Customer Service Representative

About the role

The Customer Service Representative contributes to the success of the organization by supporting customers and other departments. This person handles transactions, performs clerical functions for the sales department, acts as a point of contact for customers, and serves as a liaison between customers and various departments. Qualified candidates will have the proven ability to work well with other personnel and departments, and deal with customers concerning matters that require tact and resourcefulness. Attention to detail is critical, including fully proofreading their own work as well as the work of others.

Responsibilities

• Processing transactions (including creating orders, sending order acknowledgements, repeat orders, and Ecommerce orders)
• Responding to shipping, clerical, and technical questions (forwarding technical questions to engineering, sales, and field technicians as needed)
• Approving quotes created by Account Managers, reviewing terms, conditions, and contract requirements, monitoring job costing, discount levels, and suggesting price increases
• Approving orders created by Field Account Managers, reviewing terms, conditions, and contract requirements, monitoring job costing, discount levels, and suggesting price increases
• Entering order requirements and sending order receipts for orders created by Field Account Managers
• Sending quotes on behalf of Account Managers
• Acting as a liaison between customers and accounting to determine payment terms
• Exporting forms, sending them to customers, and monitoring/following up as needed
• Creating Pro Forma Invoices, adding requirements to orders, and monitoring/following up as needed
• Handling booking, changing, or cancelling travel arrangements for installers, sales, etc.
• Processing change orders and handling shipping issues
• Forwarding customer complaints to sales
• Performing all other duties as directed by supervisor

Qualifications

• Excellent communication skills (verbal and written)
• Experience with data entry
• Proficiency in Microsoft Office/Windows
• Detail-oriented with strong proofreading skills

Job Type: Full Time