Job Summary:We are seeking a highly organized and detail-oriented Order Management and Customer Service Specialist to join our team. The ideal candidate will be responsible for a variety of administrative tasks to support our operations and ensure smooth and efficient processes.
Key Responsibilities:
- Create Estimates:Prepare and send estimates to customers based on their requirements
- Process Purchase Orders (PO):Create invoices, generate POs with vendors, and manage the entire order processing cycle in QUICKBOOKS
- Confirm Orders:Communicate with customers to confirm their orders and provide necessary information.
- Manage Tracking Information:Input tracking numbers into QuickBooks Online (QBO) and send tracking details to customers via email.
- Send Daily Reports:Compile and send daily reports detailing invoices, pricing, POs, and costs.
- Send Invoices:Issue invoices to customers upon shipment confirmation and ensure all billing details are accurate.
- Calculate Shipping Estimates:Determine shipping costs for products based on FedEx zones and provide accurate estimates to customers.
- Lead Management:Input lead sheets from vendor events and incoming email inquiries into HUBSPOT and maintain up-to-date records.
- Update Product Information:Pull image URLs from the website and add them to the appropriate tools and databases. Update product pages on website
- Customer Follow-up:Follow up with customers regarding sample testing, determine next steps.
