Customer Service Representative III

Position Overview:
This role supports daily sales and customer operations with a strong focus on order management, billing resolution, and customer communication.
The position is fully remote, with limited in-person training if needed.

Work Details:
Hours: 8:00 AM 5:00 PM PST
Interviews: Virtual
Time Zones Supported: MT, CST, PST
Remote Requirement: Must live within 50 miles of one of the following locations (for occasional training needs):
Mira Loma, CA
West Sacramento, CA
Portland, OR
Boise, ID
Helena, MT
Salt Lake City, UT

Key Responsibilities:
Order Management
Process product and service orders from sales teams and customers
Maintain accurate customer and contract records
Prepare price quotes and verify pricing, quantities, and terms
Distribute order documentation to appropriate departments
Coordinate with internal teams on order status, shipping dates, pricing, availability, and shortages
Customer Billing & Accounts Receivable
Resolve billing issues, AR disputes, credits, and payment terms
Communicate clearly with customers regarding billing questions
Sales & Customer Support
Provide pricing, availability, formal quotes, and post-sale support
Support and interact with sales teams and customers on a daily basis
Provide backup coverage across teams with similar responsibilities

Additional Duties:
Follow all company policies and procedures
Participate in new initiatives as assigned
Take on additional responsibilities as business needs require

Required Skills & Experience:
SAP experience preferred (SAP HANA 4 a plus)
AS/400 experience preferred
Heavy email-based customer support experience
Strong customer-facing communication skills
Experience resolving AR disputes, credits, and understanding payment terms
Advanced Excel skills; frequent usage expected
Stable work history with clear career progression
Strong attention to detail and work ethic
Ability to work independently with minimal supervision
Experience collaborating with internal teams and external clients

Qualifications:
Bachelors degree or 3%2B years of relevant experience
Experience with CRM tools, ERP systems, or pricing/quote configuration tools
Proficiency in Microsoft Word, Excel, Outlook, and Access
Strong organizational skills with the ability to manage multiple priorities
Solid problem-solving skills and initiative

Preferred Qualifications:
Order entry experience
Salesforce CRM experience
Experience with Select Configure Price Quote (SCPQ)
Experience supporting projects from quoting through invoicing and delivery
Background in continuous improvement, Lean practices, or process optimization
Prior leadership or people management experience strongly preferred