What are the responsibilities and job description for the Customer Operations Specialist position at Haulotte US, Inc.?
We are seeking a Customer Operations Specialist to join our team! You will be responsible for interact with independent reps and territory managers to place and track sales orders. Refer customer calls to independent reps and territory managers. Assist territory managers with facilitating orders including quotations, finance documents and product information. Facilitate financial paperwork and approvals for independent reps.
Responsibilities:
- Customer Purchase Order (PO) tracking and submittal.
- Follow up with Customer Financial Manager.
- Assign machines and provide shipping documentation.
- Ensure proper documentation has been saved in the system per order.
- Complete preliminary DAFs when needed.
- Mine large datasets, draw relevant information and create visualizations to summarize findings
- Acts as a first point of contact for regular, on-going customer accounts on daily operational matters
- Deliver high quality professional solutions with accuracy and provide clearly documented explanation of the solution for future use, knowledge transfer and to articulate actionable use to the business, from the datasets.
- create/improve dashboards for simple view and use by the business to take key business decisions and run day to day operations.
- Mine large datasets, draw relevant information and create visualizations to summarize findings
- Maintain data integrity through governance activities in Salesforce.com
- Provide territory managers with backlog, order intake and order shipped weekly
- Other duties as assigned
Qualifications:
- Previous experience in customer service, sales, or other related fields
- Ability to build rapport with clients
- Ability to prioritize and multitask
- Positive and professional demeanor
- Excellent written and verbal communication skills
- Strong organizational, time management, priority setting & high level of analytical & problem- solving abilities
- Excellent skills in MS Excel (V-lockups, pivot tables, macros, sum-product, multiple conditional formulas)
- Mine large datasets, draw relevant information and create visualizations to summarize findings.
- Collaborates with other functions and organizations to resolve issues (e.g., sales teams, supply chain, logistics) as they relate to customer support.
- Communication
- Customer Service
- Follow-Up
- Active Listening
- Time Management
- Ability to function independently and as a member of a team.
Experience
- Associated or Bachelor’s degree.
- Minimum 3 years of customer service experience with a manufacturer
- Proficient in MS Excel and Pivot tables
- Minimum 3 years of construction equipment or rental equipment industry
**Haulotte US Inc is an EEO organization. **
