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Client Relations Specialist
Job in
Simi Valley, Ventura County, California, 93097, USA
Listed on 2026-06-24
Listing for:
Valid8 Financial, Inc.
Full Time
position Listed on 2026-06-24
Job specializations:
-
IT/Tech
CRM System, HelpDesk/Support
Job Description & How to Apply Below
Position Summary
This is not a generic call center role. As a Client Relations & Order Specialist, you will act as the vital bridge between our business-to-business (B2B) clients, our production floor, and our logistics/shipping teams. You will handle complex orders from inception to delivery, resolving technical inquiries, managing client expectations, and ensuring precise data entry.
Key Responsibilities- Act as the primary point of contact for domestic and international B2B client accounts via phone and email.
- Accurately process and enter purchase orders, verifying pricing, inventory availability, shipping specifications, and lead times.
- Coordinate directly with Production, Quality Control, and Shipping/Logistics to track order statuses and proactively communicate updates or potential delays to clients.
- Handle complex customer inquiries, including product application assistance, returns (RMA processes), warranties, and billing/invoice discrepancies.
- Maintain clean data integrity within our ERP system (e.g., Net Suite).
- Provide professional, empathetic, and solution-oriented support to maintain high-value client relationships.
- Experience:
2–3+ years of dedicated customer service, account coordination, or inside sales support within a manufacturing, distribution, or logistics environment (highly preferred). - Technical Aptitude:
Ability to quickly learn and understand a highly technical product catalog, part numbers, and specialized specifications. - Software Savvy:
Proficiency with MS Office (particularly Excel) and hands‑on experience using ERP or CRM software (such as Net Suite and Salesforce). - Problem‑Solving
Skills:
Ability to navigate stressful situations, manage multiple priorities simultaneously, and make practical decisions under tight deadlines. - Local Presence:
Ability to work reliably in‑office at our Simi Valley facility Monday through Friday.
- Competitive hourly pay with structured opportunities for annual reviews and career progression.
- Comprehensive medical, dental, and vision insurance options.
- Health Savings Account (HSA) with company contribution.
- 401(k) retirement plan with company match.
- Generous Paid Time Off (PTO) and paid corporate holidays.
- Friendly, stable, and highly collaborative team‑oriented working environment.
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