Customer Service Advocate

Daniels HealthRacine, WI

About The Position

To support our growth, we are looking for a Customer Service Fulfillment Representative to join our team. This role plays a critical part in ensuring our customers’ interactions with Daniels Health are seamless – from communicating to scheduling, issue resolution and fact-finding; you will do it all! An essential service provider to Healthcare, Daniels Health was founded with the vision of “making healthcare safer” – and for the last 20 years in the United States we have achieved this through innovative safety products and clinically-focused waste services that lead the industry. This is our “why”, our “how” is delivering the highest standard of service we can; you will be joining a team passionate about service excellence.

Requirements

  • 2+ years of administrative and customer service experience within retail or hospitality or corporate will be considered
  • Intermediate to Advanced with computer systems (Microsoft office suite, etc.)
  • Good communication skills both written and verbal with record-keeping discipline
  • Proven experience in improving processes and procedures

Nice To Haves

  • Salesforce experience would go a long way!
  • Someone with a can-do attitude who has a passion for problem-solving and delivering a great customer experience.
  • As the interface with our customers, you will be the critical bridge between customer expectations and service excellence – we’re looking for someone who is diligent and self-driven but also brings a friendly and relatable dynamic to our team.
  • Self-motivated to problem-solve and drive resolutions for a customer
  • Relationally driven, you will enhance and strengthen our customer relationships
  • Flexible, adaptable and able to prioritize, no two days are the same!
  • Works well with others and can motivate people you work with.

Responsibilities

  • Interfacing with our customers (clinical and support contacts at hospitals and other primary care facilities) via phone and email to answer questions, resolve issues, proactively communicate schedule or stock changes, and manage inbound scheduling requests
  • Report, investigate and resolve (where applicable) customer requests and complaints via Salesforce ensuring a high degree of accuracy and timeliness in reporting and issue escalation
  • Maintain and update filing, inventory and database systems (both manual and computer processes)
  • Work closely with our production and transport team to ensure timely and efficient delivery is met at all customer locations. This includes: Creating customer manifests, Printing and distributing process documents for daily production, Ensuring stock inventory in conjunction with your Plant Manager, Print waste transfer documentation (Tracking Forms) for transport of waste from the transfer facility to a treatment facility.
  • Support with routing and rerouting of our trucks on a daily/weekly basis
  • Liaising with all departments and customers on account changes (billing, sales and logistics)
  • Generate reports on an as needed basis for the leadership team
  • Constantly look for new ways to better/improve the current administrative process
  • Review and process sales orders received in BC
  • Prioritize warehouse picking and shipping for warehouse operators
  • 3rd party shipping management (including setup, quotes, customer delivery estimates)
  • Customer service enquiry management and processing
  • Fulfilling purchase orders, schedule shipments, and ensures delivery on time
  • Transact items in BC-DMO Blow Mold
  • Schedule inbound truckload components for inventory/production
  • Review fulfillment Inbox for shipping issues
  • Coordinates with 3rd party manufactures of shipments (RXD-SAD, PMT, EIMO)
  • Coordinate and create Shipping Documents for freight and parcels
  • Communicate inventory shortages with customers and supply chain
  • Provide sales reps/field service reps with estimates/shipping information
  • Maintain/process physical copies of sales documents/pick instructions
  • Report on Data Tracking, DIFOT, orders, order issues, and discrepancies
  • Review Salesforce open cases (not DHCSM's with IR's)
  • Arrange IT/Repair Parts Shipment
  • Troubleshoot delivery issues and Product Returns Management
  • Review and process shipping MaintainX orders

Benefits

  • Daniels Health conducts background checks and drug testing as part of the post‑offer hiring process.
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