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Client Relations Specialist

Job in Simi Valley, Ventura County, California, 93097, USA
Listing for: Valid8 Financial, Inc.
Full Time position
Listed on 2026-06-24
Job specializations:
  • IT/Tech
    CRM System, HelpDesk/Support
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
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.
What We Are Looking For
  • 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.
Benefits & Perks
  • 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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