Client Services Advisor/Order Entry-Alpharetta

Duluth GA

09 March, 2021

8:36 AM

Description

Client Services Advisor (CSA) reports directly to the CSS and will work directly with other company employees, customers, business partners, and vendors. The CSA provides pricing, customer support and superior communication to ensure prompt delivery of products and services to customers and end users. This person will assist with daily sales orders, reporting, and administrative tasks. This person must ensure the accuracy and timeliness of all order entry, repair and advanced exchange orders in the multiple data entry systems. The CSA must be able to work as a team player in a fast paced, high stress environment efficiently and professionally. Essential Job Functions: · Assist the sales team by entering orders in a timely and efficient manner. · Process Repair Orders and RMA's for customer's defective equipment and determine billing options using proprietary software system. · Provides product, promotion, and pricing information by clarifying customer request; selecting appropriate information; forwarding information; answering questions. · Research and respond to Receiving Department for unresolved equipment issues. · Create monthly software and/or warranty renewal sales orders. · Maintain and update customer shipping and receiving log. · Create customer credit memos and/or customer refund checks. · Resolves order and inventory problems by investigating data and history; identifying alternate means for filling orders; notifying account executive. · Handles evaluation units by entering evaluation sales orders, arranging shipment; notifying customer. · Process sales order based on end user equipment purchase. · Obtain credit card information for payment processing. · Record serial numbers and shipping information in proprietary software system. · Communicate daily with customers via email and/or phone professionally in a courteous manner. · Update accounting and sales records with customer changes. · Follow up with customers to ensure an optimal customer experience. · Learn our front desk phone system and relieve reception for breaks and lunch daily. · Must be able to display professionalism while using our intercom system. Education and Skill Requirements: · 2-3 years customer service experience. · Experience using ERP system required, Acumatica ERP experience preferred. · Intermediate excel skills. · Superior attention to detail and ability to multi-task efficiently under pressure. · Desire to provide exceptional customer service internally and externally. · Excel at problem-solving and anticipating needs of customers and Account Managers. · Possess strong interpersonal skills, as well as written and oral communication skills. · Critical data entry accuracy, organizational and time management skills. · Works effectively on a team in a time sensitive environment. · Ability to lift 15 lbs. Call or Text Melissa today for more details, 678-393-9313