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Client Relations Specialist
2 months ago
The Client Relations Specialist collaborates closely with the entire distribution team to facilitate daily operations, particularly concerning both new and existing clientele. A keen eye for detail is essential when managing purchase orders, along with strong communication and organizational abilities to monitor requests effectively. Exceptional interpersonal skills, meticulous attention to detail, and proficiency in computer applications, particularly Microsoft Office (Excel, Word, and Outlook), are required. Familiarity with SAP is advantageous. Strong research capabilities are necessary for processing service orders or punch orders that follow initial requests. Basic knowledge of flooring products and installation processes is beneficial. Responsibilities include managing claims and the claims process in conjunction with the Claims Department, as well as overseeing backorders and fulfillment in collaboration with the Purchasing Department. Self-motivated individuals are preferred, as job expectations are clearly defined.
Key Responsibilities
External (Outside Customer Material-Only Sales)
- Receive and process customer Purchase Orders (PO) via email, ensuring accurate documentation.
- Input PO's into the ERP system (SAP - Fiori).
- Record all materials and quantities from PO's into their respective SAP orders.
- Notify Purchasing of any low-stock items identified during allocation.
- Organize and file converted PO's into the Customer Folder for future reference.
- Review Customer Folders for materials requested for the next business day, ensuring timely printing and distribution.
- Upon return of delivery vehicles, verify the accuracy of delivered paperwork against office copies.
- Invoice delivered orders and distribute copies to relevant parties.
- Maintain a complete office packet for each order for future reference.
- Address any customer inquiries or concerns, escalating issues to the Customer Service Manager as necessary.
- Generate necessary reports for external branches.
- Review and allocate materials, excluding specific orders.
- Print orders based on scheduled installation dates as determined by the Customer Service Manager.
- Keep a spreadsheet of backorders and print as materials become available.
- Communicate low-stock items to Purchasing during allocation.
- Handle any internal inquiries or concerns, escalating issues to the Customer Service Manager as needed.
- Dependability and Reliability
- Thoroughness and Thoughtfulness
- Detail Orientation
- Technical Proficiency
- Problem Solving and Critical Thinking
- Computer Literacy
- Positive Attitude
- Most tasks will be performed in a standard office setting.
- Occasional physical activity may be required, including lifting light materials.
- The workplace is fast-paced and maintains a comfortable, climate-controlled environment.
- Must be at least eighteen years of age.
- Must meet work eligibility criteria.
- A high school diploma or GED is required, or at least one year of relevant experience.
- Bilingual skills (English/Spanish) are preferred but not mandatory.
- Ability to read and interpret various documents and manuals.
- Capable of writing routine reports and correspondence.
- Intermediate math skills are necessary for calculations related to measurements.
- Ability to follow written, oral, or diagrammatic instructions.
- Must demonstrate effective office protocols.
- Highly organized, detail-oriented, and results-driven individuals are encouraged to apply.
- Ability to prioritize tasks and manage multiple responsibilities.
- Strong written and verbal communication skills are essential.
- Professional communication with customers, colleagues, and supervisors is required.
- Computer experience is mandatory; SAP experience is a plus.