About Preferred Data Corporation
Preferred Data Corporation is a provider of IT solutions and services supporting businesses in High Point NC and surrounding areas with custom software products and managed IT support built over 30 years. Our team moves fast embraces AI tooling and takes serious ownership of our clients success. You wont find bureaucracy here; youll find real problems real relationships and real impact from day one.
The Role
Were looking for a versatile self-directed professional to become the primary point of contact for our software customers and the operational backbone of our day-to-day business. This is not a narrow support role: you will own customer relationships manage internal operations handle IT tasks and help drive the companys growing use of AI and automation tools.
The ideal candidate is a fast learner with strong technical instincts who is comfortable holding a wide variety of responsibilities building institutional knowledge from scratch and working directly alongside company leadership.
What Youll Do
Customer Success & Account Management
- Serve as the primary contact for a portfolio of long-term software customers managing their ongoing needs and relationships
- Triage resolve and document support tickets across multiple customer environments and custom software products
- Develop and maintain deep working knowledge of each customers unique software configuration and business workflows
- Help manage and support customer VoIP and payroll platforms coordinating with vendors and clients as needed
- Assist in drafting proposals presentations and other materials for prospective and existing customers
- Communicate clearly and proactively with clients about issues resolutions and new capabilities
IT Support & Infrastructure
- Support Microsoft 365 administration including Exchange Teams SharePoint and user licensing
- Assist with endpoint security tools and RMM platforms (experience with NinjaOne ThreatDown/Malwarebytes or similar preferred)
- Assist with network RDS and remote access infrastructure troubleshooting
- Support automation workflows using platforms like Rewst and related integration tools
AI & Automation
- Leverage AI tools (Claude ChatGPT/OpenAI Cursor) to improve internal workflows communications and customer support quality
- Build and maintain workflow automations using n8n or similar platforms
- Contribute to AI-driven product initiatives including outreach automation and lead generation tooling
- Stay current on emerging AI tools and proactively identify opportunities to apply them
Requirements
What Were Looking For
Required
- 2 years of experience in a customer-facing or operations role with meaningful technical exposure
- Genuine comfort with technology: you dont need to know everything but you learn fast and figure things out
- Excellent written and verbal communication skills; able to explain technical concepts to non-technical people
- Strong organizational skills and the ability to manage multiple priorities without dropping balls
- Hands-on experience with Microsoft 365 tools (Outlook Teams SharePoint Excel)
- A track record of using AI tools in real work not just familiarity with them
Strongly Preferred
- Hands-on with workflow automation tools: n8n Zapier Make Rewst or similar
- Comfort with basic scripting (PowerShell Python) for troubleshooting and task automation
- Experience with accounting or ERP software support is a plus
Benefits
Benefits
- Competitive salary with opportunities for career advancement
- Health dental and vision insurance
- Unlimited paid time off and holidays
- Training and professional development opportunities
- Direct access to company leadership and real ownership over your work from day one
- A front-row seat to how AI is transforming business operations and the mandate to help drive it
- Exposure to a wide range of technologies software environments and business challenges
Required Skills:
What Were Looking For Required 2 years of experience in a customer-facing or operations role with meaningful technical exposure Genuine comfort with technology: you dont need to know everything but you learn fast and figure things out Excellent written and verbal communication skills; able to explain technical concepts to non-technical people Strong organizational skills and the ability to manage multiple priorities without dropping balls Hands-on experience with Microsoft 365 tools (Outlook Teams SharePoint Excel) A track record of using AI tools in real work not just familiarity with them Strongly Preferred Hands-on with workflow automation tools: n8n Zapier Make Rewst or similar Comfort with basic scripting (PowerShell Python) for troubleshooting and task automation Experience with accounting or ERP software support is a plus
About Preferred Data CorporationPreferred Data Corporation is a provider of IT solutions and services supporting businesses in High Point NC and surrounding areas with custom software products and managed IT support built over 30 years. Our team moves fast embraces AI tooling and takes serious owner...
About Preferred Data Corporation
Preferred Data Corporation is a provider of IT solutions and services supporting businesses in High Point NC and surrounding areas with custom software products and managed IT support built over 30 years. Our team moves fast embraces AI tooling and takes serious ownership of our clients success. You wont find bureaucracy here; youll find real problems real relationships and real impact from day one.
The Role
Were looking for a versatile self-directed professional to become the primary point of contact for our software customers and the operational backbone of our day-to-day business. This is not a narrow support role: you will own customer relationships manage internal operations handle IT tasks and help drive the companys growing use of AI and automation tools.
The ideal candidate is a fast learner with strong technical instincts who is comfortable holding a wide variety of responsibilities building institutional knowledge from scratch and working directly alongside company leadership.
What Youll Do
Customer Success & Account Management
- Serve as the primary contact for a portfolio of long-term software customers managing their ongoing needs and relationships
- Triage resolve and document support tickets across multiple customer environments and custom software products
- Develop and maintain deep working knowledge of each customers unique software configuration and business workflows
- Help manage and support customer VoIP and payroll platforms coordinating with vendors and clients as needed
- Assist in drafting proposals presentations and other materials for prospective and existing customers
- Communicate clearly and proactively with clients about issues resolutions and new capabilities
IT Support & Infrastructure
- Support Microsoft 365 administration including Exchange Teams SharePoint and user licensing
- Assist with endpoint security tools and RMM platforms (experience with NinjaOne ThreatDown/Malwarebytes or similar preferred)
- Assist with network RDS and remote access infrastructure troubleshooting
- Support automation workflows using platforms like Rewst and related integration tools
AI & Automation
- Leverage AI tools (Claude ChatGPT/OpenAI Cursor) to improve internal workflows communications and customer support quality
- Build and maintain workflow automations using n8n or similar platforms
- Contribute to AI-driven product initiatives including outreach automation and lead generation tooling
- Stay current on emerging AI tools and proactively identify opportunities to apply them
Requirements
What Were Looking For
Required
- 2 years of experience in a customer-facing or operations role with meaningful technical exposure
- Genuine comfort with technology: you dont need to know everything but you learn fast and figure things out
- Excellent written and verbal communication skills; able to explain technical concepts to non-technical people
- Strong organizational skills and the ability to manage multiple priorities without dropping balls
- Hands-on experience with Microsoft 365 tools (Outlook Teams SharePoint Excel)
- A track record of using AI tools in real work not just familiarity with them
Strongly Preferred
- Hands-on with workflow automation tools: n8n Zapier Make Rewst or similar
- Comfort with basic scripting (PowerShell Python) for troubleshooting and task automation
- Experience with accounting or ERP software support is a plus
Benefits
Benefits
- Competitive salary with opportunities for career advancement
- Health dental and vision insurance
- Unlimited paid time off and holidays
- Training and professional development opportunities
- Direct access to company leadership and real ownership over your work from day one
- A front-row seat to how AI is transforming business operations and the mandate to help drive it
- Exposure to a wide range of technologies software environments and business challenges
Required Skills:
What Were Looking For Required 2 years of experience in a customer-facing or operations role with meaningful technical exposure Genuine comfort with technology: you dont need to know everything but you learn fast and figure things out Excellent written and verbal communication skills; able to explain technical concepts to non-technical people Strong organizational skills and the ability to manage multiple priorities without dropping balls Hands-on experience with Microsoft 365 tools (Outlook Teams SharePoint Excel) A track record of using AI tools in real work not just familiarity with them Strongly Preferred Hands-on with workflow automation tools: n8n Zapier Make Rewst or similar Comfort with basic scripting (PowerShell Python) for troubleshooting and task automation Experience with accounting or ERP software support is a plus
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