Customer Service Intake Specialist

Workspace Plus • Thorp, WI

2d • Onsite

About The Position

The Customer Service Intake Specialist is responsible for collecting and entering customer data accurately and efficiently. This role involves managing inbound communications, verifying information, and maintaining customer records within the company's systems. The specialist will also monitor customer requests and support sales team activities, ensuring all tasks are completed within defined timeframes while continuously developing professional skills.

Requirements

• Attention to Detail: Accomplish tasks and processes completely and with a high level of accuracy.
• Communication: Articulate complex matters and effectively express ideas and information in a clear and organized manner, so it is understood by others, both orally and in writing.
• Customer Service: Able to develop and maintain strong relationships by listening, understanding, and responding to identified needs in a timely manner.
• Organization and task prioritization: Able to effectively prioritize tasks to allow for work with clear objectives and ensure that all efforts are directed and aligned with the company’s goals.
• Teamwork and Cooperation: The ability to work cooperatively within diverse teams, work groups, and across the organization, to achieve group and organizational goals.
• Critical Thinking: Be able to comprehend what the customer is asking for to enter all information in the system correctly.
• Proficiency in Microsoft Office Suite, specifically high proficiency in Microsoft Outlook.
• Familiarity with ERP, or equivalent operating system.

Nice To Haves

• 6 months of customer service experience working with a manufacturing company.
• Familiarity with Insight 2020.

Responsibilities

• Answer and direct inbound phone calls.
• Receive, review, and direct emails from the company website and general information email address to the appropriate recipient in a timely manner.
• Compile, verify accuracy, and sort information for requests and orders prior to entering into system.
• Enter and maintain new customers and new contact and account details from source documents.
• Monitor end-user requests from the website and notify the appropriate salesperson.
• Update changes in sales territories on the company’s intranet.
• Complete all work assignments accurately and within defined timeframes.
• Continuously develop personal and professional skills through formal and informal training.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED