Customer Service & Sales Operation Specialist

Job Description

Job Description

Description:

Position Summary

Provides day-to-day and advanced customer service support for specialized customer accounts while assisting with customer onboarding, pricing administration, customer and product master data management, sales support, and reporting. Supports the Customer Service & Inside Sales Manager with departmental initiatives, order management, and cross-functional coordination to ensure exceptional customer service and operational efficiency. This is an individual contributor role with no direct reports.

Key Responsibilities:

• Provide customer service and support for assigned specialized accounts, including order entry, order management, returns, claims, inquiries, and resolution of complex customer service issues.
• Support new customer onboarding and ongoing account maintenance.
• Maintain Customer Master Data, item master data, sales-related data, and product information within the ERP system and customer ordering portals.
• Support customer product setup, EDI/customer ordering system updates, and customer portal maintenance.
• Perform data audits to ensure ERP and customer ordering system accuracy.
• Assist with customer and internal pricing administration, ERP price list maintenance, and pricing file updates.
• Coordinate with Sales, Supply Chain, Operations, and Logistics on customer projects, inventory planning, product availability, and system accuracy.
• Prepare reports for Sales and Customer Service teams, including order management, backorder oversight, delivery coordination, and sales-related analytics.
• Assist the Customer Service & Inside Sales Manager with departmental initiatives, reporting, and special projects as assigned.
• Provide backup support for departmental functions during peak workloads and team absences.

Qualifications:

• Bachelor's degree in Business, Supply Chain, Operations, or equivalent combination of education and experience.
• 5–7 years of experience in customer service, sales operations, order management, manufacturing, logistics, or master data administration.
• Experience with Customer Master Data, pricing administration, EDI/customer ordering systems, and customer onboarding.
• Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, formulas, data analysis, and reporting.
• Proficiency in Microsoft Office Suite, including Outlook and Word.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and collaboratively across cross-functional teams.

Preferred Qualifications:

• Experience with IFS ERP or a similar enterprise resource planning system.
• Manufacturing or building products industry experience.
• Inventory planning, supply chain, and logistics coordination experience.
• Experience supporting customer product data portals, EDI integrations, and customer onboarding processes.

Core Competencies:

• Customer Service Excellence
• Sales Support & Operations
• ERP & Master Data Management
• Pricing Administration
• Inventory Planning
• Reporting & Analytics
• Cross-Functional Collaboration
• Process Improvement
• Critical Thinking
• Attention to Detail
• Professional Communication
• Time Management

Physical Requirements:

• Ability to remain in a stationary position
• Regular use of hands and fingers to handle, control or feel objects
• Ability to occasionally lift and /or move up to 10 pounds.
• Consistently required to speak and hear

Benefits:

Industry competitive compensation package includes

• Company phone and laptop/ tablet,
• Excellent benefits package to include:
  • Medical, Dental, and Vision Insurance Day 1 of employment
  • 15 Paid Time off (PTO) annually, 20 PTO after 4 years completed. (First year prorated based on hire date)
  • 9 Paid Holidays
  • 401K match up to 4%
  • Tuition Reimbursement available (eligibility and terms apply)
  • Company Paid Short-Term, Long-Term and Life Insurance
  • Ancillary Voluntary Life Insurance and Accident Insurance available

As an equal opportunity employer wedi corp. does not discriminate on the basis of (perceived or actual) race, color, religion, national origin, age, sex (including pregnancy), physical or mental disability, medical condition, genetic information, gender identity or expression, sexual orientation, marital status, protected veteran status, or any other legally protected characteristics. #ZR