What are the responsibilities and job description for the Customer Experience Representative position at Jacobs Management Group?
Step into a role where your ability to solve problems and support customers directly fuels smoother patient care across the healthcare landscape. As the Customer Experience Representative for my client, you'll be the steady connection customers rely on for accurate orders, quick answers, and thoughtful communication. Your work will keep essential medical products moving where they're needed most.
Why You Should Apply
- Join a highly collaborative, fast-paced team that works closely with sales and operations.
- Play a key part in ensuring healthcare providers receive the products they need on time.
- Enjoy a role with variety, autonomy, and daily problem-solving.
- Benefit from working with modern systems like HubSpot and Microsoft Business Central.
What You'll Be Doing
- Process inbound orders and verify pricing, minimums, freight terms, approvals, and licenses.
- Communicate backorders, alternatives, and additional charges.
- Track, update, and resolve daily tickets in HubSpot.
- Support customer inquiries on orders, products, troubleshooting, and finance issues.
- Coordinate closely with Sales and Warehouse teams to ensure accurate fulfillment.
- Escalate issues when needed and balance customer needs with company policy.
About You
- Be able to do the job as described.
- Comfortable using CRM and ERP systems like HubSpot and Microsoft Business Central.
- Experienced with medical devices or medical product environments.
- Strong professional communication and polished phone etiquette.
- Preferably familiar with EDI order processing or international shipments.