Customer Service Representative

Backup Support for Inside Sales Team

· Manage Assigned House Accounts

· Sage System Management:

· Data entry

· Add/remove items in orders

· Update shipping details (e.g., address, shipping method, ship date, cancel date, backorders)

· Verify payment methods per order (e.g., credit card, wire transfer)

· Confirm promotional order types

· Release orders

· Follow up on orders to ensure they are ready and invoiced. Provide Tracking information.

· Edit customer information and add important documents/notes to customer profiles

· Phone Support – Answer incoming calls and assist customers

· Returns Management – manage return claims:

Complete claim forms and gather supporting documents

· Shipment Coordination:

Schedule LTL shipments and obtain quotes

Process shipment labels (UPS, FedEx, etc.)

· Will Call Assistance:

Release orders to in-person client, process invoices, charge credit cards

· Report Navigation:

· Update reports, marketing, inventory, sales

Package receiving and scanning

Help with gate access to clients/employees