation platforms, with a strong proficiency in HubSpot or similar marketing CRM platform
• Basic understand of HTML
• Proficiency in MS Office and Adobe Creative Suite
• Experience in a financial institution and/or non-profit organization is a plus
• Excellent verbal and written communication skills
• Impeccable time management and organizational skills with the ability to multitask and adhere to deadlines
• Able to lift up to 50 lbs. without limitation

What You’ll Get (Perks & Benefits): 

• Comprehensive medical, dental, and vision insurance
• 401K with company match
• Defined benefit plan (Pension)
• Paid Time Off, and much more!

What You’ll Do As The Digital Marketing Specialist (Responsibilities):

• Manage website landscape and monitor and update website content
• Develop and implement effective SEO strategies
• Manage Google MY Business pages and review platforms to optimize local search
• Execute in-platform paid digital advertising, including SEM, display, and social media
• Optimize campaign structure, budgets/bidding strategy, and audiences
• Identify KPIs, measure campaign performance, generate insights, and produce regular reports to transform data into actionable recommendations
• Develop and implement marketing automation strategies to drive customer engagement, lead generation, and conversion
• Maintain the HubSpot platform, including database management, integration with other tools and systems, and troubleshooting technical issues
• Become an authority on our first-party data by collecting and interpreting information to develop target segmentations and help make business development decisions
• Analyze and report on the progress of digital strategies, campaign performance, and engagement
• Assist with and support other marketing initiatives

Pay:  $26.75 - $33.45 / hour, based on experience

APPLY NOW for immediate consideration!

TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy.