Customer Service Representative/Engineering/SPECIALIZED RECRUITING
Located in Arlington, TX
This role reports into the Engineering Division in support of the sales lifecycle, including quoting, purchasing, customer communication and project tracking and completion reports.
The CSR has three primary stakeholders: sales representatives, equipment suppliers and customers; coordinating activities among these three stakeholders for the duration of the sales cycle.
The CSR partners with the Services Manager to ensure timely processing and scheduling of technical services personnel.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepare Engineering Division quotes in Sales Force, working with account managers and engineers
Create Sales Orders in Microsoft Dynamics; review and reconcile to ensure order is complete
Receive POs from customers, verify PO and Order confirmation match; Update Salesforce and customer files with order information
Works directly with vendors to place equipment orders
Work with Accounting to ensure credit has been checked; work with sales representatives, Credit Manager, and customers to resolve credit issues
Track vendor machine orders and update Sales Force timely
Notify Accounting when to invoice customer for progress payments
Maintain overall project schedule for each assigned customer
Communicate project progress, delays or issues with key stakeholders.
Provide solutions to customer inquiries by researching files, tracking orders, and communication with vendors and sales team
Create Job Folders for each machine order to provide accurate documentation
Work closely with the Services manager to resolve customer and vendor issues in a timely fashion
Provide equipment shipping information to the Services Manager to schedule installations.
Prepare daily, weekly, and monthly reports and analytics as requested.
Maintains records for used inventory, demo inventory, consignment inventory, loaner/rental equipment
Backup to Parts department for customer orders.
Performance goal: Timely invoicing of customers to reduce the number of days between vendor payments and customer payments.
Performance goal: Customer satisfaction ((timely response, knowledge of the customer account, ability to be responsive to needs of customer)
Performance goal: Sales representative satisfaction (timely response, knowledge of the customer account, ability to be responsive to needs of sales person)
General: Excellent attention to detail
Works well in a team environment
Maintains a high level of business courtesy and etiquette when interacting with Customers, Vendors, and Sales representatives
Demonstrated time management and multitasking skills
Willingness to work additional hours as necessary
Bilingual in Spanish not required but desired
Authorized to work in the U.S.
Must be at least 18 years of age
Education/Experience: 4 years Customer Service experience
Knowledge of industrial equipment preferred but not required
2-4 years of college completed in relevant degree area.
Computer Skills: Proficient in Microsoft Office Programs
Proficient with Project Management / Cloud-based team software such as Zoho, Salesforce PM, Microsoft PM
Express Office: Arlington (Dallas Metro)
3701 South Cooper Street
Arlington, TX 76015