- Performs accurate and timely entry of customer purchase orders into ERP system.
- Reviews orders for completeness of specifications, quantity, pricing as well as customer account for other special agreements.
- Maintains customer specific notes to ensure proper handling of orders.
- Develops and maintains in-depth knowledge of customer classifications, products, pricing, and shipping methods.
- Create new ship to and bill to addresses within software as needed.
- Maintains customer database.
- Maintains special price program (Kardex) for customers with special pricing.
- Enters debit and credit memos.
- Monitor open (A-Status) order report to ensure timely resolution of order processing and communicate pertinent information as necessary.
- Perform research, determine root cause analysis, and make recommendations to management/sales to implement improved process to reduce A-Status orders.
- Coordinate with Sales and Distributors via phone and email to take appropriate steps to resolve open order/account issues. (Ex: pricing, quantity discrepancy, request revised PO, etc.)
- Manage email mailbox correspondence to provide support on:
- Pricing requests
- PO management
- Logistic coordination, order/tracking status, generate packing slips/bill of lading
- Literature requests
- Post order support, no charge/replacement orders, coordination with manufacturing, data verification (warranty claims, order history)
- Investigate unresolved short payments
- Respond/resolve customer inquiries/complaints
- Assist with incoming customer service calls and web chat responses.
- Ability to speak to customers while documenting information in the system
- Exceptional customer service skills
- Knowledge of Word, Excel, and other office processing software
- Ability to dig into the numbers and use your detail oriented skills to their fullest potential
- Ability to critically think through a customer order that needs to be resolved
- Ability to maintain metrics to ensure the team is meeting business requirements
- Ability to work in multiple tabs and navigate between triple monitors
- Bonus points: AS400 a huge plus
- Note internally we call this role "Order Management Specialist"
- Generous PTO including vacation, personal days, holiday pay, flexible schedule and parental leave
- Financial rewards including 401(k) with company match and generous profit sharing
- Comprehensive health insurance plan, dental and vision insurance, and flexible spending accounts
- Fitness incentives, tuition reimbursement programs and scholarships for employees children to keep you mentally and physically fit
- Support when you need it including company-sponsored short and long term disability plans, legal planning, employee assistance programs, and more
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Business Operations Specialist - Madison, United States - Aprilaire
Description
Overview:
AprilAire is a growing Madison-based company and an industry leading provider of healthy air solutions. We believe everyone deserves healthy air. You will join a team of professionals who are passionate, customer focused, adaptable, and leading the way for new HVAC technologies and innovative thinking. We are proud to have products in over 7 million homes and look forward to our continued success. Give your career a breath of fresh air today and consider joining our team
We are currently seeking someone who has a great eye for detail and a customer service focused attitude as an Business Operations Specialist
Shift: Monday-Friday 1st shift
Compensation: Competitive pay with fun team activities during the year (such as a Betty Lou cruise, summer grill outs, etc)
Location: (near UW-Madison campus) 130 S. Ingersoll Madison, Wisconsin 53703
Work style: If you meet performance metrics, this role has the opportunity to work from home one day per week.
Career Opportunity: This role is a good fit for someone looking to build their career with our customers and move into further customer development, product management, admin, sales, finance/accounting, and more This is a role that is a key pipeline to other areas of our business.
Responsibilities:Your day will include:
If the below says, "Me", apply today:
All AprilAire employees receive comprehensive benefits and unique company perks including: