Customer Operations Representative

1 month ago

Virginia Beach, United States Haulotte US Full time
Job DescriptionJob Description

We are seeking a Customer Operations Representative 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:

  • Place and track sales orders.
  • 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.
  • 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
  • Microsoft Office Suite (Proficient in MS Excel and Pivot tables)
  • Communication
  • Customer Service
  • Follow-Up
  • Active Listening
  • Time Management
  • Ability to work independently in a group setting

Experience

  • 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. **

We are seeking a Customer Operations Representative to join our team You will be responsible for interacting 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
  • Assign machines and provide shipping documentation to logistics team.
  • Ensure proper documentation has been saved in the system per order prior to shipping.
  • Complete preliminary DAFs when needed.
  • Acts as a first point of contact for regular, on-going customer accounts on daily operational matters
  • Mine large datasets, draw relevant information and create visualizations to summarize findings.
  • Maintain data integrity through governance activities in Salesforce.
  • Provide territory managers with backlog, order intake and order shipped weekly using information that is extracted from our database.
  • Increase the efficiency of existing processes and procedures to enhance the company’s monthly and yearly goals.
  • 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.
  • Ability to work independently and collaboratively in a fast paced, dynamic environment.
  • Proficient skills in MS Excel (V-lookups, 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

Experience

  • Associated / Bachelor’s degree in Business Administration or related 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 – preferred

**Haulotte US Inc is an EEO organization. **

 

Company DescriptionWelcome to Haulotte USA— an innovative aerial product manufacturer and subdivision of Haulotte Group

Virginia Beach is the home of the North America corporate office subsidiary for Haulotte Group. The expansive Haulotte USA headquarters facility hosts our parts distribution as well as all in-house customer care. A portion of our product line is designed and manufactured in the Archbold, Ohio factory. From scissor lifts to boom lifts, we offer a well-rounded range of products. Additionally, our highly skilled staff works relentlessly to ensure that our products meet the highest standards of quality, and that we provide exceptional customer service

Haulotte’s wide range of aerial lift equipment provides reliable and efficient solutions to meet the diverse needs of our customers. Haulotte Group’s main headquarters is in France with factories also located in France, China, and Romania. We celebrate over 1900 dedicated Haulotte employees globally

Join us in reaching new heightsCompany DescriptionWelcome to Haulotte USA— an innovative aerial product manufacturer and subdivision of Haulotte Group \r
\r
Virginia Beach is the home of the North America corporate office subsidiary for Haulotte Group. The expansive Haulotte USA headquarters facility hosts our parts distribution as well as all in-house customer care. A portion of our product line is designed and manufactured in the Archbold, Ohio factory. From scissor lifts to boom lifts, we offer a well-rounded range of products. Additionally, our highly skilled staff works relentlessly to ensure that our products meet the highest standards of quality, and that we provide exceptional customer service \r
\r
Haulotte’s wide range of aerial lift equipment provides reliable and efficient solutions to meet the diverse needs of our customers. Haulotte Group’s main headquarters is in France with factories also located in France, China, and Romania. We celebrate over 1900 dedicated Haulotte employees globally \r
\r
Join us in reaching new heights

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