Customer Service Associate

Job Summary

Responsible for the lifecycle of all projects in conjunction with their Sales Representatives. Works directly with the sales team and customers by processing quotes, orders, shipments, billing, stock checks, credits, job audits, and close‑outs. Works and coordinates directly with operations, transportation, engineering, credit, and the finance team to keep projects moving forward smoothly.

• Handle a high volume of inquiries from external and internal customers, including sales, operations, engineering, accounts receivable, and upper management. Communicate and follow up with the sales team and customers regarding order status.

• Record all quotes, rental agreements, and sales orders from the sales team or customers, and set up customer “ship to” information.

• Coordinate shipments, billing, credits, and collections processing and research. Run weekly, bi‑weekly, and monthly designated system reports to ensure accurate and on‑time billing.

• Ensure all rental and/or sales transactions are shipped completely and correctly. Communicate and follow up on any backorders immediately with the sales team.

• Process appropriate documentation for national and internal export and import shipments. Generate purchase orders to obtain rental equipment from outside vendors.

• Process returns and invoicing; address damages and shortages with sales and/or the customer.

• Work closely with operations to ensure inventory accuracy.

• Select correct processes from clearly prescribed rules, past practices, or instruction. Seek advice and guidance on non‑routine or problem areas from supervisor. Deviations from the norm are cleared by the supervisor.

• Under close supervision, exercise limited latitude/independent judgment. Work typically involves detailed checks or close review of output by a senior coworker and/or supervisor.

• None.

• Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.

• Frequent periods are spent standing or sitting in the same location with some opportunity to move about. Occasionally there may be a requirement to stoop or lift light material or equipment (typically less than 8 pounds).

• Typically requires overnight travel less than 5% of the time.

• HS Diploma or GED strongly preferred. 0–2 years of experience in area of responsibility.

Functional Area:

Customer Service

Work Type:
On‑Site

Recruiter:
Parnell, Korishawna

Req
-032098

Company:
Dayton Superior

White Cap is an Equal Opportunity Minority/Female/Individuals with Disabilities/Protected Veteran and Affirmative Action Employer. White Cap considers for employment and hires qualified candidates without regard to age, race, religion, color, sex, sexual orientation, gender, gender identity, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.