The Customer Service Coordinator performs tasks proficiently within the primary assigned department and provides additional support to other departments. This includes, but is not limited to, customer service, warehousing, purchasing and inventory controls. The responsibiliites include, but are not limited to:
- 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 customers.
- Ensure customer purchase orders have the correct shipping address, attention line, and matches the information on the purchase order. As needed, contact customers regarding 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.
- Support service department billing and processing of related miscellaneous inventory transactions.
- Maintain stock of envelopes and all postage supplies.
- 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 train new employees on CS tasks.
- Keep up-to-date on all applicable policies and procedures.
- Document procedures for all tasks/duties and update as necessary to keep procedures current.
- Exhibit a willingness to accept additional projects, as related to essential job functions, as requested.