Order & Customer Success Specialist - Flexible Hours

Tate; England; On-site; GBP 23,000 - 30,000; Full time

Benefits offered by this job

Life Assurance (4x annual salary)

Group Income Protection (75% salary)

Employee Assistance Programme

Discounted gym membership

Flexitime scheme

Wellbeing events and initiatives

Company social events

Salary sacrifice pension scheme

Free on-site parking

Staff canteen with kitchen facilities

Complimentary refreshments

Job summary

Tate is seeking a Customer Excellence Associate to join a structured, office-based team. The role combines pre- and post-order customer service to enhance the customer experience, processing orders and managing quality administration processes.

You will handle quotations, orders and enquiries, liaise with internal departments, and support delivery and export documentation while upholding high standards and attention to detail in a technical, engineering-focused market.

Qualifications

• Experience in office-based customer service order processing or a sales support role.
• Strong data entry accuracy and attention to detail.
• Experience working with multiple systems and a CRM.
• Excellent communication skills, both written and verbal.
• Ability to prioritise workload and adapt to changing demands.
• Methodical and process-driven approach.
• Problem-solving skills and a proactive attitude.
• Experience in a technical/engineering/manufacturing/industrial environment is advantageous.

Responsibilities

• Processing customer quotations and orders accurately and efficiently.
• Managing a high volume of customer enquiries via telephone, email and online platforms.
• Providing updates on order status, deliveries and product availability.
• Creating and maintaining customer account information within internal systems.
• Processing web orders and customer requests.
• Preparing and issuing pro-forma invoices.
• Coordinating with internal departments to source products and obtain quotations.
• Supporting customers with delivery and shipping information.
• Processing customer returns, feedback cases, credits and re-invoicing requests.
• Obtaining proof of delivery documentation from couriers.
• Working closely with warehouse and logistics teams to ensure accurate dispatch of orders.
• Preparing shipping and export documentation.
• Supporting field sales teams and international offices with quotations and customer enquiries.
• Maintaining compliance with company procedures, quality standards and international trade requirements.

Skills

Data entry accuracy

CRM systems

Communication skills

Prioritise workload

Problem-solving

Attention to detail

Engineering/technical market knowledge

SAP Business One (SAP B1)

HubSpot

Tools

SAP Business One (SAP B1)

HubSpot

Job description

Tate is seeking a Customer Excellence Associate to join a structured, office-based team. The role combines pre- and post-order customer service to enhance the customer experience, processing orders and managing quality administration processes.

You will handle quotations, orders and enquiries, liaise with internal departments, and support delivery and export documentation while upholding high standards and attention to detail in a technical, engineering-focused market.