Customer Service Representative

Company Mission: To be the premier employer for individuals with disabilities.

Title: Customer Service Representative

Brief Description: Manage current customers and the onboarding of new customers. Set up new Customers in SAGE/ NetSuite. Respond to requested changes from the production team and customers.

Essential Duties and Responsibilities:

• Reports to Customer Service Manager to fulfill customer requests
• On-Boarding New Customers after quotes are accepted.
• Assist in setting up incoming and outgoing customer shipments
• Assist Business Development Manager as needed
• Acting liaison between Operations and New Customers.
• Complete Customer required info and surveys
• Provide a high standard of communication
• Reports to Director of Sales and Marketing to fulfill customer requests and day-to-day project/customer service relations.
• Enter in SOs as they arrive, this includes checking multiple customer's portals for it
• Informing customer when items arrive
  • Give packing slip to customer if needed
  • Inform customers what items we need
  • Inform receiving when items are expected to arrive
• Sample pictures of initial build communication with client
• Production Report assistance
• Order Statues
• W/Ds and Pallet counts
• Coordinating shipping dates/times between floor and customer, as needed
• Get BOLS from customer, or find out how customer would like to ship if needed
• Completed BOLS – inform customer when product left
• Follow up with customer issues/discrepancies, as needed
• Customer meetings, prep for customer meetings
• Create purchase orders for customers and have them sign

Secondary Duties and Responsibilities

• Complete Sage and CRM training online.
• Assist in preparing for and attending local business events.
• Participate in events and trade shows as required.
• Tracking of customer accounts in CRM.

Work Conditions:

• Must be willing to work 40 hours per week.
• All work is done primarily in an office environment.

Knowledge, Skills, and Abilities:

• Skill to use a personal computer and various software packages including Microsoft Word, Excel, PowerPoint, Outlook, and Teams
• Skill to communicate clearly and effectively, orally and in writing.
• Skill to research and compile data found on the Internet.
• Ability to maintain a professional, courteous, and helpful manner in dealing with others.
• Ability to work in a team-oriented environment.
• Ability to follow oral and written instructions.
• Ability to establish priorities, work independently, organize and proceed with objectives with minimal supervision.
• Ability to pay attention to detail.
• Ability to establish and maintain an effective working relationship with other employees.

Education/Experience:

• Engage in everyday business tasks.
• High School diploma or GED

Benefits:

• Health Insurance
• Dental Insurance
• Vision Insurance
• PTO
• 403B - retirement plan
• Long Term Disability
• Hospital Indemnity
• Legal
• Accident Insurance
• Critical Illness
• Employer paid Life Insurance
• Employer paid Short Term Disability
• Bonus Opportunities