Customer Service Rep II
About The Position
As a Customer Service Representative II (CSR II), you assist internal and external customers and sales representatives with order entry professionally, skillfully, and expediently. The role processes customer transactions, maintains customer and facility records, monitors shipments, follows regulatory and accounts receivable policies, and supports customers through responsive service and sales assistance. The position may also promote products and contact existing customers to identify additional sales and service opportunities. The role is based in an office environment, working at desks or in meeting and collaboration spaces with computers and other office equipment. It involves operating a computer or other office devices for most of the workday and may occasionally require moving packages weighing up to 10 pounds. Minimal local travel, approximately 10%, may be required for sales ride-alongs or training.
Requirements
- High school degree or equivalent.
- Exceptional customer service and organizational skills.
- Accuracy and strong attention to detail.
- Effective verbal, written, and interpersonal communication skills.
- General computer proficiency, including knowledge of MS Office.
Nice To Haves
- Associate’s degree or an equivalent combination of education and experience.
- Proficiency in SAP or a related ERP system.
Responsibilities
- Accurately process customer transactions in the order-entry system, including orders, quotes, and returns.
- Maintain accurate customer, territory, and facility records and document customer interactions.
- Generate reports.
- Monitor scheduled shipment dates to help ensure timely delivery.
- Follow applicable company, state, and federal regulatory guidelines.
- Understand and adhere to accounts receivable policies and practices.
- Verify pricing and terms according to standard procedures and customer profitability profiles.
- Multitask across multiple computer systems and communication platforms.
- Maintain current knowledge of company products, policies, and procedures.
- Develop strong working relationships across business functions, with customers, and with manufacturing partners.
- Provide customer service and sales support by responding to queries, answering questions, and resolving problems in a timely manner.
- Communicate relevant customer information to outside sales representatives or appropriate management.
- Identify customer requirements and expectations to recommend products or solutions.
- Upgrade telephone orders.
- Introduce and promote new products during calls.
- Make outbound calls to existing customers to identify and suggest additional products and increase sales and services.
- Perform other duties as assigned.
Benefits
- Full medical, dental, and vision benefits
- Integrated wellness program
- 401(k) match retirement savings plan
- Paid time off (PTO)
- Holiday pay and floating holidays
- Volunteer time off (VTO)
- Educational assistance program
- Full paid parental and adoption leave
- Employee assistance program
- Patterson Perks Program
- Competitive benefits and unique incentive programs and rewards for eligible employees
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
