Customer Service Representative

About the role

A position at White Cap isn't your ordinary job. You'll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force behind this commitment.

Job Summary

Responsible for the lifecycle of all projects in conjunction with their Sales Representatives. Works directly with the sales team and customers by processing quotes, orders, shipments, billing, stock checks, credits, job audits, and close-outs. Works and coordinates directly with operations, transportation, engineering, credit, and the finance team to keep projects moving forward smoothly.

Major Tasks, Responsibilities and Key Accountabilities Responsible for handling a high volume of inquiries from both external and internal customers, including those from the sales team, operations, engineering, accounts receivable, and upper management. Communicates and follows up with the sales team and customers regarding order status.

Records all quotes, rental agreements, and sales orders from the sales team or customers, as well as customer "ship to" information setup. Coordinates shipments, billing, credits, and collections processing and research. Responsible for running weekly, bi-weekly, and monthly designated system reports to insure accurate and on time billing. Ensures all rental and/or sales transactions are shipped completely and correctly.

Communicate and follow-up on any backorders immediately with sales team. Coordinate and process appropriate documentation for national and internal export and import shipments. Process returns and invoicing. Address damages and shortages with sales and/or the customer. Works closely with operations to ensure inventory accuracy.

Nature and Scope Selects correct processes from clearly prescribed rules, past practices, or instruction. Seeks advice and guidance on non-routine or problem areas from supervisor. Deviations from the norm are cleared by the supervisor. Under close supervision, exercises limited latitude/independent judgment. Work typically involves detailed checks or close review of output by a senior coworker and/or supervisor. None.

Work Environment Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable. Frequent periods are spent standing or sitting in the same location with some opportunity to move about. Occasionally there may be a requirement to stoop or lift light material or equipment (typically less than 8 pounds). Typically requires overnight travel less than 5% of the time.

Education and Experience HS Diploma or GED strongly preferred. 1-2 years of experience in area of responsibility.

Preferred Qualifications

Must be able to work between the hours of 7:30 AM - 4 PM (30-minute lunch break) Must be able to work independently with little to no supervision Proficient in Microsoft Office (Email, Excel, Word Documents) Knowledge of invoicing Customer Service experience Good Math skills Multitasking skills If you're looking to play a role in building America, consider one of our open opportunities. We can't wait to meet you.