Customer Service Representative

Job Summary

Responsible for the lifecycle of all projects in conjunction with their Sales Representatives. Works directly with the sales team and customers by processing quotes, orders, shipments, billing, stock checks, credits, job audits, and close-outs. Works and coordinates directly with operations, transportation, engineering, credit, and the finance team to keep projects moving forward smoothly.

Major Tasks, Responsibilities And Key Accountabilities

• Handles a high volume of inquiries from both external and internal customers, including those from the sales team, operations, engineering, accounts receivable, and upper management.
• Communicates and follows up with the sales team and customers regarding order status.
• Records all quotes, rental agreements, and sales orders from the sales team or customers, as well as customer "ship to" information setup.
• Captures and processes shipments, billing, credits, and collections processing and research.
• Runs weekly, bi-weekly, and monthly designated system reports to ensure accurate and on-time billing.
• Ensures all rental and/or sales transactions are shipped completely and correctly. Communicate and follow-up on any backorders immediately with sales team.
• Coordinates and processes appropriate documentation for national and internal export and import shipments.
• Generates purchase orders (PO's) to obtain rental equipment from outside vendors.
• Processes returns and invoicing. Address damages and shortages with sales and/or the customer.
• Works closely with operations to ensure inventory accuracy.

Nature and Scope

Selects correct processes from clearly prescribed rules, past practices, or instruction. Seeks advice and guidance on non-routine or problem areas from supervisor. Deviations from the norm are cleared by the supervisor. Under close supervision, exercises limited latitude/independent judgment. Work typically involves detailed checks or close review of output by a senior coworker and/or supervisor. None.

Work Environment

Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable. Frequent periods are spent standing or sitting in the same location with some opportunity to move about. Occasionally there may be a requirement to stoop or lift light material or equipment (typically less than 8 pounds).

Work Hours

Typically requires overnight travel less than 5% of the time. Works between the hours of 7:30 AM - 4 PM (30-minute lunch break).

Education And Experience

• HS Diploma or GED strongly preferred.
• 0-2 years of experience in area of responsibility.

Preferred Qualifications

• Must be able to work between the hours of 7:30 AM - 4 PM (30-minute lunch break).
• Must be able to work independently with little to no supervision.
• Proficient in Microsoft Office (Email, Excel, Word Documents).
• Knowledge of invoicing.
• Customer Service experience.
• Good Math skills.
• Multitasking skills.

Benefits

None specified.

Pay

Not specified.

Schedule

Not specified.