Customer Service Inside Sales

POSITION SUMMARY:

Representatives interact with the Company’s customers to provide information about the organization’s products and services, respond to customer inquiries

MAJOR RESPONSIBILITIES:

• Regularly reviews open order and sales reports
• Process customer orders in a timely manner by entering sales orders, work orders and purchase orders
• Provide quotes as requested by customers
• Maintain or create work orders, internal work order processes and closure.
• Ability and knowledge of order processing, invoicing processes and credit memo.
• Assist customers in resolving order status and logistical questions and problems.
• Answer application questions on product lines that we carry, assist with complex problems or system design issues
• Ability to fully apply and design non-engineered hydraulic systems utilizing supplier databases as required
• Maintain in-depth knowledge of product lines sold by CPI and general knowledge about competing product lines including new product lines
• Enter new customer information and maintain current customer information in computer database (Prelude)
• Issue RGA’s for customer returns
• Work with vendors to acquire pricing and technical information as needed and expedite customer orders
• Select components, load part numbers, integrate systems and order components for hydraulic systems.
• File customer purchase orders and other correspondence to maintain appropriate records
• Working knowledge of supplier portals and application of product applications.
• Develop Positive working relationships with regular customers on the phone, in person and in joint calls with outside sales personnel

EDUCATION/EXPERIENCE:

• High school diploma or GED
• Must be 18 years of age or older
• Minimum 5 years of application support
• Hydraulic product application preferred
• Fluid Power certification preferred

Requirements

Skills & Qualifications

• Must be able to effectively communicate in both verbal and written formats
• Highly organized with good follow through.
• Proficient in the use of office equipment including copier, scanner and fax
• Works independently and is able to prioritize workload appropriately