Blueprints, Business Solutions, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Customer Support/Service, Detail Oriented, ERP (Enterprise Resource Planning), Establish Priorities, Forklift, Health Insurance, Multitasking, NetSuite ERP, Order Picking/Packing, Order Processing, Order/Customer Fulfillment, Presentation/Verbal Skills, Problem Solving Skills, Sales, Sales Management, Time Management
Client Order Fulfillment Specialist (ERP/CRM)
It’s 7:00 a.m. at our Port St. Lucie branch. You open your inbox, scan new requests in the CRM, and greet a customer who just walked in needing a quick quote. By 7:15, you’ve answered a product question over the phone, built a quotation, and entered a confirmed order into the ERP system. Before lunch, you’ve coordinated with the sales manager to fast-track a priority order, checked stock, printed a pick ticket, and safely helped stage materials—forklift at the ready. Through it all, you keep a friendly, empathetic tone that turns first-time buyers into long-term partners.
What You’ll Do
- Be the first point of contact for customers—phone, email, and walk-in—and provide prompt, accurate information on products and services.
- Create quotes and enter sales orders into the ERP system for timely processing.
- Collaborate closely with the sales manager to ensure needs are met and customers leave satisfied.
- Build strong relationships by listening carefully and following through on commitments.
- Support order fulfillment, including safe forklift operation and assisting with loading as needed.
What You Bring
- Hands-on ERP experience and comfort navigating modern business systems.
- Strong customer service mindset with clear, professional written and verbal communication.
- Proven problem-solver who can identify the best path to meet each customer’s needs.
- High attention to detail and organization.
- Forklift experience and the ability to lift up to 75 lbs.
Qualifications
- Experience working within ERP systems.
- Outstanding customer service and communication skills.
- Ability to multitask and prioritize in a fast-paced setting.
- Detail-oriented with strong planning and prioritization skills.
- Comfort handling multiple high-priority issues simultaneously.
Preferred
- Background in the fence, shutter, or aluminum industry.
- Familiarity with NetSuite ERP and HubSpot CRM.
- 2–3 years of sales or customer service experience.
- Exposure to blueprint takeoffs.
Benefits
- Health insurance (medical, vision, dental, life)
- Paid time off
- 401(k)
Location & Schedule
- Initially based at our Port St. Lucie branch
- Monday to Friday, 7:00 a.m. to 4:00 p.m.
If you love helping people, thrive in structured systems like ERP/CRM, and enjoy seeing orders move from idea to delivery, this role is for you.