Customer Service Specialist – K-12 School Business & Order Management
About The Position
Customer Service Specialist – K-12 School Business & Order Management Position Summary: The Customer Service Specialist supports K-12 school customers by managing orders, resolving inquiries, and ensuring a seamless customer experience from order placement to delivery. This position serves as the key liaison between schools, sales teams, and internal departments to ensure accuracy, timeliness, and high-quality service for all K-12 business accounts. Responsible for inputting all daily activity into CRM and planning against all top-priority customers.
Requirements
- High school diploma or equivalent required; associate or bachelor’s degree preferred.
- 2+ years in customer service, account management, or order processing — preferably in K-12, education, or foodservice industries.
- Excellent communication and relationship-building skills.
- Strong attention to detail and accuracy in order management.
- Proficiency with Microsoft Office, CRM, and ERP systems.
- Ability to manage multiple priorities in a fast-paced environment.
Nice To Haves
- Familiarity with school district purchasing, bids, or government procurement (a plus).
Responsibilities
- Serve as the primary contact for K-12 school accounts, handling inquiries via phone, email, and online systems.
- Manage the full order process — including entry, verification, tracking, and issue resolution.
- Ensure purchase orders, quotes, and invoices align with district purchasing requirements and bid contracts.
- Maintain strong relationships with school administrators, food service directors, and district procurement teams.
- Monitor delivery schedules and coordinate with logistics or production teams to ensure on-time fulfillment.
- Proactively identify and resolve order or billing discrepancies.
- Support seasonal or program-specific ordering cycles (e.g., back-to-school, summer programs).
- Maintain accurate customer records and documentation in CRM or ERP systems.
- Collaborate cross-functionally with Sales, Operations, and Finance to support customer needs and company goals.
- Provide feedback on recurring customer issues and suggest process improvements.
Benefits
- Health & Wellness: Medical and dental insurance plans
- Supplemental insurance, short/long term benefits (self-paid)
- 401(k) Retirement plan
- Employee Stock Ownership Plan
- Paid Time Off & Company Holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
