What are the responsibilities and job description for the CSR Specialist (Apparatus Service) position at Allsource Enterprises LLC?
The Apparatus Service CSR Specialist will act as a liaise between customers and a cross-functional internal teams, made up of sales, marketing and finance, to help improve the customer experience and ensure a timely and successful delivery of products.
Responsibilities
Responsibilities include, but are not limited to:
- Assist sales staff with orders and bids, enter orders in ERP system
- Schedule job and manage technician schedules based on assigned zone
- Assist in parts research as needed
- Process all service technician reports, service orders and purchase order requests
- Oversee all vendor warranty claims
- Facilitate Post/Pre-Delivery Inspections (PDI) and schedule pump testing
- Schedule warranty and non-warranty service calls
- Develop detailed project plans for each apparatus sale and track progress daily
- Help sales staff manage customer relationships
- Investigate and resolve order and bid inaccuracies and discrepancies
- Report on the status of accounts and transactions
- Assist with draft contracts, prepare contract changes, and ensure contracts are in line with the company and customers specifications
- Maintain contractual records and other documentation such as contract correspondence, contractual changes, customer contact information, delivery paperwork, status reports, etc
- Track payments and deadlines and work closely with customers and finance to ensure payments are received in a timely manner
- Serve as the administrative point of contact for Customers, Apparatus Sale Representatives and other support personnel at Safe Industries regarding the sale of apparatus and service
- Provide additional support as needed to Apparatus Sales Representatives for all service needs
- Maintain the Apparatus Order Boards and delivery flows from order to delivery
- Prepare and provide estimate delivery date reports for management on a monthly basis