Customer Success Coordinator

Porta North America

Customer Success Coordinator

Charlotte, NC
Full Time
Paid
  • Responsibilities

    Benefits:

    Challenging and rewarding job

    401(k)

    Dental insurance

    Donation matching

    Health insurance

    Paid time off

    Training & development

    Vision insurance

    Job Summary: We are seeking a highly motivated and organized Customer Success Coordinator to join our team. This role is crucial for ensuring exceptional service by managing service and order requests, communicating effectively with vendors, and handling shipping and receiving duties. The ideal candidate will be a determined individual who excels in customer support and displays strong organizational skills.

    Main Activities and Responsibilities:

    Customer Service:

    • Service call support: in support of the PNA Service Manager, verify and gather all necessary parts, tools, and drawings needed to initiate a service call.

    • Process parts order requests from customers ensuring order accuracy and timely shipment of products.

    • Ensure all customer interactions are handled with prompt proactive communication, timely follow-up, and customer satisfaction with timely resolution.

    Inventory Management:

    • Ordering inventory from vendors and suppliers and securing shipment arrival times.

    • Ensure orders align with the service requirements and budget constraints

    • Managing inventory by accurate placement of stock by physical location and ERP system

    • Inventory control: assist in maintaining accurate inventory records (e.g. inventory transfer, audits, etc) and monitor stock levels within the warehouse and service vans

    • Performing quality checks on stored inventory and managing inventory that does not meet company standards.

    • Updating inventory count and maintain inventory records to share with management and other stakeholders in the business.

    • Perform inventory investigation and report discrepancies per company standard and monitoring schedule.

    • Perform and document return parts process aligned to company quality standards of management and reporting.

    • Perform verification of parts utilization after service call to facilitate service call invoicing.

    Logistics: Receive to Ship Process

    • Receive incoming goods per company procedures.

    • Enter incoming customer orders into the computer system.

    • Pull and package orders/itemspacking slips and other required documentation for shipping.

    • Invoice outgoing orders/shipment information in the computer system and provide documents to customers by email.

    • Prepare transfer documents for international shipments.

    • Contact customers with product availability status, backorders, freights charges, other issues, etc.

    Key Performance Indicators (KPI)

    • Daily and monthly inventory accuracy per/company standard

    • Customer satisfaction rating

    • Customer loyalty rating

    • Order to ship accuracy

    Technical Skills:

    • Proven experience in customers service/logistics or similar role.

    • Detail oriented with proven track record in accuracy and precision.

    • Demonstrated ability to manage competing priorities and manage time effectively. -High level of proficiency in office and database software, MS Office, CRM, and ERP systems.

    • Physical ability to lift 50 pounds, standing for 30-40% period of time, reach capabilities from the floor to above arm’s length.

    Soft Skills:

    • Excellent communication and interpersonal skills with customers (internal, external customers, and vendors)

    • Determined and proactive in managing complex customer situations.

    • Highly organized and able to work independently with minimal supervision.

    • Adaptable and capable of working in a fast-paced evolving environment.

    Education: High school diploma required; Associate or Bachelor’s degree in business administration, logistics, or a related field preferred.

    Personal Attributes:

    • Determined and proactive in managing complex customer situations.
    • Highly organized and able to work independently with minimal supervision.
    • Adaptable and capable of working in a fast-paced, evolving environment.

    What We Offer:

    • A dynamic work environment where you can be part of a supportive and collaborative team.
    • Opportunities for professional growth and development.
    • Competitive salary and benefits package.