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Customer Service Representative
Concord, ON, CAPosted 3 days ago
onsite
Job Description
We are looking for a highly motivated, energetic, and detail-oriented individual to join our newly formed Customer Service (CS) team, where our focus is to enhance the customer experience by handling order entry, following up on factory requests and invoicing orders to our customers. As the Customer Service Representative, you will manage a varied group of customers, building and maintaining strong relationships to grow and strengthen our business. With a customer-obsessed mindset, you will oversee the end-to-end inquiry to order process, ensuring exceptional service at every stage of the transaction—from initial quotation through order entry, confirmation, tracking, and resolution of any issues post-delivery. You will be the key liaison between customers and internal teams, ensuring customer needs are met efficiently and accurately while following standard operating procedures. What you’ll be doing • Serve as the primary point of contact for customers, addressing inquiries, resolving concerns, and delivering superior service. • Proactively communicate with our customers on a wide array of needs. Communicate changes to product lead times, inventory availability, or other order-related updates to customers and internal teams. • Directly enter customer orders into the ERP system (Microsoft AX/Dynamics), ensuring all data is accurate, complete, and up-to-date. • Process credit card payments and support financial operations for efficient customer account setup and issue resolution. • Collaborate and liaise with internal teams to ensure the customer’s needs are prioritized and followed up on. • Monitor and maintain delivery timelines to ensure alignment with customer expectations. • Provide timely and accurate order status updates, including shipment tracking information, as requested by customers. • Assist in the preparation and follow-up of customer quotations, ensuring accuracy and alignment with customer requirements. Follow-up with customers and/or Sales on quoted product with intent to order. • Proactively identify and resolve order discrepancies, working closely with the warehouse and operations teams. • Maintain and update sales agreements, pricing, and customer information in the ERP system and relevant databases. • Participate in continuous improvement initiatives to streamline processes and enhance customer satisfaction. • Provide support for online customer interactions, including WebChat/Teams, ensuring a consistent and professional experience. • Attend team meetings, training sessions, and workshops to enhance professional knowledge and contribute to organizational success. • Ensure customer records, including contacts, addresses, and account information, are accurate and up to date in the CRM/ERP system. • Support data cleanup initiatives to enhance data integrity and prepare for future integration and system improvement projects. • Perform other duties as assigned or directed by the manager. Who you’ll be working with · External customers and distributors · Sales Engineers, Application Engineers, Warehouse Associates, Supply Chain Analysts, Accounts Receivable Representatives, Global factory contacts This is what you’ll need to be successful in this role • Minimum of 4+ years in B2B customer service, inside sales, or a related field. • Exceptional oral and written communication skills to effectively interact with internal and external stakeholders. • Must be willing to build a relationship with customers, which includes speaking over the phone or by email as needed. • A proactive and solution-oriented mindset with strong analytical skills to resolve issues efficiently. • High level of accuracy and organizational skills to ensure error-free order entry and customer data management. • Proficient in Windows applications and Microsoft Office programs (Word, Excel, Outlook, Teams) and experienced in CRM/ERP systems, preferably Microsoft AX/Dynamics. • Professionalism and proven track record showing the ability to build and maintain strong customer relationships. • Strong ability to prioritize tasks and manage multiple responsibilities in a fast-paced environment. • Familiarity with standard operating procedures and commitment to upholding them. • Energetic personality with strong communication and interpersonal abilities to collaborate across teams internally and externally. • Attention to detail and a proactive problem-solving approach.