Customer Service Intake Specialist

About the role

Collect and enter customer data in a timely manner, and ensure data is accurate before entering into the system and setting up new customers.

Responsibilities

• Answer and direct inbound phone calls.
• Receive, review, and direct emails received from the company website and general information email address to the appropriate recipient in a timely manner.
• Compile, verify accuracy, and sort information for requests and orders prior to entering into system.
• Enter and maintain new customers and new contact and account details from source documents.
• Monitor end-user requests from the website and notify the appropriate salesperson.
• Update changes in sales territories on the company’s intranet.
• Complete all work assignments accurately and within defined timeframes.
• Continuously develop personal and professional skills through formal and informal training.
• Performs other duties as assigned.

Skills

• Attention to Detail: Accomplish tasks and processes completely and with a high level of accuracy.
• Communication: Articulate complex matters and effectively express ideas and information in a clear and organized manner, so it is understood by others, both orally and in writing.
• Customer Service: Able to develop and maintain strong relationships by listening, understanding, and responding to identified needs in a timely manner.
• Organization and task prioritization: Able to effectively prioritize tasks to allow for work with clear objectives and ensure that all efforts are directed and aligned with the company’s goals.
• Teamwork and Cooperation: The ability to work cooperatively within diverse teams, work groups, and across the organization, to achieve group and organizational goals.
• Critical Thinking: Be able to comprehend what the customer is asking for to enter all information in the system correctly.

Qualifications

• Preferred Qualifications:
  • Education: None
  • Experience and/or Training: 6 months of customer service experience working with a manufacturing company.
  • Licenses/Certificates: None
  • Technology/Equipment: Familiarity with Insight 2020.
• Minimum Required Qualifications:
  • Education: High School Diploma or Equivalent
  • Licenses/Certificates: None
  • Technology/Equipment: Proficiency in Microsoft Office Suite, specifically high proficiency in Microsoft Outlook. Familiarity with ERP, or equivalent operating system.

Requirements

• Sitting for long periods of time, 6-8 hours per day working on a computer.
• Walking, speaking, hearing, seeing.
• Listen and observe the environment for hazard prevention.
• Use hands for tools and typing.
• Semi-frequently lift up to 30 lbs.
• Some tasks may require the employee to bend, stoop, twist, and turn.
• Occasional tasks may require additional lifting, bending, pushing, and pulling, related to installation and booth set up.
• Indoor office working environment; office is temperature‑controlled all year round.
• Minimal hazards identified.
• Tradeshow environments could require observation for potential hazards outside the typical office environment.