Customer Service Representative/Expeditor
Clayton Controls is a premier provider of automation solutions, specializing in motion control, robotics, machine vision, and industrial automation components. With a commitment to innovation and technical expertise, we help manufacturers and integrators improve efficiency, precision, and productivity. Our team partners with industry-leading suppliers to deliver customized solutions that meet the evolving needs of modern automation.
About the role
This role is located in the state of California. You will provide exceptional customer service throughout the quote and order process. Working in a team to support a geographical territory, you will communicate with customers regarding pricing, lead-times, order processing, status, and other customer service-related functions. Communication must be accomplished with a high degree of professionalism and customer focus.
Responsibilities
- Regularly review open order reports to find delivery delays, work with suppliers for status, and update customer(s).
- Daily updates for stock and direct orders in ERP system; update open order status, ship dates on POs, and expedite where necessary.
- Save acknowledgements and link in ERP.
- Notify Purchasing/CSRs if part number, price, shipping details, or ship date do not match ERP system.
- Review Order Lines Portal Promise Dates and update open sales orders; notify CSR.
- Review Direct Ship PO Portal Date Due and update open POs and sales orders.
- Team up with an outside salesperson to build customer relationships within your territory.
- Provide timely and accurate quotes to customers with information provided by the outside salesperson or a direct request from the customer.
- Process orders following Clayton Controls and ISO guidelines.
- Assist customers in resolving questions, including status of orders and expedite requests.
- Utilize our suppliers, their websites, and in-house technical support to answer customer inquiries about our products.
- Work with the Accounting team to resolve customer credit issues.
- Respond to all customer calls and e-mails professionally and efficiently.
Requirements
- High School Diploma or equivalent required.
- 1-3 years of customer service experience; 3-5 years preferred.
- Excellent written and verbal communication skills.
- Organized, detail-oriented, multi-tasker, adaptable, positive.
- Excellent phone etiquette.
- Proficient computer skills, including the Microsoft Office Suite.
- Customer Service Management system experience required.
Environmental/Physical Requirements
Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer, and may also require the ability to lift up to 10 pounds.
Benefits
- Broad-based employee ownership program extended to every employee.
- Medical, Dental, and Vision insurance.
- Competitive 401(k) matching program.
- Paid time off, holidays, and parental leave.
- Employee referral program.
- Access to FCG University learning and training platform offering over 80,000 courses.
- Career growth opportunities across a vast network of over 100 brands in North America.