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 won't find bureaucracy here; you'll find real problems, real relationships, and real impact from day one.
The Role
We're 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 company's 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 You'll 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 customer's 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 We're Looking For
Required
- 2+ years of experience in a customer-facing or operations role with meaningful technical exposure
- Genuine comfort with technology: you don't 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
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