Customer Account & Operations Coordinator

Located in Waukesha, WI

Salary: $20-25/BOE

 

Description:

To coordinate and achieve daily tasks related to Customer Account Management, Order Processing, and Customer Service.

 

• Think
• Be respectful and candid.
• Be professional in conduct, communication, and dress.
• Adhere to and promote all company policies.
• Understand and follow quality standards and objectives.
• Perform at a level to ensure the meeting of customer delivery requirements.
• Maintain a positive work environment.
• Promote continuous improvement efforts in all facets of the facility.
• Understand and utilize ERP system as it pertains to Customer Orders.
• Support the mission statement, the quality policy, the business plan, and all other company initiatives.
• Be responsive to both internal and external customers.
• Operate in a team environment, conveying a positive attitude.

Functions / Responsibilities:

• Process customer purchase orders (POs) accurately and efficiently.
• Serve as the primary point of contact for assigned customers.
• Confirm order details, pricing, and ship dates with customers.
• Review inventory levels to ensure orders meet requested due dates.

Communicate order status, delays, or changes to customers in a timely manner.

• Review pricing and escalate discrepancies for requotes as needed.
• Provide customers with required documentation, including certifications and packing slips.
• Upload or confirm shipments in customer portals as required.
• Print and distribute daily work orders.
• Perform daily cycle counts of finished goods inventory locations.
• Scan and organize Bills of Lading (BOLs), certifications, and First Article Inspections (FAIS).
• Maintain monthly bulletin board updates.
• Coordinate company events and team activities as needed.

 

• Work closely with Management to meet On Time Delivery requirements. Work closely with internal departments to resolve order constraints and improve workflow.

 Assist in training new associates as needed.

• Achieve work assignments to meet internal and external requirements.
• Maintain a safe, clean, organized, and efficient work environment. Fill in for alternate key areas of the facility as needed.

Experience:

2+ years of Customer Service, Order Processing, or Inside Sales experience preferred.

Physical Requirements:

• Sit/stand/walk for extended periods of time.
• Work around other individuals.
• Ability to respond quickly to sounds.

PPE Required:

Wear all PPE correctly when and as required.

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