Customer Service Representative
The Bay Family of Companies
Job Type
Full-time
- Serve as the primary point of contact for customer inquiries, answering all incoming calls in an upbeat, courteous, and professional manner.
- Develop and maintain proficiency in Microsoft Dynamics 365 (D365) to accurately enter, update, and track customer orders, shipments, and related documentation.
- Confirm all customer order shipment details, including date, time, and location, ensuring communication accuracy between the customer, logistics, and the plant.
- Coordinate closely with inside and outside sales teams, as well as the Plant Manager, to ensure orders are processed efficiently and customers are informed throughout the order lifecycle.
- Perform all general office administrative duties, including answering phones, filing, document routing, and maintaining organized office operations.
- Support the sales team by entering quotes, importing data, and assisting with customer inquiries as needed.
- Route order documentation to the warehouse and corporate invoicing department to ensure timely shipment confirmation and billing accuracy.
- Monitor and communicate order status, shipment updates, and delivery confirmations to customers and internal teams.
- Assist with quotation preparation, purchase order placement, and order follow-up to ensure product and process completion accuracy.
- Perform other duties as assigned to support plant and customer service operations.
- Customer Focus: Demonstrates a proactive commitment to understanding and meeting customer needs.
- Communication: Clearly conveys information in a professional, friendly, and positive manner.
- Accuracy: Ensures information entered into D365 and other systems is complete and correct.
- Team Collaboration: Works effectively with cross-functional teams to achieve plant and customer objectives.
- Adaptability: Adjusts quickly to changes in order volume, priorities, or production schedules.
- High school diploma or equivalent required.
- Minimum of one (1) year of experience in customer service, office administration, or order processing; manufacturing experience preferred.
- Strong oral communication and interpersonal skills with the ability to interact professionally with customers and team members at all levels.
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word); experience with ERP systems, particularly Microsoft Dynamics 365, strongly preferred.
- Excellent organizational skills and attention to detail in a fast-paced, multitasking environment.
- Ability to work collaboratively with sales, operations, and management teams to ensure customer satisfaction and accurate order fulfillment.
- Bilingual in Spanish preferred (depending on location).
- This position works primarily in a professional office environment using standard office equipment such as computers, phones, copiers, and filing systems.
- The role requires the ability to sit for extended periods, perform repetitive hand motions while using a computer or phone, and occasionally lift office materials up to 20 pounds.
- Periodic work may be performed in the manufacturing warehouse to coordinate order documentation, confirm shipments, or communicate with production personnel.
- When in the manufacturing area, the CSR must adhere to all required personal protective equipment (PPE) policies, including the use of safety glasses and OSHA-compliant safety-toed footwear.
- The manufacturing environment may expose the employee to moderate noise, fiberglass, dust, and varying temperature conditions.
- Health benefits to include medical, dental and vision insurance. A wellness program with incentives.
- Financial security with a 401(k) with a generous company match, a Health Savings Account option, and life & disability insurance for unexpected events.
- Work-Life balance supported by a generous amount of paid time off and holidays to recharge.
- Additional perks include employee discounts, company events and recognition programs.
***This employment advertisement is not applicable to individuals who reside in the states of California or Colorado.*** Salary Description
Hourly wage - $22.50 - 23.95
Vacancy posted more than 2 months ago
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