As supervised by the Customer Service Manager, the Customer Service Representative performs tasks proficiently within the primary assigned department as well as a degree of competence in other departments. This includes, but is not limited to, customer service, warehousing, purchasing and inventory control. The level is determined by the individual’s overall abilities throughout the departments.
- Answer all incoming calls in a friendly and professional manner and direct phone calls as appropriate.
- Receive and process incoming customer purchase orders. Release orders to the warehouse and send sales order confirmations to the customer.
- Ensure customer purchase orders have the correct shipping address, attention line, matches the information on the quote. Contact customer with any pricing discrepancies.
- Send customer invoices via USPS mail, e-mail and customer service portals as requested.
- Set-up new customer accounts in the ERP system and update CRM with buyer and AP contact information.
- Provide information to customers regarding their purchases; including but not limited to sales order confirmation, backorder detail, substitution information, tracking, proof of delivery and invoicing.
- Facilitate customer returns per the RGA/RMA procedures.
- Process credit memos once items have been returned to inventory.
- Update the CRM with customer complaints or interactions with customers.
- Supports service department billing and processing of related miscellaneous inventory transactions.
- Process all demo sales to include informing service department of need, processing sales orders, providing the warehouse shipping documents and updating the installation calendar with shipping information.
- Process all trade-in credit memos for capital orders and provide the customer with the trade-in documentation.
- Rotate staff to ensure reception desk coverage.
- Proficient at functional operations; including but not limited to enter sales orders, create return orders, look up pricing, and able to train new employees on CS tasks. Has demonstrated an acceptable level of efficiency and is trained and knowledgeable of the company department’s policies and procedures.
- Exhibit a willingness to accept additional projects, as related to essential job functions, as requested.