Job Summary

As a Customer Service Representative I (CSR I), you are responsible for assisting internal and external customers and sales representatives with order entry with professionalism, skill, and expediency.

Essential Functions

To perform this job successfully, an employee must be able to perform each essential function satisfactorily, with or without reasonable accommodation.

To request a reasonable accommodation, notify Human Resources or the manager who oversees the position.

Administrative :

Accurately process and ensure accuracy of customer transactions in order entry system such as orders, quotes, returns, etc.

Maintain accurate customer and territory records, facility records, and document all customer interaction.

Generation of reports

Monitor scheduled shipment dates to ensure timely delivery.

Accurately maintain and ensure regulatory guidelines are met according to Company, State, and Federal policies.

Gain understanding of and adhere to Accounts Receivables policies and practices.

Verify price and terms in accordance with standard procedures and customer profitability profiles.

Multitask and work within multiple computer systems and communication platforms simultaneously.

Maintain a current knowledge of company products, policies and procedures

Customer Support :

Develop strong working relationships across the business / functions, as well as with customers and manufacturing partners.

Provide impeccable customer service and sales support; respond to customer queries, answer questions and solve problems in a timely fashion.

Communicate any pertinent information received from customers to the outside sales representative or appropriate management.

Identify customer requirements and expectations in order to recommend specific products and / or solutions.

The Customer Service Representative may perform other duties as assigned.

Additional Functions

May also place outbound calls to existing customers to identify and suggest additional products and increase sales and services.

Job Qualifications

Required Qualifications

High School Degree or equivalent

Exceptional customer service and organizational skills

Effective verbal, written, and interpersonal communication skills

General computer proficiency including knowledge of MS Office

Preferred Qualifications

Associate’s Degree or equivalent combination of education and experience.

Proficiency in SAP or related ERP

Working Conditions

Physical Demands

Operating a computer or other office devices for the majority of the workday

May occasionally need to move packages up to 10 pounds such as office supplies or equipment

Must be able to communicate with others in person, over the phone, and in writing.

Must be able to understand and effectively exchange accurate information with others such as coworkers, customers and vendors

Must be able to read and interpret various electronic and written documents.

Environmental Factors

This position is in an office environment in which team members occupy desks in assigned areas or at meeting / collaboration spaces within the building.

The building’s primary work areas consist of desks, chairs, computers and other office equipment and devices for professional services.

Travel and On-Call

This position provides the opportunity for minimal travel (10%) in a local area for a sales ride-along or training opportunity.

Last updated : 2024-02-24