Office Administrative and Customer Support - Customer Service Representative

Quote Management & Follow-Up

Proactively track all open service quotes and conduct systematic follow-up to drive order conversion. Maintain a structured follow-up cadence (calls, emails, SFDC updates) to ensure no opportunities are missed. Identify and escalate high-value or at-risk quotes to sales leadership. Analyze quote activity and provide insights on trends, customer feedback, and lost opportunities.

Convert accepted quotes into sales orders accurately and efficiently. Manage payment processing and related activities, collaborating with Accounts Receivable, Accounts Payable, and Credit teams as needed. Coordinate with production, planning, and logistics teams to ensure timely fulfillment. Communicate order updates, delays, or changes to customers as needed. Support continuous improvement efforts related to quoting accuracy, follow up and turnaround time.

Maintain accurate records of quotes, follow-ups, and customer interactions in SFDC and ERP system. Generate reports on quote volume, conversion rates, and follow-up effectiveness. Ensure data integrity and compliance with company processes.

At least 1 year experience in Customer service position. EEO: "Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans."