Customer Specialist
CurrentSummaryThe Customer Specialist is the first line of communication with the existing customer base. Responsible for maintaining a professional demeanor with all internal and external customers. . He/she will maintain the customer database as well as answer general customer questions and oversee invoicing and shipping procedures. Essential Duties and Responsibilities:Answer all incoming calls to the main office line and direct calls to the appropriate party.Customer support – Answer any questions for existing customers – only transfers to the sales representative if customer specialist is unable to assist.Order Entry – enter all incoming PO’s and verify they have the correct information. Confirm order back to customer for their verification.Maintain customer database with updated information as well as current discount structure.Accounts Receivable – create invoice based on what has shipped and forward to accounting clerk to finalize.Oversee shipping procedures – create NAFTA’s and commercial invoices.Additional Duties and Responsibilities:Verify parts description and pricing are correct in database – verified from accounting database and product specialist.Send out customer statements, past due notices and collections. Call customer to follow up on past due or inform of credit hold status for non-payment.Assist production manager with maintaining lead times in shipping schedule.Maintain tax exempt certificatesMaintain backup tapes for accounting system – change daily and take to the bank safe deposit box weekly. Take check deposits to the bank when they cannot be submitted electronically. Special projects when assigned by GM or Controller.
