Customer Service - Materials Planner

Job Overview The role is responsible for supporting day-to-day customer account activities, with a primary focus on accurate sales order entry, forecast processing, and timely customer communication. This role plays a critical part in ensuring customer requirements are executed efficiently by maintaining clean, accurate data in the system and proactively addressing order-related issues. Working closely with Supply Chain, Operations, and senior team members, the person helps ensure alignment on customer demand, delivery expectations, and order execution. This role serves as a foundational position: building strong communication, problem-solving, and process management skills while contributing to a high level of customer service. Essential Functions Sales Order Entry & Maintenance Enter and process customer sales orders accurately and in a timely manner Monitor open orders to ensure data accuracy, including quantities, pricing, and requested dates Update orders based on changes in demand, delivery schedules, or internal adjustments Maintain clean and accurate data within ERP systems to support downstream operations Customer Forecast Processing Enter and update customer forecasts in the system (EDI/manual uploads) Review forecast data for accuracy and alignment with known demand patterns Support alignment between customer forecasts and supply chain planning Customer Communication Respond to customer inquiries related to order status, availability, and shipment timing Provide basic updates on order changes, delays, or confirmations Ensure communication is timely, professional, and aligned with company standards Escalate complex inquiries or issues to senior team members as needed Order Issue Identification & Resolution Proactively review and identify potential issues impacting order execution, including: Minimum order quantity (MOQ) conflicts Lead time constraints or gaps Requested date misalignment Box quantity or packaging requirements Work cross-functionally with Supply Chain and internal teams to resolve issues before customer impact Communicate recommended solutions or required adjustments to customers Ensure issues are resolved accurately and documented appropriately Operational Support & Coordination Partner with Supply Chain, Warehouse, and Operations teams to ensure order alignment and execution Support expedite requests and order changes under guidance from senior team members Assist in maintaining accurate reports related to open orders, forecasts, and customer demand Contribute to continuous improvement by identifying recurring issues or process gaps Requirements (Education, Certifications, Knowledge, Skills, And Abilities) 5 years of relevant work experience, preferably with a focus on customer service Bachelor’s degree, preferred Experience with EDI is preferred Outstanding Interpersonal Skills Strong Written and Verbal Skills Required Strong problem-solving skills Self-starter with attention to detail and organizational skills Capable of forming and maintaining relationships with customers Proficiency in Microsoft Office Suite and strong knowledge of Excel Strong Understanding of Global Supply Chain, including ocean and air shipments Knowledge of Microsoft Great Plains Software, preferred #J-18808-Ljbffr