Customer Service & Inside Sales Representative
· Serve as a primary point of contact for routine customer questions and requests, providing timely and professional follow-up.
· Review incoming purchase orders for pricing, quantities, part numbers, delivery requirements, and other order details; escalate discrepancies or exceptions for review.
· Enter and process customer orders, issue order acknowledgments, and confirm acceptance or required changes with customers.
· Monitor open orders, releases, forecasts, and demand changes; identify items requiring internal action or customer communication.
· Provide customers with accurate updates regarding order status, production timing, shipments, and delivery schedules.
· Prepare and distribute open-order reports and review order status, forecasts, and future demand with customers as needed.
· Coordinate customer requirements and open issues with Sales, Production, Shipping, Quality, Accounting, and other internal departments.
· Support release management, shipment scheduling, quantity confirmations, and delivery adjustments.
· Prepare and distribute customer surcharge documentation in accordance with established pricing and internal direction.
· Monitor outstanding quotations and maintain internal quote documentation, review folders, meeting records, and quote status information.
· Maintain accurate customer contacts, part information, pricing, specifications, account history, and completed quote, order, and customer documentation in HubSpot and internal systems.
· Participate in customer meetings, business reviews, and scheduled account calls as requested.
· Provide customer, order, forecast, pricing, and other relevant account information to internal departments as requested.
· Perform other customer service and administrative duties as assigned.
· Strong organizational skills, attention to detail, and ability to manage multiple priorities.
· Professional written, phone, and email communication skills.
· Ability to communicate effectively with customers and internal departments across varying levels of technical knowledge.
· Experience in order management, customer service, or manufacturing is preferred.
· Interest in and aptitude for learning manufacturing processes, technical terminology, and product requirements.
· Proficiency with Microsoft Office and the ability to learn CRM, ERP, and other internal systems.
· Ability to work independently.