The primary objective of this role is to provide high-level customer service and create a memorable experience for our customers. In order to properly provide this high level of service, the position will require the ability to travel to client sites, understand the needs of the client, work quickly, efficiently and accurately. Basic job functions for this role include calling leads and setting up appointments for the Operations Manager, order/quote entry, confirming order status, invoicing job folder creation, and customer follow-up. The ideal candidate will take complete ownership of their job showing a concentrated effort and enthusiasm to promote superior communication among internal departments. This position will work directly with the Move Team to exceed the customer's expectations. The candidate selected will have solid administrative and leadership skills, the ability to problem-solve, an intuitive mind, excellent communication skills, and willingness to work in a team atmosphere.
Primary Duties and Responsibilities
Supporting the Move Team with all aspects of order fulfillment
Calling leads and setting appointments for the Operations Manager
Ensuring data accuracy regarding quoting and order placement
Updating and tracking delivery tickets to ensure proper completion of orders
Working with sales to stay in communication with the customer throughout the ordering process
Ability to travel to client sites within the Raleigh-Durham area to visually understand client Move needs and keep
Ensuring that billing is handled properly and promptly, including coding, releasing of orders and invoices and billing of proper dollar amounts
Communicating weekly with accounting to ensure that all pending issues have been resolved
Ensuring that zero sell and credit memos have the proper authorization and are completed per company policy
Troubleshooting any issues that occur with work orders and communicating these to the team in a timely manner in order to rectify the situation
Taking part in weekly status meetings to ensure pertinent information is conveyed to team members regarding order fulfillment and customer satisfaction
Maintaining a clean and organized workspace, including all files and documents
Providing back-up telephone coverage to the receptionist as needed
Informing the Operations Manager any time an issue needs to be addressed or elevated
Helping with any other duties as needed by the team at the discretion of the Operations Manager
Education and/or Experience
Associates Degree with 2 years of high-level customer service and data entry experience or equivalent combination of education and experience.
Some accounting or purchasing background preferred
Experience working with computers and Windows operating system
All candidates will need excellent communication and interpersonal skills, as well as the ability to speak courteously to customers and communicate effectively with internal departments. Candidates will also need to speak effectively before groups of customers or employees as well as the ability to write routine reports and correspondence.
Candidates will need to be able to calculate discounts and pricing, which includes the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.
Candidates will need well developed organizational and problem-solving skills as well the ability to multitask in a fast-paced environment. Candidates will also need to extrapolate. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registration
NC Drivers License
Candidates will need to be able to sit a desk long periods of time
Storr Office Environments