Major Duties and Responsibilities
The Customer Service Representative supports the day-to-day customer order process and provides frontline service to internal teams and external customers. Responsibilities include, but are not limited to:
Customer Excellence
- Process customer orders accurately and on time, ensuring alignment across Sales, Marketing, Operations, and Finance.
- Monitor and track order status, escalating discrepancies or delays to senior team members as needed.
- Assist with the customer approval process, including gathering required documentation and supporting Quality with customer list maintenance.
- Collaborate with cross-functional partners to resolve basic order issues, shipment questions, or product availability concerns.
- Assist with sales order inventory checks, communicating risks or shortages to the Customer Service team.
- Perform basic sales operations tasks, such as updating reports, preparing order summaries, and supporting routine data requests.
- Support the management of CRM and ERP data entry, ensuring accuracy of customer information, order notes, and status updates.
General
- Follow all company policies, procedures, and work instructions with a strong focus on quality and compliance.
- Maintain familiarity with ISO/MDD requirements, Quality System Regulations, and internal DOPs.
- Participate in team meetings, training activities, and continuous improvement efforts.
- Provide general support to senior Customer Service team members and contribute to a positive team environment.
Qualifications
Experience
- Minimum 1–2 years of experience in customer service or order management. (Internship or related experience acceptable.)
- Experience in medical device or healthcare preferred, but not required.
- Ability to work cooperatively across teams and communicate clearly with internal and external partners.
- Strong organizational skills with the ability to manage multiple tasks in a fast-paced environment.
- Basic proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
- Experience with ERP or CRM system platform knowledge is a plus (QAD, Acumatica, and Salesforce preferred but not required).
Education Requirements
- Bachelor degree in Business or related field, or equivalent relevant experience
This position is based in Milpitas, CA and is an onsite position. The salary range is $71,000 – $80,000 based on factors including experience, skills, etc.