Customer Success Agent Modesto CA - milkrite InterPuls, Inc.

    milkrite InterPuls, Inc.
    milkrite InterPuls, Inc. Modesto

    1 week ago

    Description

    Schedule of 7:30 a.m. to 4:00 p.m., Monday-Friday onsite at the Modesto office.
    Scope of the Function
    This role supports the US Customer Success Manager and key teams (Sales, Order Fulfilment, Operations, Finance, and Farm Services) by managing order entry, add-on sales, product information/tracking, and coordination on past-due accounts. It serves as a primary contact for internal and external customers, handling calls, emails, walk-ins, product returns, warranties, credits, audits, purchase requests, and customer inquiries while participating in sales meetings to support overall sales and service objectives.
    Main Responsibilities
    The Customer Success Agent serves as the primary point of contact for MI customers regarding orders and account management, coordinating with internal teams to ensure MI delivers an excellent customer experience.

    • Serve as the first point of contact by greeting and assisting visitors and responding to customer inquiries via phone, email, Teams, and in-person interactions, including taking orders, upselling, cross-selling, and supporting sales promotions.
    • Support the Customer Success Manager and Sales Team with customer accounts and inquiries, including order entry, sample requests, customer concerns, warranty and credit reimbursements, and invoicing for all milkrite | InterPuls customers.
    • Partner with Finance to review customer accounts, resolve past-due balances, and support order fulfillment and monthly sales targets.
    • Coordinate with Order Fulfillment, Supply Chain, Manufacturing, and Production on shipping arrangements, documentation, backorders, and backorder fulfillment to meet customer needs.
    • Set up new customer accounts in coordination with Sales and Finance and maintain accurate customer data, products, and pricing in the ordering database.
    • Assist with planning external sales activities, including booking venues, arranging meals and transportation, and supporting the production and distribution of catalogs, price lists, brochures, and product flyers in collaboration with Marketing.
    • Manage purchase requests for the Modesto site, including ordering for office, warehouse, and Farm Services, and maintaining recurring supplier services.
    • Support internal audits and inventory counts and ensure compliance with company policies and procedures.
    • Perform other duties as assigned and work a standard schedule of 7:30 a.m. to 4:00 p.m., Monday-Friday onsite at the Modesto office.
    Job title: Customer Success
    Grade: 2
    Monday to Friday

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