Customer Service Specialist

Job Purpose:
• Prepares and enter Sales Orders by identifying and interpreting data to be entered.
• Triage request and send to other staff where applicable.
• Work with Customers to resolve order issues, following protocols. Files all document communications, calls interactions, problems, and resolutions.
• Manages special orders for OSS (On Site or In House Assembly) and various large contract orders.
• Quoting small Direct Projects
• Lead Follow ups from Trade Shows
• Documentation - Training Guidelines
• Direct Sales Support - Various Request to meet the needs of Direct Sales
• Technical Product Support
• Channel Partner

Job Responsibilities include, but not limited to:
• Keeps track of received orders to be processed
• Contacts Account manager of source documents to resolve questions, inconsistencies, or missing data
• Data entry on the SAGE500 Sales/Quote Entry System. Enters numeric data from source documents into computer following format displayed on screen,

and enters necessary codes such as Customer Account Code, ship via, FOB and required dates
• Confirms accuracy of data such as total sales amount, quantities, part numbers, bill to, ship to addresses contact name, ship via, ship payment terms and

ship account #'s, related account instructors
• Compares data entered with source documents i.e., Customer purchase order to detect errors
• Reviews and makes necessary corrections to information entered before confirming to Customer
• Processes various orders from different Customer accounts
• Assists in establishing and maintaining an effective and efficient records management system SAGE500/CRM.
• Contributes to a team effort and accomplishes related results as required.
• Maintains confidential information
• Performs general clerical duties such as typing, answering phones, etc.
• Perform other job-related duties as assigned
• Assist GCX Customer Service Representatives (CSR) with difficult Cases.

Requirements:
• Knowledge of records management procedures, SAGE500/CRM preferred.
• Knowledge of assigned program activities guidelines and processes
• Ability to operate various work-processing software, spreadsheets, and database programs.
• Maintain confidentiality.
• Interact and maintain good working relationships with individuals of varying social and cultural backgrounds.