Customer Service Analyst

Description

JOB TITLE: Analyst, Customer Service

DEPARTMENT: Customer Service

REPORTS TO: Customer Service Manager

GENERAL STATEMENT OF DUTIES:

The Accounts Specialist role comprises multiple job duties and responsibilities within the customer service and accounting profession. Such duties as Customer Care, Accounts Payable, Accounts Receivable, Collections and Front Desk tasks.

PRIMARY DUTIES AND RESPONSIBILITIES:

· Answer calls from customers placing orders over the phone.

· Verify all customer information is correct in QT9 ERP system.

· Set up new customers in QT9 ERP system, when needed.

· Creates a File for all new customers and files original documents in that file.

· Run credit card for those customers who choose this payment option.

· Maintain up to date customer information in QT9 ERP.

· E-mail/Mail invoices to customers daily.

· Back up the front desk when needed.

· Other duties as needed.

ADDITIONAL DUTIES AND RESPONSIBILITIES:

· Run A/R aging report and contact customers with past due invoices on a weekly basis, double check the payment status in QuickBooks for invoices dated before 2/1/2021.

· Fulfill random requests from customers, such as providing credit references, proof of delivery, etc.

· Reconciles FedEx and UPS invoices ensuring the correct amount of freight was charged on the customer’s invoice and billed from the carriers.

PHYSICAL DEMANDS: Must possess sight/hearing senses or use prosthetics that will enable these senses to function adequately so that the requirements of this position can be fully met. Physical activity includes walking, standing, bending, squatting, reaching above shoulders and lifting up to 40lbs. Must be able to drive an automobile for short and long distances.

WORK ENVIRONMENT: Performs primarily office activities in a lighted and ventilated area. May be subject to changes in temperature and exposure to dust. Will be exposed to uncontrolled environmental conditions during driving. Will work in a normally acceptable office environment, production floor, or warehouse, with no abnormal hazards or risks. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Job Description Requirements

• High School Diploma with prior Customer Service Experience.
• Proficient in English (oral and written)
• Knowledge of computer programs to include good data entry skills, good math skills and inventory control.
• Proficient in MS Office (Word, Excel & Outlook)
• Strong communication and people skills.
• Strong organizational and multi-tasking abilities.
• Problem solving and analyzing skills.
• Strong attention to detail a must.

PREFERRED BUT NOT REQUIRED

• 4-year degree or Associates degree with 2+ years with prior experience.
• Has demonstrated experience in understanding and providing basic analysis of data to improve company communications and performance.

COVID-19 Vaccine Required