Job Information
Robert Half Sr. Customer Service Representative in Livermore, California
Description
Robert Half's client is seeking a Customer Service Representative to join their team in Livermore, California. This role offers a contract to hire employment opportunity in the industry, where you will be primarily responsible for managing customer service operations and ensuring customer satisfaction. You will be interacting with both end-users and distribution partners, processing customer orders, and maintaining regular communication with various departments.
In this Customer Service role, you will be responsible for the following:
• Direct general customer service- for both end-users and distribution partners via phone and email.
• Respond to Sales inquiries, expectations, and delivery management.
• Prepare quotes in Epicor and submit them directly to the customer or as directed by sales.
• Process customer Purchase Orders in Epicor upon receipt from customer (email or customer web portal) or when forwarded from sales.
o Convert existing quotes in Epicor.
o Identify account based, or transaction based special instructions.
o Alert sales when customer need by dates or on the PO are not achievable prior to finalizing Sales Order.
o Audit Sales Order for accuracy – ship to address, need by dates, order price, customer part number, and quantity.
o Acknowledge directly to the customer that their purchase order has been processed and our commit/promise dates. If commit date is not yet available, confirm and update when it becomes available.
• Order Management- utilize Production Report, Epicor, and order status tools to:
o Monitor orders daily for on-time ship date or promised delivery. Raise any issues to the corresponding DSM.
o Communicate with DSM daily to understand priority and manage customer ship/need by dates.
• Daily interaction with other support departments, including Finance, Sales, Purchasing, Engineering and Product Management.
• Return Management Duties.
o Create and send out return documents to customers as needed.
o Track returns through the complete process and ensure credit memos are sent to customers.
• Awareness and adherence to all documented sales operations processes.
• Open corrective action cases in Epicor on every opportunity for process improvement.
• Performs other related duties as assigned by management.
Epicor, Microsoft Office, PowerBI and web-based portals.
If you are interested in this Customer Service position, submit your resume today!
Requirements • Applicant must have a minimum of one year of experience in a customer service role
• Proficiency in computer programs is essential
• Experience with CRM and data processing is required
• Familiarity with Epic software is a plus
• Knowledge of ERP - Enterprise Resource Planning is desirable
• Experience in answering inbound calls and handling billing functions is required
• Experience in claim administration and using Epicor is beneficial
• Ability to process returns and track inventory is necessary
• Experience in order management and handling customer shipments is required
• Excellent customer service skills are a must
• Proficiency in email communications is needed
• Experience in providing price quotes and other quotes to customers is required.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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