CUSTOMER SERVICE

The Helmsman Group LLC

  • Louisville, Kentucky
  • 3 days ago

    Highlights

    This position processes customer orders accurately, provides product and pricing information, coordinates with internal departments, resolves order-related issues, and ensures a positive customer experience. The Customer Service Representative — Sales & Order Support is responsible for supporting customers throughout the sales and order process, from product inquiries and order placement through fulfillment and post-sale support.

    Numbers & Facts

    LocationLouisville, Kentucky

    Description

    Job Title: Customer Service Representative

    Job Type: (Remote)

    Job Summary

    The Customer Service Representative — Sales & Order Support is responsible for supporting customers throughout the sales and order process, from product inquiries and order placement through fulfillment and post-sale support. This position processes customer orders accurately, provides product and pricing information, coordinates with internal departments, resolves order-related issues, and ensures a positive customer experience.

    Key Responsibilities

    • Respond to customer inquiries regarding products, services, pricing, availability, promotions, and order status.

    • Assist customers with product selection based on their needs, preferences, and requirements.

    • Process new customer orders accurately through phone, email, online platforms, CRM systems, or order management systems.

    • Verify customer information, product details, quantities, pricing, shipping information, discounts, and payment terms.

    • Review orders for accuracy and completeness before submitting them for fulfillment.

    • Enter and maintain accurate customer and order information in CRM and order management systems.

    • Provide customers with order confirmations, invoices, shipping information, and other required documentation.

    • Monitor order status from placement through fulfillment and delivery.

    • Coordinate with Sales, Warehouse, Logistics, Shipping, Billing, and Operations teams to ensure timely order fulfillment.

    • Track backorders, delayed shipments, product availability, cancellations, returns, and exchanges.

    • Resolve order discrepancies involving pricing, quantities, products, shipping, billing, or delivery.

    • Process approved order changes, cancellations, returns, credits, refunds, and replacements.

    • Follow up with customers regarding pending orders, backorders, delayed shipments, or other open issues.

    • Provide accurate product and service information while identifying opportunities for upselling and cross-selling.

    • Support sales representatives with quotes, order entry, customer documentation, and order follow-up.

    • Maintain accurate customer records, sales information, order history, and communication records.

    • Respond promptly to customer questions and provide regular updates on order progress.

    • Escalate complex pricing, inventory, fulfillment, billing, or customer issues to the appropriate department or supervisor.

    • Monitor open orders and proactively identify issues that could affect customer satisfaction or delivery timelines.

    • Maintain knowledge of products, services, pricing structures, promotions, sales policies, and order procedures.

    • Ensure all customer and order information is handled securely and confidentially.

    • Meet established customer service, order accuracy, response-time, productivity, and service-level targets.

    • Identify recurring order issues and recommend improvements to sales and order-processing procedures.

    • Participate in training, quality assurance, customer service reviews, and process improvement initiatives.

    Qualifications

    • High school diploma or equivalent required.

    • Associate or bachelor's degree in Business Administration, Sales, Marketing, or a related field preferred.

    • 1–3 years of experience in customer service, sales support, order processing, inside sales, or a related role.

    • Strong customer service and communication skills.

    • Excellent attention to detail and data-entry accuracy.

    • Experience processing customer orders and maintaining customer records.

    • Strong organizational and time-management skills.

    • Ability to manage multiple orders, customers, and priorities simultaneously.

    • Basic proficiency with Microsoft Office, particularly Excel and Outlook.

    • Experience with CRM, ERP, or order management systems preferred.

    Preferred Qualifications

    • Experience with Salesforce, Microsoft Dynamics, SAP, Oracle, NetSuite, or similar systems.

    • Experience in sales administration, order management, or customer account support.

    • Knowledge of inventory, shipping, fulfillment, and billing processes.

    • Experience preparing quotes, sales orders, invoices, or customer documentation.

    • Experience with e-commerce or online order management systems.

    • Experience handling returns, exchanges, refunds, and product replacements.

    • Experience with upselling and cross-selling.

    • Bilingual or multilingual communication skills where required.

    Key Skills

    • Sales & Order Support

    • Customer Service

    • Order Processing

    • Order Management

    • Sales Support

    • Customer Account Management

    • Product Knowledge

    • Pricing & Quotation Support

    • Order Entry

    • Order Tracking

    • Inventory Coordination

    • Shipping & Delivery Support

    • Returns & Exchanges

    • Refund & Credit Processing

    • Upselling & Cross-Selling

    • CRM / ERP Systems

    • Data Entry & Validation

    • Problem Solving

    • Complaint Resolution

    • Cross-Functional Coordination

    Core Competencies

    • Customer Focus: Ability to provide responsive, professional support throughout the customer purchasing and order experience.

    • Order Accuracy: Ability to accurately process orders, pricing, quantities, customer information, and delivery requirements.

    • Sales Support: Ability to identify customer needs and support sales opportunities through product recommendations, upselling, and cross-selling.

    • Problem Solving: Ability to investigate and resolve order, fulfillment, shipping, and billing issues.

    • Communication: Ability to clearly communicate order information, product details, timelines, and resolutions to customers.

    • Organization: Ability to manage multiple orders, customer requests, follow-ups, and deadlines.

    • Attention to Detail: Ability to identify errors or discrepancies before they affect order fulfillment or customer satisfaction.

    • Cross-Functional Collaboration: Ability to coordinate effectively with Sales, Operations, Warehouse, Logistics, Billing, and other internal teams.

    • Customer Relationship Management: Ability to maintain accurate customer records and build positive, long-term customer relationships.

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