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Business Services Specialist

Summary: 

Under minimal supervision, the Business Services Specialist position will be responsible for administering the quotation and purchasing processes, processes routine customer orders and assists with unusual internal/external customer inquiries, concerns, and/or complaints. This position maintains a close working relationship with Engineering, Sales and Distribution to ensure all Territory Account functions are properly executed and that the needs of the company are met.

 

Job Duties and Responsibilities:

  1. Prepares and processes customer quotes to the appropriate Sales representative or Customers.
  2. Monitors the status of each quote throughout the entire process. Ensures each quote is processed promptly and properly executed. Assists in problem resolution.
  3. Processes quotes from vendors based on approved discount/ multiplier.
  4. Receives and answers routine customer questions, comments, and concerns in a professional and courteous manner.
  5. Establishes new accounts via telephone, email or correspondence with the Sales team.
  6. Works with the Engineering department to ensure project requests are fulfilled and forwarded to customer for review and approval.
  7. Prepares documentation containing customer specifications for Engineering, Finance and Quality.
  8. Performs CRM entries as needed and monitors entries made by Sales.
  9. Coordinates and communicates inventory level, shipment arrival, and product return information with internal staff and customers.
  10. Processes orders for raw materials and/or miscellaneous supplies in a timely and efficient manner.  Resolves problems with suppliers.
  11. Performs activities to monitor and maintain inventory control of raw materials, warehouse/office supplies.

 

Job Qualifications: 

Experience 

  1. Bachelor’s degree required;
  2. At least one year business services, customer service or purchasing experience;
  3. Previous linear motion control or manufacturing industry experience preferred;

Knowledge, Skills, and Abilities

  1. Excellent Microsoft Office (including Word, Excel, PowerPoint) and CRM skills;
  2. Excellent knowledge and recent use of metrics;
  3. Excellent written and verbal communication skills;
  4. Project Management skills with meticulous attention to detail;
  5. Excellent organization skills including the ability to properly prioritize activities;
  6. Strong math and problem-solving skills.