B2B Customer Operations Specialist

Jobtailor; Austin (TX); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Jobtailor is seeking a detail-oriented professional to manage the full order lifecycle for US wholesale customers from entry through ship date. You will collaborate with warehouse, logistics, finance and sales to ensure on-time, in-full delivery and resolve order-to-cash issues within CRM/ERP systems such as NetSuite.

The role emphasizes handling quotes, replenishment guidance, and outbound campaigns to drive reorder revenue, while maintaining focus on routing guides and chargeback reduction.

Qualifications

• 1+ years in B2B customer service, wholesale support or inside sales.
• Strong communication, follow-through and problem-solving skills.
• Comfortable with CRM and ERP/order management.
• Able to prioritise in a fast-paced environment.
• Exposure to wholesale operations, logistics or 3PL/shipping carriers is a plus.

Responsibilities

• Manage wholesale customer enquiries and the full order lifecycle, including entry, changes, allocations, substitutions and ship-date confirmations.
• Resolve order-to-cash issues and document actions in CRM/ERP.
• Coordinate with warehouse/3PL, logistics, finance and sales to support on-time, in-full delivery.
• Follow routing guides and compliance requirements to reduce chargebacks.
• Qualify customer needs and recommend replenishment options and products.
• Prepare quotes, follow up to close and convert service interactions into reorder revenue.
• Run outbound campaigns for reorders, seasonal deadlines and lapsed accounts.
• Manage the US NetSuite B2B CRM tool for US wholesale and Americas distributors.
• Support weekly stock replenishment for owned retail.

Skills

B2B Customer Service

Order Management

CRM/ERP Proficiency

Wholesale Operations

Problem-Solving Skills

Tools

NetSuite

CRM Tools

ERP Systems

Job description

• Manage wholesale customer enquiries and the full order lifecycle, including entry, changes, allocations, substitutions and ship-date confirmations
• Resolve order-to-cash issues and document actions in CRM/ERP
• Coordinate with warehouse/3PL, logistics, finance and sales to support on-time, in-full delivery
• Follow routing guides and compliance requirements to reduce chargebacks
• Qualify customer needs and recommend replenishment options and products
• Prepare quotes, follow up to close and convert service interactions into reorder revenue
• Run outbound campaigns for reorders, seasonal deadlines and lapsed accounts
• Manage the US NetSuite B2B CRM tool for US wholesale and Americas distributors
• Support weekly stock replenishment for owned retail

Requirements

• 1+ years of experience in B2B customer service, wholesale support or inside sales
• Strong communication, follow-through and problem-solving skills
• Comfortable with CRM and ERP/order management
• Able to prioritise in a fast-paced environment
• Comfortable working towards sales and activity goals with a track record of delivering resultsSome exposure to wholesale operations, logistics or working with 3PL/shipping carriers is a plus

Core Competencies

Demonstrates expertise in managing the full order lifecycle, including customer inquiries, order management, and coordination with logistics and finance to ensure timely delivery. Proficient in utilizing CRM and ERP systems, particularly NetSuite, to enhance customer service and drive sales results.

Highest-signal resume keywords

• B2B Customer Service
• Order Management
• CRM/ERP Proficiency
• Wholesale Operations
• Problem-Solving Skills

ATS Optimization Keywords

Hard Skills

• Order Lifecycle Management
• Sales Support
• Quote Preparation
• Stock Replenishment
• Chargeback Reduction

Soft Skills

• Strong Communication
• Follow-Through
• Prioritization
• Results-Driven

Industry Keywords

• Wholesale Support
• Logistics Coordination
• 3PL
• Order-To-Cash

Tools & Technologies

• NetSuite
• CRM Tools
• ERP Systems