CSR I Job at Veseris
Primary Purpose:
Handles all customer service activities including order taking, handling orders from end to end, providing a single point of contact to provide a consistent customer experience, coordinating order fulfillment, providing necessary information to customer, and problem resolution. Assists in building profitable sales by enhancing customer satisfaction and confidence. Also, as appropriate, suggests order changes/additions based on customer buying patterns and gathers market intelligence. Assist operations department.
The information contained in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Specific Duties and Responsibilities:
- Processes customer orders
- Enters live orders online in real time.
- Enters electronic, paper, and manual orders online in real time.
- Recommends increases in size of order and delivery expectations.
- Quotes prices according to uniform pricing strategy and current market pricing.
- Tracks order exceptions and maintains as needed.
- Enters direct vendor to customer orders.
Develops solutions to customer needs / opportunities
- Evaluates needs/opportunities and matches them with Veseris’ products/services and promotes monthly product promotions.
- Is resourceful: considers full range of options to find a creative solution and makes decisions to resolve the situation.
- Establishes communication with designated Operations, Sales, MPU and Credit contacts to ensure timely responses to fulfillment issues.
Builds and sustains long-term customer partnerships
- Makes the business relationship mutually beneficial
- Cultivates rapport with customer
- Responsive to customer needs (return messages, timely follow-through)
- Maintains up-to-date information on customers (contacts, products, requirements, etc.)
- Fulfil customer’s expectations with realistic commitments
- Serves as a resource to customers by sharing useful information (regulations, safety, product knowledge, market trends, pricing)
- Satisfies customer requests for product, pricing, order information, and samples
- Actively maintains and services all customers
- With input of Management, participates in joint sales calls with sales representative as needed
- Recognizes and responds to new/additional opportunities at existing customers
Displays effective interpersonal and communication skills (internal / external)
- Delivers information in terms customers and associates understand
- Achieves mutual understanding by summarizing and reviewing orders
- Actively listens
- Communicates in a professional manner both verbally and in written form
- Responds in a timely manner to customer tasks/requests and confirms completion when appropriate
- Demonstrates knowledge of Veseris
- Understands Mission, Vision, Guiding Values, The Veseris Edge
- Understands policies and procedures
- Identifies people in the organization who can provide customer with requested information
- Demonstrates understanding of Veseris’ products and services and quality process
Teamwork: collaborates with team members
- Seeks good communication and cooperation within Veseris’ organization
- Coordinates all routine aspects of customer orders, requests, inquiries, and shipments
- Identifies and uses internal resources as needed to complete tasks
- Is receptive / flexible / adaptable to change
- Knows our go-to-market strategies and works with assigned team to implement and align these strategies with yearly (team) goals
Understands about local competitors and their services and communicates any market changes
Resolves problems / nonconformances quickly (internal / external)
- Uncovers and verifies problems / nonconformances
- Probes for all details on expressed concerns
- Persists until all causes are identified and assists in resolution
- Develops and presets solutions quickly
- Anticipates potential problems and proactively works to avoid them
Understands customer’s business
- Knows industry needs and trends
- Responds to specific customer requirements
- Participates in educational opportunities to expand industry knowledge (Supplier webinars, ProTraining, Recertification meetings, etc.)
Processes all administrative and operational tasks
- Completes all paperwork, reports, and administrative tasks in a timely, complete, and accurate manner.
- Understands and adheres to local, state, and federal regulatory requirements / policies / guidelines (i.e. RUP and COI and Hazardous product orders)
Problem Solving
Routine: Find an equivalent product or alternate size or source to meet customer delivery requirement on time. Inform customers of back-order situations and delivery deviations.
Difficult: Resolve problems for dissatisfied customers so that the confidence in Veseris is restored.
Decision-Making Authority
- Price quotes within established guidelines
- Resolves customer problems
- Takes personal responsibility to communicate with management regarding all branch issues, such as: closures, building maintenance, security risks, expired licenses, safety concerns etc. This information will be used to evaluate each situation so management can decide on next steps.
Specialized Knowledge/Skills:
- Communication and active listening skills
- Telephone skills
- Knowledge of Veseris products, services, and the industries we serve
- Problem-solving
- Ability to prioritize and multi-task
- Keyboarding and basic PC skills
- General knowledge of Microsoft software
- General knowledge of math skills pertaining to volume conversions and pricing
- Ability to work independently and/or in a team environment
- Face-to-Face customer service
Education/Training:
- Bachelor’s degree, or equivalent experience, preferred, and demonstrated performance of appropriate entry level skills.
- High school diploma
Physical Demands/Environmental Conditions:
- Sitting for extended periods of time
- Potential exposure to hazardous substances
- High stress level
- Various roles depending on location type: HUB, stand-a-lone, number of CSRs
- May need to lift/handle up to 50LB consistently to meet daily location requirements. Warehouse duties may include managing up to 50LB when pulling/shipping product for will call sales and outbound orders and stocking the warehouse and will call area shelves. To manipulate products, you may be required to lift, push, bend, kneel and squat up to 50LB.
- Exposure to heat and cold temperatures when working in a warehouse
Append Skills Matrix
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Other duties to be assigned as needed by the supervisor or manager.
The Skills Matrix outlines the behaviors necessary to move to the next CSR level. The employee must have demonstrated the ability to master the behaviors of the CSR I level for future advancement.
Functional Area
CSR I
Required Behaviors
Teamwork
Ability to interact effectively with all co-workers.
Contributes to positive work environment.
Sales Support
Provides timely responses to inquiries from sales team.
Ability to identify possible cross sales and up sell opportunities and begin sales conversations with customers.
Demonstrates basic product, market, and competitive knowledge and begins initial research into customer requests.
Customer Relationships
Provides effective and consistent customer experiences.
Actively listens and gathers information to help resolve customer issues satisfactorily.
Demonstrates an approachable demeanor.
Takes ownership of customer issues.
Communication Skills
Ability to communicate effectively using the skills of questioning, acknowledging, and confirming.
Ability to provide information in an accurate, complete, and understandable manner.
Maintains confidentiality.
Communicates in a respectful manner with co-workers, customers, and suppliers.
Regulatory/Market/
Competitive Knowledge
Maintains current and up-to-date records for regulatory requirements including orders with RUPs, COIs and Hazardous products.
Ability to identify Specialty Markets and corresponding products.
Basic general awareness of competitive distributors in their specific market.
Problem Solving/ Decision-Making
Identifies problems and asks for assistance and advice.
Ability to make basic decisions based on normal business situations.
Takes personal responsibility to communicate with management regarding all branch issues, such as: closures, building maintenance, security risks, expired licenses, safety concerns etc. This information will be used to evaluate each situation so management can decide on next steps.
Personal Development
Seeks to learn from others and shares knowledge.
Interactions with Other Departments
Knows the basic communication channels and contacts for conveying and obtaining information.
Knows the basic procedures and protocols for inter-departmental cooperation.
Leadership
Demonstrates basic leadership skills.
Administration
Knows the basic reporting, administrative and operational tasks of the role.
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