Customer Service Senior Analyst

Brief Job Description: 

The Customer Service Project Coordinator will work with Sales partners to create and manage orders, manage order changes, provide communication to customers and stakeholders, and manage invoice generation.  From the time a sales quote becomes an order, until the invoice is approved and paid by the customer, the Customer Service Project Coordinator is responsible for the workflow. 

Responsibilities: -

• Coordination with the planning team to schedule production dates.


• Communication with customers and process partners regarding order status, changes to schedule or issues to resolve.


• Proactive management of customer needs through communication and problem resolution.


• Utilizes problem solving skills to manage customer orders and ensure applicable policies are followed, terms and conditions are met, escalations are resolved, and invoices are correctly issued.


• Coordinates with Operations Management and Supply Chain to meet customer demands against inventory and production schedules. Ensures accuracy and execution of special-order requirements cross-functionally to satisfy customer needs.


• Participates and gives input in process improvement activities utilizing the Vertiv Operating System


• Completes tasks as assigned to support Sales Offices


• Manages periodic close process ensuring all client milestone invoices and project costs are posted or accrued if work is in place and of material value.


• Manages project financial closeout along with project team. Ensure that invoices match purchase orders and change orders.


• Supervises current projects and coordinate with team members to keep workflow on track.


• Manage project-related paperwork by ensuring all necessary materials are current, properly filed and stored.


• Assist with all internal and external audit requests

Requirements: -

• Minimum Job Qualifications: 


• Minimum of 3 years of customer service experience


• Excellent customer service skills


• Professional communication skills, both written and verbal


• Excellent organizational, analytical, and interpersonal skills


• Detail-oriented


• MS Office proficient


• Ability to work and multi-task in a fast-paced environment

Preferred Qualifications: -

• Previous customer service or technical experience 


• Oracle ERP experience desired


• Bilingual is a plus - English/Spanish

Education And Certifications: -

• Bachelor’s Degree required, with Business or related field preferred.

Physical Requirements: -

• No Special Physical Requirements

Environmental Demands: -

• N/A

Travel Time Required: -

• N/A