Customer Experience Representative

Alta Equipment GroupLivonia, MI
Remote

About The Position

Alta Material Handling is seeking a full-time Customer Experience Representative (CXR). This position is fully remote, with an expectation to travel occasionally for in-person staff meetings. The Customer Experience Representative serves as the primary point of contact for inbound customer inquiries. This role focuses on intake accuracy, responsiveness, and a quality customer experience. The CXR role is non‑sales, non‑commissioned, and is not responsible for closing revenue.

Requirements

  • Strong verbal and written communication skills.
  • High attention to detail and process discipline.
  • Ability to quickly assess and categorize customer needs.
  • Comfort using CRM systems and internal tools.

Nice To Haves

  • Prior experience in customer service, BDR, or call‑center environments.
  • Familiarity with industrial, equipment, or service‑based organizations.

Responsibilities

  • Receive inbound customer inquiries via phone and email.
  • Professionally assess and categorize customer needs.
  • Deliver a consistent, high‑quality customer experience aligned with company standards.
  • Operate effectively in a high‑volume inbound environment, managing multiple customer interactions across phone and email.
  • Maintain accuracy, professionalism, and responsiveness while switching between varying request types and priorities throughout the day.
  • Create CRM Opportunities for all revenue‑generating inbound requests.
  • Accurately document customer needs, context, and requested follow‑up.
  • Assign ownership using approved routing tools and processes.
  • Route requests to Sales, Branch Operations, Parts, Service, or Rental teams as appropriate.
  • Ensure clear handoff communication and follow‑up expectations.
  • Escalate when routing is unclear; do not guess ownership.
  • Identify non‑revenue inquiries (HR, recruiting, driver complaints, vendor inquiries, etc.).
  • Do not enter non‑revenue activities into CRM.
  • Route these requests via email following documented escalation procedures.
  • Adhere to documented CX routing, intake, and handoff standards.
  • Maintain CRM data accuracy and completeness.
  • Participate in continuous improvement of CX processes.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) with match
  • Company laptop
  • Paid time off
  • 10 paid holidays
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