Client 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

We are seeking a detail-oriented and customer-focused Buyer or Client Specialist to support our purchasing and client fulfillment operations. This role serves as a key bridge between clients, internal sales teams, and operational departments to ensure orders are processed accurately, efficiently, and with a high level of service.

The ideal candidate combines strong analytical skills with excellent communication abilities, allowing them to manage complex order workflows, maintain accurate data in company systems, and provide responsive support to clients and internal stakeholders. This position requires comfort working with advanced Excel functions, Salesforce CRM, and order management systems while maintaining a professional and proactive client-facing presence.

This is a mid-level operational role that offers the opportunity to contribute to process improvements, reporting, and cross-functional coordination while ensuring a seamless experience for our customers.

Key Responsibilities

• Serve as a primary operational contact for clients and internal sales teams regarding orders, product availability, timelines, and fulfillment updates.
• Manage and process purchase orders, ensuring accuracy in pricing, quantities, delivery timelines, and documentation.
• Maintain and update customer, order, and product data within Salesforce and internal systems.
• Utilize Excel for advanced data management, reporting, order tracking, reconciliation, and operational analysis.
• Monitor order pipelines and proactively address potential issues related to fulfillment, inventory, or timelines.
• Collaborate with purchasing, logistics, and sales teams to ensure efficient order processing and delivery.
• Provide clients with timely updates, issue resolution, and ongoing support throughout the order lifecycle.
• Generate operational reports and dashboards to track order volume, fulfillment performance, and client activity.
• Identify opportunities to improve operational workflows, data accuracy, and reporting processes.
• Assist with forecasting, order planning, and internal coordination to support business growth.

Qualifications

• 3–5+ years of experience in operations, purchasing, supply chain, or client support roles.
• Strong proficiency in Microsoft Excel, including functions such as pivot tables, lookups, and data analysis.
• Experience working with Salesforce or similar CRM systems.
• Excellent organizational skills and attention to detail in managing high volumes of order and client data.
• Strong communication and relationship management skills with both clients and internal teams.
• Ability to manage multiple priorities in a fast-paced operational environment.
• Analytical mindset with the ability to identify trends and improve operational efficiency.

Preferred Experience

• Experience in purchasing, order management, or supply chain operations.
• Experience supporting sales teams or working in a client-facing operational role.
• Familiarity with inventory, procurement, or fulfillment processes.

What Success Looks Like

• Orders are processed accurately and efficiently with minimal errors.
• Clients receive timely communication and excellent service throughout the order process.
• Operational reporting is clear, reliable, and actionable.
• Cross-functional collaboration helps streamline purchasing and fulfillment processes.