Customer Service Representative
Job Description
JOB SUMMARY: This role bridges customer service with sales and operations. The Customer Service Representative will support dedicated members of the sales team by managing communications with clients, handling inquiries from new leads, and ensuring an exceptional customer experience throughout the sales cycle. This individual must proactively identify opportunities to upsell or cross-sell, assist with client relationship management, and contribute to achieving team sales goals. A successful candidate will have experience in sales-driven environments or customer service roles that involve sales elements. ESSENTIAL DUTIES and RESPONSIBILITIES:
Act as the primary liaison between the assigned sales representative, clients, and the internal teams, ensuring seamless communication. Assist in generating and presenting tailored quotes for new and repeat projects. Analyze and manage gross margins and pricing structures to support sales targets and profitability. Manage order processing, approvals, and fulfillment in alignment with customer expectations and company standards. Collaborate with business development, scheduling, operations, and shipping teams to meet client delivery requirements. Support lead management efforts by handling initial inquiries, qualifying leads, and routing them appropriately. Utilize the Customer Relationship Management (CRM) platform to track sales progress, maintain client records, and document all communications. Assist in the development of presentations or proposals for client and internal reviews. Participate in and contribute to sales strategy meetings, providing customer feedback and market insights. Support sales and accounting teams in collection efforts as needed. Track and report on KPI’s for sales and customer service success. Perform other duties as assigned, particularly those aimed at supporting sales growth and client satisfaction.
QUALIFICATIONS:
Working knowledge of Excel and Word. Mac experience is a plus. Manufacturing and CRM experience preferred. Proven ability to manage client expectations and maintain high levels of satisfaction. Keen ability to multitask while displaying a strong attention to detail is essential. Customer-Centric Approach: A focus on understanding customer needs and enhancing satisfaction. Sales Mindset: Ability to recognize sales opportunities and contribute to revenue growth. Team Collaboration: Ability to work closely with sales representatives and internal teams to drive success. Strong written and verbal communication skills. Strong problem-solving skills. Ability to work effectively either as a team member and independently. Ability to work overtime as necessary.
EDUCATION and/or EXPERIENCE: AAS college degree and 2 years of customer service experience preferred. Minimum HS Diploma/GED with 1 year of experience are required. LANGUAGE SKILLS: Ability to read and comprehend instructions. Ability to write correspondence. Ability to effectively present information to customers, clients, and other employees of the organization. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to create and interpret bar graphs. REASONING ABILITY: Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to deal with problems involving a few concrete variables in standard situations. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. This position requires the individual to work with production team members which includes being exposed to moving production equipment. SCHEDULE: This is a Monday-Friday position, full time, with general working hours 8am-4:30pm. #J-18808-Ljbffr