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Office Administrative and Customer Support - Customer Service Representative

Mindlance

Bridgewater, NJ

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JOB DETAILS
SKILLS
Accounts Payable, Accounts Receivable, Administrative Skills, Analysis Skills, Cadence, Continuous Improvement, Corporate Compliance, Customer Relations, Customer Support/Service, Customer/Client Research, Data Management, Data Quality, ERP (Enterprise Resource Planning), Leadership, Logistics, Order Processing, Payment Processing, Production Planning, Record Keeping, Reporting Skills, Sales, Time Management, Value At Risk (VaR), Website Conversion
LOCATION
Bridgewater, NJ
POSTED
30+ days ago
Quote Management & Follow-Up (Primary Focus)
• Proactively track all open service quotes and conduct systematic follow-up to drive order conversion
• Maintain a structured follow-up cadence (calls, emails, SFDC updates) to ensure no opportunities are missed
• Identify and escalate high-value or at-risk quotes to sales leadership
• Analyze quote activity and provide insights on trends, customer feedback, and lost opportunities
Order Processing & Coordination
• Convert accepted quotes into sales orders accurately and efficiently
• Manage payment processing and related activities, collaborating with Accounts Receivable, Accounts Payable, and Credit teams as needed
• Coordinate with production, planning, and logistics teams to ensure timely fulfillment
• Communicate order updates, delays, or changes to customers as needed
• Support continuous improvement efforts related to quoting accuracy, follow up and turnaround time
Data Management & Reporting
• Maintain accurate records of quotes, follow-ups, and customer interactions in SFDC and ERP system
• Generate reports on quote volume, conversion rates, and follow-up effectiveness
• Ensure data integrity and compliance with company processes

At least 1 year experience in Customer service position.

EEO:

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

About the Company

M

Mindlance