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Customer Service Specialist-Sales Operations

Compass Consulting Group Berkeley, CA
  • Posted: 29 days ago
  • Full-Time
  • Benefits: Vision, Medical, 401k, Dental

As a key member of the Sales Operations team, the Customer Service Associate will be responsible for ensuring timely and accurate order entry, manage order fulfillment and service operations. This cross-functional position touches all aspects of the business from Sales, Marketing, Service & Support, Operations to Finance and contributes to the company’s ability to meet sales goals while providing exceptional customer experience. The candidate should have strong communication skills and be able to remove roadblocks while providing quick resolution for customer and internal teams.

REQUIRED EXPERIENCE/SKILLS:

  • Coordination and administration of all aspects of Order Entry, Order Fulfillment, Credit/Rebill, Case/Complaint Creation, Contract and Backlog Management including but not limited to the use of multiple systems (CRM, ERP, MS Office Suite, etc)
  • Coordinate with Operations team to determine available inventory level while conferring with the logistics team on shipment tracking records
  • Review orders for accuracy and completeness according to business process and procedures
  • Files copies of orders received, post orders on record
  • Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined policies, procedures and practices to determine appropriate action.
  • Builds productive collaborative working relationships both internally and externally.
  • Understands and applies best practices and knowledge of internal/external business challenges to improve processes or services.
  • May support Key Accounts, projects or other duties as assigned to meet business needs.

REQUIRED EXPERIENCE/SKILLS:

  • Bachelors degree or equivalent year of experience required
  • 2+ years of customer support experience or sales administration
  • Strong written and verbal communication skills
  • Experience working in CRM such as NetSuite, SalesForce or MS D365
  • Proficient knowledge of MS Office suite

PREFERRED EXPERIENCE/SKILLS:

  • Experience working in ERP systems such as MS GP, Oracle or SAP
  • Proficient data analysis skills; experience with data-mining software (e.g. Tableau, Spotfire) is desired

Compass Consulting Group

Why Work Here?

Constantly looking for great talent to help clients succeed!

The Compass Group is a management consulting and search firm comprised of seasoned industry executives who care deeply about helping our clients meet their goals. We ensure our business partners not only have a sound strategy, but one where their teams can execute in the real world. Serving the biotech, pharmaceutical and medical products industries, Compass focuses in two critical arenas: Strategic Consulting & Staffing and Search.

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