Customer Service / Project Management Coordinator

Benefits :

401(k)

401(k) matching

Company parties

Dental insurance

Health insurance

Paid time off

Vision insurance

Job Summary :

Retail First, located in Elgin, IL, is seeking a highly organized, customer-focused Customer Service / Project Management Coordinator to join our team. This role combines customer service and administrative responsibilities, including answering calls, creating and managing sales orders, purchase orders, shipping orders, and providing follow-up support. The ideal candidate will be proficient in using ERP systems and Excel to manage orders and track project progress, ensuring smooth operations and exceptional customer satisfaction.

Key Responsibilities :

Customer Service and Order Management Duties :

• Answer Incoming Calls : Serve as the first point of contact for customers, answering calls in a friendly and professional manner, addressing inquiries, and providing support.
• Create Sales Orders : Accurately input customer orders into the ERP system, ensuring all order details are correct.
• Create Purchase Orders : Generate purchase orders as needed, ensuring inventory levels and project requirements are met.
• Create Shipping Orders : Prepare and process shipping orders, coordinating with warehouses and delivery teams for timely dispatch.
• Follow-up on Orders : Track the status of sales, purchase, and shipping orders, ensuring timely processing and resolution of any issues. Proactively follow up with customers and suppliers to address any delays or concerns.
• Customer Inquiries : Handle customer inquiries regarding orders, delivery status, or product information, providing clear and timely responses.

Project Management Support :

• Assist in planning and coordinating project milestones, ensuring that timelines and deadlines are met.
• Support project managers in managing project documentation, schedules, and internal communications.
• Collaborate with internal teams, vendors, and customers to ensure smooth project execution and customer satisfaction.

ERP System and Excel Management :

• Utilize the ERP system to manage order data, track inventory levels, and generate reports for customer and project tracking.
• Use Excel to analyze order data, maintain order spreadsheets, and support reporting needs.
• Ensure that all data entered into the ERP system is accurate and up-to-date.

Qualifications :

• Experience : Prior experience in customer service, order management, or project coordination, preferably in a retail or supply chain environment.
• Technical Skills :

Experience using an ERP system (e.g., SAP, Oracle, or similar).

• Proficiency in Excel for data management, order tracking, and reporting.
• Communication Skills : Excellent verbal and written communication skills, with the ability to manage customer relationships professionally.
• Organization : Strong organizational skills with the ability to manage multiple orders and projects at once.
• Attention to Detail : Accuracy in order entry and a focus on maintaining high standards of service.