What are the responsibilities and job description for the Customer Service Representative position at Robert Half?
Livermore client is looking for onsite temp to hire Customer Service Representatives
In this Customer Service role, you will be responsible for the following:
Daily interaction with other support departments, including Finance, Sales, Purchasing, Engineering and Product Management.
• Direct general customer service- for both end-users and distribution partners via lite phones, primarily email.
• Respond to Sales inquiries, expectations, and delivery management. Attend District Sales Mgr meetings and take notes
• Prepare quotes in Epicor and submit them directly to the customer or as directed by sales.
• Process customer Purchase Orders in Epicor upon receipt from customer (email or customer web portal) or when forwarded from sales. Attend daily meetings.
o Convert existing quotes in Epicor.
o Identify account based, or transaction based special instructions.
o Alert sales when customer need by dates or on the PO are not achievable prior to finalizing Sales Order.
o Audit Sales Order for accuracy – ship to address, need by dates, order price, customer part number, and quantity.
o Acknowledge directly to the customer that their purchase order has been processed and our commit/promise dates via email. If commit date is not yet available, confirm and update when it becomes available.
• Order Management- utilize Production Report, Epicor, and order status tools to:
o Monitor orders daily for on-time ship date or promised delivery. Raise any issues to the corresponding DSM.
o Communicate with DSM daily to understand priority and manage customer ship/need by dates.
• Return Management Duties.
o Create and send out return documents to customers as needed.
o Track returns through the complete process and ensure credit memos are sent to customers.
• Awareness and adherence to all documented sales operations processes.
• Open corrective action cases in Epicor on every opportunity for process improvement.
• Performs other related duties as assigned by management.
• Proficiency in Epicor ERP software and other enterprise resource planning tools.
• Strong skills in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Familiarity with CRM systems and data processing workflows.
• Ability to manage customer orders, returns, and inventory tracking efficiently.
• Excellent communication skills, both written and verbal, with experience handling inbound calls and email correspondence.
• Detail-oriented with the ability to audit and verify sales orders for accuracy.
• Knowledge of creating price quotes and managing billing functions.
TalentMatch®
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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Salary : $23 - $24