Description For Customer Service Specialist

We are seeking a Customer Service Specialist to join our Customer Success team.  This role is a critical point of contact for both our Field Sales and external customers delivering exceptional service while supporting broader Customer Success initiatives.  

Major duties and responsibilities

Customer Service Operations

Manage daily onboarding support requests from Field Sales and prospective customers, including vendor documentation and form completion.
Set up and maintain customer accounts in internal systems, ensuring data accuracy and compliance with internal data standards.
Implement executed agreements (e.g., product evaluations, purchasing, GPO, and IDN agreements) within required systems to enable accurate order entry, pricing, and reporting.
Support daily order management activities, ensuring adherence to internal requirements, and resolving customer order issues to enable accurate and timely fulfillment.
Maintain and update order status data to support visibility into pending shipments and fulfillment progress.

Field Inventory Support

Process approved trunk stock and consignment shipment requests and accurately transact product usage.
Conduct monthly finished goods and accessory inventory reconciliations, investigate discrepancies, and validate accuracy across systems.

Relationship Management

Build strong working relationships with internal teams and customer stakeholders through responsive communication and reliable execution.
Anticipate customer needs by identifying recurring issues, data gaps, or process improvements and proactively communicating solutions.

Cross-Functional Collaboration

Partner closely with Customer Success leadership to ensure seamless integration of reactive service delivery with proactive success initiatives.
Collaborate with Sales, Operations, and Finance teams to support issue resolution.

Requirements

Education requirements

Bachelor's degree or equivalent experience

Experience requirements

Minimum of 1 year in customer support and order management

Physical requirements

Ability to stand, walk, or sit for extended periods. Capacity to move between work areas, including offices, production floors, and warehouses.

Required skills/abilities

Manual dexterity

Occasional PPE

Benefits

401(k)

Dental insurance

Disability insurance

Health insurance

Life insurance

Paid time off

Referral program

Vision insurance