Supports sales reps, project managers, and customers by managing key pre-/post‑sales and pre‑installation tasks. Project manages critical Customer Service initiatives and leads process‑improvement efforts. Guides Customer Service Associates and provides workload backup to maintain service levels. Collaborates with Sales and Customer Service leadership to track and help achieve monthly and annual sales goals. Creates, maintains, and trains team members on Customer Service standard work and process documentation. Uses CRM/ERP tools to accurately enter, validate, and troubleshoot orders, quotes, and customer data. Coordinates parts shipments, pickups, RMAs, returns processing, and provides product/price/availability information. Researches and resolves customer, sales, and operations issues by reviewing orders, documentation, and cross‑functional feedback. Participates in cross‑functional meetings/huddles and analyzes team metrics to ensure service‑level compliance.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees