Customer Engagement Specialist

BradyPLUS•Livermore, CA

1d•$24 - $25

About The Position

The Customer Engagement Specialist supports the sales team by initiating and maintaining communication with core customers, strengthening customer relationships, identifying sales opportunities, and delivering exemplary service to core and new customers. The role provides essential administrative and customer-facing support to improve sales effectiveness and contribute to the company’s overall sales success. The position supports order and quote processing, customer inventory management, reporting, customer usage and margin analysis, backorder and open-order review, at-risk customer identification, sales-gap identification, price and cost alignment, form and sample requests, and coordination between sales and internal departments. Other support may include eCommerce live chat, ERP systems, customer order guides, and backup assistance for Customer Solution Specialists. The specialist uses Salesforce and supports customer relationship management through upselling and cross-selling, prompt responses to customer issues, and participation in customer meetings or sales representative ride-alongs as needed. The role also carries out proactive customer outreach, identifies churn risks, helps onboard new customers, stays informed about products through vendor training and sales meetings, and informs customers about new products. Additional duties or special projects may be assigned. The role is based in Livermore, California. The stated pay range is $24.00–$25.00 per hour. The company describes a benefits package that includes medical, dental, vision, life and disability insurance, flexible spending accounts, Employee Assistance Programs, a 401(k) retirement program, paid time off, educational reimbursement, paid family leave, and adoption assistance.

Requirements

At least 2 years of experience in customer service, sales support, or inside sales.
Excellent verbal and written communication skills.
Proficiency with CRM software and Microsoft Office Suite, including Word, Excel, and PowerPoint.
Keen attention to detail and accuracy when handling data and documentation.
Proactive approach and strong problem-solving skills.
Strong organizational and multitasking abilities.
Ability to work independently and collaboratively.
Ability to use technology effectively and excel in e-commerce and live-chat customer support.
Customer-centric approach focused on exceptional service.
Ability to sit at a desk for long periods, operate a computer, and listen and speak clearly on the phone and in person.

Responsibilities

Provide administrative support to the sales team and key customers.
Process orders and quotes.
Manage customer inventory as needed.
Review and prepare reports, including customer usage, margin, backorder, open-order, and at-risk customer reports.
Identify sales gaps and support customer price and cost alignment.
Submit form requests and sample requests.
Act as a liaison between Sales and internal departments.
Provide eCommerce super-user and live-chat support where applicable.
Serve as an ERP super user.
Manage or create customer order guides as needed.
Provide backup support for Customer Solution Specialists.
Support the sales team in developing and nurturing long-term customer relationships.
Use Salesforce to support customer relationship management.
Conduct upselling and cross-selling activities.
Respond promptly to customer issues.
Attend customer meetings or sales representative ride-alongs as needed.
Carry out regular proactive customer outreach.
Identify customer churn risks and help onboard new customers.
Participate in vendor training and sales meetings to stay current on sales initiatives and products.
Notify customers about new products.
Perform additional duties or special projects as assigned.