Customer Service Specialist

GCX Healthcare SolutionsEl Paso, TX

About The Position

This role is responsible for preparing and entering Sales Orders, triaging requests, and resolving customer order issues. The specialist will manage special orders, quote small direct projects, and follow up on leads from trade shows. They will also be involved in creating training guidelines, providing direct sales support, and offering technical product support. Additionally, the role involves supporting channel partners and assisting Customer Service Representatives with difficult cases.

Requirements

  • Knowledge of records management procedures, SAGE500/CRM preferred.
  • Knowledge of assigned program activities guidelines and processes
  • Ability to operate various work-processing software, spreadsheets, and database programs.
  • Maintain confidentiality.
  • Interact and maintain good working relationships with individuals of varying social and cultural backgrounds.

Responsibilities

  • Keeps track of received orders to be processed
  • Contacts Account manager of source documents to resolve questions, inconsistencies, or missing data
  • Data entry on the SAGE500 Sales/Quote Entry System. Enters numeric data from source documents into computer following format displayed on screen, and enters necessary codes such as Customer Account Code, ship via, FOB and required dates
  • Confirms accuracy of data such as total sales amount, quantities, part numbers, bill to, ship to addresses contact name, ship via, ship payment terms and ship account #’s, related account instructors
  • Compares data entered with source documents i.e., Customer purchase order to detect errors
  • Reviews and makes necessary corrections to information entered before confirming to Customer
  • Processes various orders from different Customer accounts
  • Assists in establishing and maintaining an effective and efficient records management system SAGE500/CRM.
  • Contributes to a team effort and accomplishes related results as required.
  • Maintains confidential information
  • Performs general clerical duties such as typing, answering phones, etc.
  • Perform other job-related duties as assigned
  • Assist GCX Customer Service Representatives (CSR) with difficult Cases.
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