Customer Service Representative II

FORTNA partners with the world’s leading brands to transform omnichannel and parcel distribution operations. Known world-wide for enabling companies to keep pace with digital disruption and growth objectives, we design and deliver solutions, powered by intelligent software, to optimize fast, accurate and cost-effective order fulfillment and last mile delivery. Our people, innovative approach and proprietary algorithms and tools ensure optimal operations design and material and information flow.

We deliver exceptional value every day to our customers with comprehensive services and products including network strategy, distribution center operational design and implementation, material handling automated equipment, robotics and a comprehensive suite of lifecycle services.

At FORTNA, we believe in fostering a workplace that isn't just a job but a movement – a collective effort to redefine success and transform challenges into opportunities. "Join the Movement" encapsulates our commitment to a workplace culture that thrives on collaboration, celebrates diversity, and empowers every individual to contribute to something greater than themselves. Our Team. Our Passion. Our Approach.

The Customer Service Representative II will be integral to the Parts Customer Support team of the Lifecycle Performance Services organization (LPS). In this mid-level role, the CSR II will have further responsibilities for assigned customer accounts, as well as interface with other facets of the LPS/MHS business portfolio relative to the needs  CSR II will manage incoming requests for technical support, process purchase orders, assist customers with their needs and build strong customer relationships.

In addition, the upselling of other LPS products and services is a constant duty. We deliver innovative, affordable solutions to the E-Commerce and automated Material Handling industry via incomparable customer experiences. We achieve this by developing our employees’ talents, skills, and abilities to high levels. We are looking for an individual who is enthusiastic, motivated, technically oriented and dedicated. Willing to embrace and thrive in their role with vigor.

To achieve financial and human reward for their high level of performance contributing their unique talents, while learning and growing in a fast-paced environment.

• Collaborate efficiently and effectively in all duties with the guidance of your management.
• Participate in LPS parts meetings to monitor the details of orders and procurement to assure any issues or hurdles are identified and mitigated.
• Accurately process all electronic transactions relative to the position in the LPS ERP business software.
• Create customer parts quotations using current ERP system.
• Process customer parts orders and confirm them back to the customer in a timely fashion.
• Provide daily support to internal and external customers via telephone and e-mail.
• Resolve customer concerns / complaints professionally, and efficiently in a timely manner.
• Manage open orders to closure.
• Provide consultative parts replacement and other relevant advice as needed.
• Direct internal or external resources as required to meet needs of our customers.
• Individual must be self-motivated, detailed oriented, customer service, and results focused.
• Perform other job duties as assigned.

• A strong technical aptitude.
• Understand the various FORTNA/ MHS / TGW Brand family of products and equipment model numbers and where to find mechanical and electrical drawings to assist our customers as required.
• Accurately identify customer parts requests, research company databases, and utilize needed software to ensure correct parts and prices are quoted.
• Knowledge of material handling, E-Commerce, or conveyor industry.
• Attention to detail, accuracy, and thoroughness.
• Proven strong customer service skills.
• Excellent communication skills.
• Proficiency in both Microsoft Word Office Suite and Excel.
• Ability to multi-task and responsiveness to sudden and urgent customer needs.
• Strong proficiency using an ERP system.

• High School Diploma / GED certification as a minimum.
• College degree (particularly in a technical field) will be a plus but not a requirement.
• 2-4 years’ experience in the field.
• Employment history with related industry a plus.

This job description describes the general nature and level of work expected of a person assigned to this position. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Employees may be required to perform any other job-related duties as requested by their supervisor.

It is the policy of FORTNA and its affiliated companies to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic…