Customer Service Liaison

4 weeks ago


Menomonee Falls, Wisconsin, United States Institech Inc. Full time
About the Role

We are seeking a highly skilled Customer Service Liaison to join our team at Institech Inc. As a key member of our sales team, you will play a vital role in managing customer relationships and driving sales growth.

Key Responsibilities:

  • Customer Outreach: Proactively engage with customers to move the sales cycle forward, ensuring timely follow-up on samples, quotes, and product demos.
  • CRM and Schedule Management: Utilize our CRM database (ZOHO) to add new leads and document ongoing customer activity, while also managing schedules for customer meetings, onsite service calls, and new equipment installations.
  • Written Communication: Compose, modify, and proofread correspondence, reports, and presentations from rough drafts or based on special knowledge of our product portfolio and company.
  • Partner with the Marketing Team: Assist with the development and execution of special events, new product launches, monthly promotions, and social media initiatives.
  • Sales Collaboration: Support the Sales Order team by being available to take inbound customer orders during heavy volume times, vacations, and be the designated Sales Order representative from 3:30 to 5:00 PM Monday through Thursday and 3:00-4:00 PM on Friday.

Requirements:

  • REQUIRED TOOLS AND TECHNOLOGY: Proficient in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, and ERP skills. Prior experience with Sage QuickBooks and CRM systems preferred.
  • QUALIFICATIONS: Associate's degree in office administration, sales, or business required. Bachelor's Degree preferred. 3 or more years of related experience. Must understand company operations and capabilities as well as profit goals as these relate to sales volume and revenue. Must have a valid driver's license.

Benefits:

  • Health
  • Dental
  • Holiday
  • PTO
  • Customer Service Order Entry Special Events Product Launches

Education:

Associate's Degree Bachelor's Degree is preferred



  • Menomonee Falls, Wisconsin, United States Advocate Aurora Health Full time

    Key Responsibilities:As a Patient Service Representative at Advocate Aurora Health, you will be the first point of contact for patients and visitors, providing exceptional customer service and responding to routine requests for information. Your duties will include answering telephone calls, screening messages, and registering patients. You will also be...


  • Menomonee Falls, Wisconsin, United States Froedtert Hospital Full time

    Job Summary:The Community Health Worker's role serves as a liaison between healthcare providers, care coordination, and community engagement to facilitate service delivery within identified communities.This position requires a minimum of 1 year of experience working with diverse communities, coordinating and facilitating service delivery.A high school...


  • Menomonee Falls, Wisconsin, United States Froedtert Health Full time

    Job Summary: The Community Health Worker's role serves as a liaison between healthcare providers, care coordination, and community engagement to facilitate service delivery within identified communities. This position requires strong communication and interpersonal skills to effectively collaborate with diverse stakeholders. Key Responsibilities: •...


  • Menomonee Falls, Wisconsin, United States Advocate Aurora Health Full time

    Key Responsibilities:As a Patient Service Representative at Advocate Aurora Health, you will be the first point of contact for patients and visitors. Your role will involve greeting and responding to routine requests for information, answering telephone calls, and registering patients. You will also be responsible for obtaining demographic and insurance...


  • Menomonee Falls, Wisconsin, United States Walgreens Full time

    At Walgreens, we're looking for a Customer Service Associate to join our team. As a key member of our retail sales team, you'll be responsible for delivering exceptional customer experiences, providing courteous and efficient checkout service, and recommending items for sale to customers. You'll also have the opportunity to work with a variety of products...


  • Menomonee Falls, Wisconsin, United States State Farm Insurance Full time

    Customer Service Representative Job DescriptionAt State Farm Insurance, we're looking for a skilled Customer Service Representative to join our team. As a key member of our customer service team, you'll be responsible for providing exceptional service to our customers, answering their inquiries, and resolving any issues they may have. Your primary goal will...


  • Menomonee Falls, Wisconsin, United States Institech Full time

    About Institech: We are a medium-sized company based in the heart of the Midwest, dedicated to the Digital Print Industry. As we continue to expand our reach and increase our customer base, we are seeking a talented Customer Service Representative to join our team.Role Overview: As our Customer Service Representative, you will play a pivotal role in managing...


  • Menomonee Falls, Wisconsin, United States Karl's Country Market Full time

    Job Summary:Karl's Country Market is seeking a highly motivated and customer-focused Deli Customer Service Associate to join our team. As a Deli Customer Service Associate, you will be responsible for providing exceptional customer service, ensuring the deli area is clean and organized, and preparing and serving a variety of delicious deli items. If you have...


