Customer Care Advocate II

Customer Care Advocate II Grafton, Wisconsin, United States / Milwaukee, Wisconsin, United States Customer Service Full time Dec 19 2025 R25_06328 Hybrid Description *Role will be in Grafton, WI office to start, but will move to the downtown Milwaukee office early 2026. Scope of role This role is key in meeting the needs of our OEM and distribution customers by handling routine and overflow calls and inquiries from customers and field sales representatives. This position is responsible for processing orders, advising on pricing, delivery, lead-time, terms and conditions guidelines and policies, credit/debits, etc. Key Responsibilities Perform basic daily account management tasks: Respond to email and phone inquiries Process customer orders Process customer claims Complete daily reports Research and process customer credits and debits Assisting in writing department SOPs and work instructions and coaching other CSR’s on SOP and work instruction creation Triage and process customer orders Utilize CRM, Oracle, OTIS, DDM, Excel, Word, PPT, and O365 to address customer requests Provide customer documents (i.e., policies, forms, engineering drawings, wiring diagrams, etc.) Identify and take action on continuous improvement opportunities Actively participate in daily Gemba calls. Take ownership over individual and contributions to team metrics, conduct root cause analysis, and implement solutions Participate in user testing to improve department processes Assist in special projects and Kaizen events Help train, job shadow, and mentor new hires PROFESSIONAL EXPERIENCE/QUALIFICATIONS The successful candidate will have relevant customer service experience and have proven experience in developing collaborative relationships across all levels and functions. This individual must have the passion, energy, adaptability and intellectual curiosity necessary for a fast-paced, growth-driven environment. Be able to employ forward thinking and a continuous improvement mindset. Minimum Requirements: Requires a high school diploma or equivalent and 2-3 years of related experience. Bachelor's degree preferred. Experienced Microsoft Office; Excel, Word, O365. Customer service experience within manufacturing strongly preferred. Previous experience with process improvements, Kaizens and/or projects preferred Preferred experience with Oracle or another ERP software. Preferred experience with Microsoft Dynamics 365 or another CRM tool. Candidates must be eligible to work in the United States without requiring company sponsorship to obtain or keep U.S. work authorization. Benefits Medical, Dental, Vision and Prescription Drug Coverage Spending accounts (HSA, Health Care FSA and Dependent Care FSA) Paid Time Off and Holidays 401k Retirement Plan with Matching Employer Contributions Life and Accidental Death & Dismemberment (AD&D) Insurance Paid Leaves Tuition Assistance About Regal Rexnord Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company’s electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company’s automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools. The Company’s end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture. Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com. Equal Employment Opportunity Statement Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, pregnancy, age, ancestry, national origin, genetic information, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. If you’d like to view a copy of the company’s affirmative action plan for protected veterans/individuals with disabilities or policy statement, please email Recruiting@RegalRexnord.com. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Recruiting@RegalRexnord.com. Equal Employment Opportunity Posters Notification to Agencies: Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.