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CSR-V - Order Management

Key Responsibilities

  • Accurately enter and validate customer orders in Salesforce and Citrix-based systems.
  • Monitor order status and ensure timely fulfillment.
  • Respond to customer inquiries via phone, email, or chat regarding order status, product availability, and delivery timelines.
  • Resolve order-related issues promptly and professionally using Salesforce case management.
  • Collaborate with logistics, inventory, and operations teams to ensure seamless order flow.
  • Escalate complex issues through Salesforce workflows and Citrix tools when necessary.
  • Maintain accurate records of customer interactions and order details in Salesforce.
  • Generate reports on order status, delays, and customer feedback using CRM dashboards.
  • Adhere to company policies, service level agreements (SLAs), and quality standards.
  • Ensure compliance with data privacy and security guidelines.

Qualifications

  • High school diploma or equivalent; college degree preferred.
  • 1–2 years of experience in order management, customer service, or related field.
  • Proficiency in Salesforce CRM and Citrix-based tools.
  • Strong communication, multitasking, and problem-solving skills.

See also

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