<p><strong>SUMMARY:</strong> The Customer Service Representative is the first line of contact for customers and is key to representing the company in an efficient, knowledgeable, and professional manner. This role supports the sales team by providing product information, accurately entering orders, assisting with any order issues and building and maintaining customer relationships. </p><p> </p><p>ESSENTIAL DUTIES:</p><p><br></p><p>The requirements listed below are representative of the essential duties required of the Customer Service Representative: </p><p> </p><p>· Accurately enter and process orders, track order status, and expedite as necessary to ensure on time delivery.</p><p>· Service existing accounts by regularly communicating with specified contacts and checking with them for any potential needs, so as to build and maintain loyal customer relationships. </p><p>· Help establish new accounts by planning and organizing daily work schedule to allow for opportunity to call on past or prospective new customers for current or future needs.</p><p>· Responsible to ensure customer retention and growth through strong relationship management metrics.</p><p>· Present products effectively, up-sell and cross sell additional products as appropriate and generate referrals when possible.</p><p>· Interact daily with Regional Sales Managers (RSM’s) and sales representatives regarding customer opportunities, orders and issues.</p><p>· Follow up on lost business in an effort to reactivate dormant accounts.</p><p>· Qualify customer RFQ’s to ensure accurate cross-referencing, UOM and prospective package is ready for hand off to shipping department.</p><p>· Forwards quotations to customer as required.</p><p>· Completes initial lead follow up and communicates results to RSM, Marketing and appropriate management.</p><p>· Maintain customer information as needed for contacts, routing etc.</p><p>· Assist in business development activities i.e., direct mailings, samples and follow up calls.</p><p>· Quality is everyone’s responsibility.</p><p>· Other duties as assigned.</p><p><br></p><p><strong><em><u>For immediate consideration please call me directly Eric Lebow 508-205-2127 </u></em></strong></p>
Essential Functions <br> Respond to all customer inquiries, questions, and RFQ’s <br> Develop system for following up on quotes to identify likelihood of order <br> Understand customers’ needs and communicate to production team to ensure satisfaction <br> Setup and host customer and vendor visits via video, and/or in person <br> Daily meeting with production manager, operations manager, engineering to review any open quotes and/or <br>order fulfillment concerns <br> Enter quotes and sales orders into ERP system (ProfitKey®), ensuring accuracy <br> Maintain major sales analysis spreadsheets, open quote log, and any custom report as requested <br> Prepare weekly posts for social media sites (LinkedIn etc.) <br> Attend trade shows as requested (US Locations) <br> Maintain database integrity within ProfitKey® ERP Software <br> Maintain a database of current and potential customers with CRM <br> Review technical drawings for manufacturability with the support of engineering as needed <br> Prepare customer reports and access customer portals as needed. <br>Education <br>- Associate’s degree in business administration, applied science or engineering <br> <br>Experience Details <br> <br>- Manufacturing technical sales support and/or officer administrator role – 1 year preferred <br>- Customer service experience <br>- High working knowledge of Microsoft Excel, Outlook, TEAMS, and other Office suite applications
<p>Our growing client is seeking a highly organized and detail-oriented Sales Support professional to join their team. This individual will play a critical role in supporting a fast-paced sales organization by preparing and maintaining sales materials, assisting with customer presentations and business reviews, and coordinating internal meetings and key initiatives. The role requires advanced Excel skills to manage and analyze data related to sales activities, promotional programs, trade spending, and forecasting, ensuring accuracy and actionable insights for leadership. The Sales Support professional will also handle a variety of administrative and operational tasks, including processing and tracking sample orders, completing required documentation such as new item setups and pricing updates, and supporting the management of promotional and rebate programs. Strong communication skills are essential, as this role serves as a key liaison between sales representatives, customers, and internal teams, often navigating competing priorities and last-minute changes. The ideal candidate thrives in a dynamic environment, can pivot quickly throughout the day, and is comfortable working closely with sales professionals while maintaining a high level of professionalism, responsiveness, and attention to detail.</p><p><br></p><p><strong>For immediate consideration please call Allison Brown at 508.205.2121</strong></p>
This position supports the Investment Consulting Services team with a blend of operational and administrative responsibilities. <br> The role acts as a liaison with investment managers, vendors, custodians, and clients, handling client paperwork (brokerage accounts, agreements, trade authorizations), tracking and logging financial transactions, and coordinating compliance for client documentation. Additional duties include preparing tax packages, supporting client meetings, organizing financial documents, and facilitating communications between clients and staff. <br> Key Qualifications & Experience to Target: Associate’s Degree or higher (Bachelor’s preferred but not required). Minimum 2 years of administrative support experience in a detail oriented services environment; prior experience in wealth management, investment, or tax/accounting firms is strongly preferred. Strong client service orientation, professionalism, and teamwork mindset. High attention to detail, process-orientation, and ability to manage transactional accuracy/compliance. Proven ability to manage multiple deadlines independently and proactively. Superior communication skills (both verbal and written) for working with internal and external stakeholders of varying seniority. Advanced proficiency in Microsoft Excel and PowerPoint. Solid experience with Teams, Word, and Outlook. Demonstrated experience tracking transactions, preparing or filing sensitive client documentation, and organizing meetings/materials. Comfort working in a fast-paced, high-accountability environment.