Customer Service Representative/Expeditor

Flow Control GroupSanta Ana, CA
10dOnsite

About The Position

Position Summary : Provide exceptional customer service throughout the quote and order process. Working in a team to support a geographical territory, you will be communicating with customers regarding pricing, lead-times, order processing, status, and other customer service-related functions. Communication must be accomplished with a high degree of professionalism and customer focus that portrays our commitment to meeting the needs of our customers. Tasks / Responsibilities (To include, but not limited to): Regularly review open order reports to find delivery delays, work with suppliers for status, and update customer(s). Includes daily updates for stock and direct orders in ERP system and update open order status, ship dates on POs and expedite where necessary. Save acknowledgements and link in ERP Notify Purchasing/CSRs if part number, price, shipping details or ship date do not match ERP system Review Order Lines Portal Promise Dates and update open sales orders and notify CSR Review Direct Ship PO Portal Date Due and update open POs and sales orders Team up with an outside salesperson to build customer relationships within your territory Provide timely and accurate quotes to customers with information provided by the outside salesperson or a direct request from the customer Process orders following Clayton Controls and ISO guidelines Assist customers in resolving questions, including status of orders and expedite requests Utilize our suppliers, their websites, and in-house technical support to answer customer inquiries about our products Work with the Accounting team to resolve customer credit issues Respond to all customer calls and e-mails professionally and efficiently

Requirements

  • Excellent written and verbal communication skills
  • Organized, detail-oriented, multi-tasker, adaptable, positive
  • Excellent phone etiquette
  • Proficient computer skills, including the Microsoft Office Suite
  • Customer Service Management system experience a must
  • High School Diploma or equivalent required
  • 1-3 years of customer service experience

Nice To Haves

  • 3-5 years of experience preferred

Responsibilities

  • Regularly review open order reports to find delivery delays, work with suppliers for status, and update customer(s). Includes daily updates for stock and direct orders in ERP system and update open order status, ship dates on POs and expedite where necessary. Save acknowledgements and link in ERP
  • Notify Purchasing/CSRs if part number, price, shipping details or ship date do not match ERP system
  • Review Order Lines Portal Promise Dates and update open sales orders and notify CSR
  • Review Direct Ship PO Portal Date Due and update open POs and sales orders
  • Team up with an outside salesperson to build customer relationships within your territory
  • Provide timely and accurate quotes to customers with information provided by the outside salesperson or a direct request from the customer
  • Process orders following Clayton Controls and ISO guidelines
  • Assist customers in resolving questions, including status of orders and expedite requests
  • Utilize our suppliers, their websites, and in-house technical support to answer customer inquiries about our products
  • Work with the Accounting team to resolve customer credit issues
  • Respond to all customer calls and e-mails professionally and efficiently
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