Office Administrative and Customer Support - Customer Service Representative

Job Description:

Quote Management & Follow-Up (Primary Focus)

• 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 escape 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.