CUSTOMER SERVICE
The Helmsman Group LLC · helmsman.io
LouisvilleEntry level1–3 yrs
Subscribers got this job on 4 October 2026.
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The job in short
Customer service work.
MarketingLogisticsWarehouse
Details
- Found
- 22 d ago · posted 2026-10-04
- Location as listed
- Louisville, Kentucky, United States
- Role
- Customer Service Representative
- Source
- The company’s own careers site
Full description
Job Title: Customer Service Representative
Job Type: (Remote)
Job Summary
The Customer Service Representative — Sales & Order Support is responsible for supporting customers throughout the sales and order process, from product inquiries and order placement through fulfillment and post-sale support. This position processes customer orders accurately, provides product and pricing information, coordinates with internal departments, resolves order-related issues, and ensures a positive customer experience.
Key Responsibilities
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Respond to customer inquiries regarding products, services, pricing, availability, promotions, and order status.
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Assist customers with product selection based on their needs, preferences, and requirements.
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Process new customer orders accurately through phone, email, online platforms, CRM systems, or order management systems.
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Verify customer information, product details, quantities, pricing, shipping information, discounts, and payment terms.
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Review orders for accuracy and completeness before submitting them for fulfillment.
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Enter and maintain accurate customer and order information in CRM and order management systems.
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Provide customers with order confirmations, invoices, shipping information, and other required documentation.
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Monitor order status from placement through fulfillment and delivery.
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Coordinate with Sales, Warehouse, Logistics, Shipping, Billing, and Operations teams to ensure timely order fulfillment.
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Track backorders, delayed shipments, product availability, cancellations, returns, and exchanges.
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Resolve order discrepancies involving pricing, quantities, products, shipping, billing, or delivery.
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Process approved order changes, cancellations, returns, credits, refunds, and replacements.
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Follow up with customers regarding pending orders, backorders, delayed shipments, or other open issues.
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Provide accurate product and service information while identifying opportunities for upselling and cross-selling.
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Support sales representatives with quotes, order entry, customer documentation, and order follow-up.
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Maintain accurate customer records, sales information, order history, and communication records.
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Respond promptly to customer questions and provide regular updates on order progress.
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Escalate complex pricing, inventory, fulfillment, billing, or customer issues to the appropriate department or supervisor.
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Monitor open orders and proactively identify issues that could affect customer satisfaction or delivery timelines.
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Maintain knowledge of products, services, pricing structures, promotions, sales policies, and order procedures.
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Ensure all customer and order information is handled securely and confidentially.
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Meet established customer service, order accuracy, response-time, productivity, and service-level targets.
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Identify recurring order issues and recommend improvements to sales and order-processing procedures.
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Participate in training, quality assurance, customer service reviews, and process improvement initiatives.
Qualifications
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High school diploma or equivalent required.
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Associate or bachelor's degree in Business Administration, Sales, Marketing, or a related field preferred.
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1–3 years of experience in customer service, sales support, order processing, inside sales, or a related role.
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Strong customer service and communication skills.
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Excellent attention to detail and data-entry accuracy.
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Experience processing customer orders and maintaining customer records.
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Strong organizational and time-management skills.
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Ability to manage multiple orders, customers, and priorities simultaneously.
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Basic proficiency with Microsoft Office, particularly Excel and Outlook.
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Experience with CRM, ERP, or order management systems preferred.
Preferred Qualifications
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Experience with Salesforce, Microsoft Dynamics, SAP, Oracle, NetSuite, or similar systems.
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Experience in sales administration, order management, or customer account support.
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Knowledge of inventory, shipping, fulfillment, and billing processes.
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Experience preparing quotes, sales orders, invoices, or customer documentation.
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Experience with e-commerce or online order management systems.
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Experience handling returns, exchanges, refunds, and product replacements.
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Experience with upselling and cross-selling.
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Bilingual or multilingual communication skills where required.
Key Skills
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Sales & Order Support
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Customer Service
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Order Processing
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Order Management
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Sales Support
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Customer Account Management
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Product Knowledge
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Pricing & Quotation Support
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Order Entry
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Order Tracking
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Inventory Coordination
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Shipping & Delivery Support
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Returns & Exchanges
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Refund & Credit Processing
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Upselling & Cross-Selling
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CRM / ERP Systems
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Data Entry & Validation
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Problem Solving
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Complaint Resolution
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Cross-Functional Coordination
Core Competencies
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Customer Focus: Ability to provide responsive, professional support throughout the customer purchasing and order experience.
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Order Accuracy: Ability to accurately process orders, pricing, quantities, customer information, and delivery requirements.
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Sales Support: Ability to identify customer needs and support sales opportunities through product recommendations, upselling, and cross-selling.
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Problem Solving: Ability to investigate and resolve order, fulfillment, shipping, and billing issues.
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Communication: Ability to clearly communicate order information, product details, timelines, and resolutions to customers.
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Organization: Ability to manage multiple orders, customer requests, follow-ups, and deadlines.
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Attention to Detail: Ability to identify errors or discrepancies before they affect order fulfillment or customer satisfaction.
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Cross-Functional Collaboration: Ability to coordinate effectively with Sales, Operations, Warehouse, Logistics, Billing, and other internal teams.
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Customer Relationship Management: Ability to maintain accurate customer records and build positive, long-term customer relationships.
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