  • Menomonee Falls, Wisconsin, United States Karl's Country Market Full time

    We are seeking a highly motivated and customer-focused Deli Customer Service Associate to join our team at Karl's Country Market. As a Deli Customer Service Associate, you will be responsible for providing exceptional customer service by assisting customers with their deli orders and inquiries. You will also be responsible for ensuring the deli area is...


  • Menomonee Falls, Wisconsin, United States Target Full time

    Deliver Exceptional Guest ExperiencesAs a Guest Advocate at Target, you will be the face of our brand, creating a welcoming atmosphere for every guest, every time. Your role will involve:Authentic Greetings: Greet guests with a smile and make a genuine connection through friendly conversation.Efficient Transactions: Welcome guests into self-checkout and...


  • Menomonee Falls, Wisconsin, United States Ewald Automotive Group Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Part-Time Receptionist to join our team at Ewald Automotive Group. As a Receptionist, you will be responsible for providing exceptional customer service, handling incoming calls, and performing various administrative tasks.Key Responsibilities:Answer and direct phone calls, take messages,...


  • Menomonee Falls, Wisconsin, United States Karl's Country Market Full time

    Karl\u2019s Country Market Job OpportunityWe are seeking a skilled Gas Station Attendant to provide excellent customer service and work in a fast-paced environment at Karl\u2019s Country Mart.This role offers a fun and dynamic work environment where you will learn valuable skills and work with a fantastic team.As a Gas Station Attendant, you will be...


  • Menomonee Falls, Wisconsin, United States State Farm Insurance Full time

    Customer Service Representative Job DescriptionAt State Farm Insurance, we're looking for a skilled Customer Service Representative to join our team. As a key member of our customer service team, you'll be responsible for providing exceptional service to our customers, answering their inquiries, and resolving any issues they may have.Key...

  • Service Technician

    4 weeks ago


    Menomonee Falls, Wisconsin, United States Precision Door Service Full time

    Job Summary: We are seeking a skilled Service Technician to join our team at Precision Door Service. As a Service Technician, you will be responsible for providing exceptional customer service and repairing and maintaining garage doors and openers.Key Responsibilities:Repair and maintain garage doors and openers to ensure they are functioning properlyProvide...

  • Customer Service Lead

    4 weeks ago


    Menomonee Falls, Wisconsin, United States Froedtert Health Full time

    Job Summary:As a Customer Service Lead in our Engagement Center, you will play a critical role in ensuring that our patients receive exceptional service. Under general supervision, you will coordinate the operations of an Engagement Center pod, servicing Froedtert & Medical College of Wisconsin patient and customer needs. Your primary responsibility will be...


  • Menomonee Falls, Wisconsin, United States Jason Marquardt - State Farm Agent Full time

    Job OverviewWe are seeking a highly organized and detail-oriented individual to join our team as a receptionist. As a first impression specialist, you will be responsible for greeting clients warmly and directing them to the appropriate team members.Key ResponsibilitiesManage appointment scheduling and office communicationsAssist in handling incoming...


  • Menomonee Falls, Wisconsin, United States The Kroger Company Full time

    Department Leader - Customer ServiceAs a Department Leader at The Kroger Company, you will be responsible for assisting with monitoring and controlling supply expenses for the department. You will also assist with managing cash control, sales, and cash items and records for the store. Additionally, you will manage the scheduling of Front end associates to...


  • Menomonee Falls, Wisconsin, United States Rotech Healthcare Full time

    About RotechRotech Healthcare Inc. is a national leader in providing ventilators, oxygen, sleep apnea treatment, wound care solutions, diabetic solutions, and home medical equipment. We help patients lead a more comfortable and productive life by keeping them engaged in their care and empowering them to manage their health and treatment at home.Job SummaryWe...


  • Menomonee Falls, Wisconsin, United States Rotech Healthcare Full time

    About Rotech Healthcare Inc.Rotech Healthcare Inc. is a national leader in providing high-quality medical products and services, empowering patients to manage their health and treatment at home.Job SummaryWe are seeking a dedicated Process Customer Service Representative to provide support to our customers by performing tasks related to patient care and...


  • Chippewa Falls, Wisconsin, United States Michelle Moua - State Farm Agent Full time

    h3JobDescription/h3JobDescriptionROLESUMMARY:brAsaCustomerRelationsRepresentativewithMichelleMoua-StateFarmAgent,youwillberesponsiblefordeliveringexceptionalclientexperiencesthatdrivethegrowthofasuccessfulinsuranceagency.Yourattentiontodetail,customerserviceskills,anddesiretohelppeoplemakeyouanidealfit.Youwillenhanceyourcareerwhileresolvingcustomerinquiries,...