Job description
As a Customer Service Representative, you are responsible for assisting internal and external customers and sales representatives with order entry with professionalism, skill, and expediency.
Responsibilities:
To perform this job successfully, an employee must be able to perform each essential function satisfactorily, with or without reasonable accommodation. To request a reasonable accommodation, notify Human Resources or the manager who oversees the position.
Administrative:
- Accurately process and ensure accuracy of customer transactions in order entry system such as orders, quotes, returns, etc.
- Maintain accurate customer and territory records, facility records, and document all customer interaction.
- Monitor scheduled shipment dates to ensure timely delivery.
- Accurately maintain and ensure regulatory guidelines are met according to Company, State, and Federal policies.
- Gain understanding of and adhere to Accounts Receivables policies and practices.
- Verify price and terms in accordance with standard procedures and customer profitability profiles.
- Multitask and work within multiple computer systems and communication platforms simultaneously.
- Maintain a current knowledge of company products, policies, and procedures
- Manage equipment life-cycle: sales quotation, order, receiving, invoicing, returns, schedule job site evaluation, resource planning, staging, inspection and inventory management
- Verifies orders upon receipt from the manufacturer and stages equipment for delivery to customer for installation. Equipment is tagged appropriately upon receipt at branch for inventory levels.
- Procurement of all equipment orders from internal/external customers, while maintaining an optimum inventory of items and determining an ideal source and timing for purchase
- Manage invoices, prepares purchase orders, maintains equipment files, processes credits and returns, create finance documents and file UCC’s on some equipment
Customer Support:
- Develop strong working relationships across the business/functions, as well as with customers and manufacturing partners.
- Provide impeccable customer service and sales support; respond to customer queries, answer questions, and solve problems in a timely fashion.
- Communicate any pertinent information received from customers to the outside sales representative or appropriate management.
- Identify customer requirements and expectations to recommend specific products and/or solutions.
- The Customer Service Representative may perform other duties as assigned.
Job Qualifications
- High School Degree or equivalent
- Exceptional customer service and organizational skills
- Accuracy and strong attention to detail
- Effective verbal, written, and interpersonal communication skills
- General computer proficiency including knowledge of MS Office
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