Order Operator Specialist

Daniels Health•East Troy, WI

About The Position

The Order Operator Specialist owns the front-end sales operational loop and supports the warehouse’s physical efficiency. The role manages incoming sales transactions, purchase order fulfillment, digital B2B EDI routing, customer onboarding documentation, customer enquiries, and execution records. It also supports shipping, returns, procurement, CRM reporting, and operational tasks as needed. The position calls for someone organized, detail-focused, adaptable, and committed to resolving customer issues and improving processes. Daniels Health & Sharpsmart provides safety systems and medical waste collection and treatment services for healthcare customers, with a focus on safety, infection control, and reducing environmental burden. The company is an equal opportunity employer and conducts background checks and drug testing after an offer. AI tools may assist parts of the hiring process, but final hiring decisions are made by people.

Requirements

  • Ability to multitask and meet multiple monthly deadlines across varied functions.
  • Exceptional Microsoft Office skills, particularly Excel and PowerPoint; intermediate to advanced computing skills are also requested.
  • Familiarity with CRM tools.
  • Strong written and verbal communication skills and disciplined record-keeping.
  • Strong attention to detail when checking work quality and accuracy.
  • Self-motivation, initiative, discipline, and problem-solving skills, including the ability to leverage a team to resolve customer issues.
  • Ability to build and strengthen relationships and promote a customer-service-focused culture.
  • Flexibility and adaptability, with the ability to prioritize changing work.
  • Ability to lead and motivate a team while modeling ethics and respect for others.
  • Ability to describe examples of leadership in a previous role.
  • Ability to work weekends, holidays, or flexible hours as production demands require.
  • Proven experience improving processes and procedures.
  • At least 1 year of administrative and customer service experience in retail, hospitality, or a corporate setting is described as beneficial; at least 2 years is also listed as a consideration.

Nice To Haves

  • Zoho CRM experience.
  • Salesforce experience.
  • Administrative and customer service experience in retail, hospitality, or a corporate setting.

Responsibilities

  • Fulfill purchase orders and help ensure on-time product delivery.
  • Interact with customers regarding new and existing business.
  • Manage customer service enquiries and processing.
  • Use common-sense judgment to resolve customer issues.
  • Manage CRM information to support sales leaders and staff in analyzing key performance indicators.
  • Manage third-party shipping, including setup, quotes, and customer delivery estimates.
  • Manage product returns.
  • Support the procurement officer with supplier orders and other procurement initiatives.
  • Support ad hoc operational duties as required by the production leader.
  • Handle customer onboarding packets and maintain accurate execution logs.
  • Assist with small office projects and tasks.
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