Client Operations & Fulfillment Specialist

SustainableHR PEO & Recruiting; Madison (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

A human resources and recruitment firm is seeking a detail-oriented Buyer or Client Specialist in Madison, Wisconsin. This mid-level operational role emphasizes strong analytical and communication skills to manage client orders and internal processes effectively. Ideal candidates will have 3-5 years of relevant experience and demonstrate proficiency in advanced Excel functionalities and Salesforce CRM. The position entails ensuring accurate order processing, providing high-quality client support, and reporting on operational metrics to enhance process efficiency.

Qualifications

• 3–5+ years of experience in operations, purchasing, supply chain, or client support roles.
• Strong proficiency in Microsoft Excel, including pivot tables and data analysis.
• Experience working with Salesforce or similar CRM systems.
• Ability to manage multiple priorities in a fast-paced operational environment.

Responsibilities

• Serve as primary operational contact for clients regarding orders and updates.
• Manage and process purchase orders ensuring accuracy.
• Maintain and update customer and order data within Salesforce.
• Utilize Excel for data management and operational analysis.
• Collaborate with purchasing, logistics, and sales teams for order efficiency.
• Generate operational reports to track order volume and performance.

Skills

Strong analytical skills

Excellent communication abilities

Proficiency in Microsoft Excel

Experience with Salesforce CRM

Organizational skills

Attention to detail

Relationship management

Analytical mindset

Tools

Salesforce

Excel

Job description

A human resources and recruitment firm is seeking a detail-oriented Buyer or Client Specialist in Madison, Wisconsin. This mid-level operational role emphasizes strong analytical and communication skills to manage client orders and internal processes effectively. Ideal candidates will have 3-5 years of relevant experience and demonstrate proficiency in advanced Excel functionalities and Salesforce CRM. The position entails ensuring accurate order processing, providing high-quality client support, and reporting on operational metrics to enhance process efficiency.