Jobs · Customer Service · California

Customer Experience Specialist

Fortis Solutions Group · Napa, CA · 2 wk ago
HybridCustomer ServiceFull-time

Essential Duties And Responsibilities

  • Generate quote requests and communicate with salespersons and customers regarding quotes and any other applicable information.
  • Initiate prepress requests for proof creation of new and revised items. Verify accuracy prior to submission to the customer.
  • Create and maintain item records within the ERP system to confirm all current specifications are captured to successfully produce the product.
  • Conduct contract review to verify correct pricing from the customer PO to the price table created in the ERP system for each item.
  • Maintain customer records within the ERP system; including contacts, specific requirements and quality standards.
  • Process customer orders by gathering item and order specifics and entering into the ERP system in an accurate and timely manner.
  • Effectively manage finished good inventory for assigned customer base by conducting regular data analysis to maintain appropriate stock levels.
  • Build and maintain good customer relationships both externally and internally.
  • Communicate with production, prepress, and shipping regarding the status of orders, customer requests, and other applicable information.
  • Interact directly with the Sales Team and Customers in gathering information for various processes.
  • Receive and respond to all customer inquiries in a timely, efficient and knowledgeable manner.
  • Initiate proactive follow-up with customers to ensure their needs are being met.
  • Address all incoming complaints by actively participating in the quality investigation, and guiding resolution processes to a proper and satisfactory closure.
  • Update job knowledge by participating in educational opportunities.
  • Participate in continuous improvement projects and strategic initiatives.

Requirements

  • Education and Experience: High School diploma required. Associate degree preferred, in business, sales, marketing or similar curriculum (or equivalent college coursework). Minimum of 3 years progressive experience in a similar, direct Customer Service role, preferably in the printing or packaging industry or another similar manufacturing environment. Experience managing or supporting customer accounts.
  • Job Knowledge, Skills, And Abilities: Desire and ability to deliver exceptional customer service. Excellent verbal and written communication skills. Able to think creatively to solve problems and resolve challenges. Able to think proactively and anticipate customer needs. Able to work collaboratively with other team members. Willing to give 110% effort to ensure customers are 100% satisfied. Organized, detail-oriented, with ability to multi-task and prioritize competing requests to ensure deadlines are met. High competency level with computer and software skills, compatible with job responsibilities; MS Office products, ERP Software, CRM software, Smartsheet, etc. Able to work in a fast-paced environment with changing requirements. Possess basic math skills: Working knowledge of decimals, fractions, percentages, and the ability to read ruler measurements.
  • Supervisory Responsibilities: None
  • Training Requirements: Willing to attend required training courses or sessions related to the job as assigned.

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