Responsibilities
• Answer telephone calls; properly route inquiries.
• Receive and accurately enter orders into Quickbooks.
o Send confirmation to customers.
o Create pick lists for warehouse/production staff.
o Coordinate pick-up/delivery to customers.
o Update customer portals as necessary.
• Manage assigned customer base:
o Maintain communications, update pricing, etc.
• Manage all Accounts Receivable; issue statements; follow-up; create progress reports.
• Obtain freight quotes and arrange freight as necessary.
• Manage new customer onboarding process.
o Obtain and retain forms.
o Process credit inquiries
o Set up customers in QuickBooks.
• Targeted sales efforts with assigned customers (ability to earn commission)
• Assist with web order processing and shipment.
• Prepare and present reports regarding customer service levels, issues, new product launches, etc. Manage supply inventories including:
o Breakroom
o Office Supplies
o Sample Warehouse
o Webstore
Manage internal product transfers:
o Product ordering and receipt from co-manufacturers
o 3PL service providers Act as back-up for other staff as necessary.
Other miscellaneous duties as directed by Management.
Requirements:
Familiarity with QuickBooks Enterprise Desktop
Demonstrable proficiency in Microsoft Office including Outlook, Excel, Word
Detail, goal-oriented, and customer-centric methodologies and practices
3-5 years of customer service experience; particularly via phone and email
Strong mathematical abilities
Effective and efficient communication skills
CRM and Sales experience a plus Bi-lingual (English/Spanish) a plus
Work Environment: On-site office setting; mostly seated position. Heavy computer usage. Occasional work may be required in support of warehouse operations.
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