Customer Care Specialist

Meritas Advisory Group, LLC

Okmulgee (OK)

On-site

USD 42,000 - 60,000

Full time

8 days ago

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Job summary

Meritas Advisory Group, LLC is seeking a bilingual Customer Care Specialist based in Oklahoma to serve as a primary contact for customers. The role focuses on building relationships, processing orders, and coordinating with internal teams to ensure satisfaction across domestic and Latin American markets.

The ideal candidate will be highly organized, detail oriented, and experienced in customer service, order management, and sales support, with strong communication skills and proficiency in

Qualifications

  • Bachelor's degree or equivalent work experience.
  • Bilingual fluency in English and Spanish.
  • Experience in customer service, account management, inside sales, or sales support.
  • Strong written and verbal communication.
  • Proficiency with Microsoft Office and business systems.
  • Experience with ERP or CRM platforms such as SAP or Salesforce.

Responsibilities

  • Serve as a primary contact for customers via phone and email.
  • Develop and maintain strong customer relationships.
  • Provide order status updates and delivery timelines.
  • Coordinate customer requests and ensure timely resolution of issues.
  • Process customer orders for domestic and Latin American markets.
  • Maintain customer information and order records in ERP/CRM.
  • Prepare customer quotations and support sales initiatives.
  • Coordinate production schedules with manufacturing and operations.

Skills

Bilingual English/Spanish
Customer service
Communication skills
Organizational skills
Microsoft Office
ERP/CRM experience (SAP Salesforce)

Education

Bachelor's degree or equivalent

Tools

SAP
Salesforce
ERP system

Job description

Customer Care Specialist

Location: Oklahoma

Employment Type: Full-Time

Classification: Exempt

Position Overview

Our client is seeking a bilingual Customer Care Specialist to serve as a primary point of contact for customers. This individual will play a key role in building customer relationships, processing orders, coordinating with internal teams, and ensuring a high level of customer satisfaction.

The ideal candidate is highly organized, detail-oriented, comfortable working in a fast-paced environment, and experienced in customer service, order management, and sales support.

Key Responsibilities
Customer Service & Relationship Management
  • Serve as a primary contact for customers, responding to inquiries via phone and email.
  • Develop and maintain strong customer relationships.
  • Provide order status updates, delivery timelines, and assistance with customer concerns.
  • Coordinate customer requests and ensure timely resolution of issues.
Order Processing & Administration
  • Process customer orders for domestic and Latin American markets.
  • Maintain accurate customer information, pricing, and order records within an ERP system.
  • Establish new customer accounts and maintain customer databases.
  • Process invoices and shipping documentation.
  • Coordinate product sample requests and fulfillment.
Sales & Commercial Support
  • Prepare customer quotations for standard and customized products.
  • Support sales initiatives through customer communications, promotional materials, and product updates.
  • Work collaboratively with sales and other internal departments to meet customer needs.
Operations & Cross-Functional Coordination
  • Coordinate with manufacturing and operations teams to align production schedules with customer delivery expectations.
  • Manage product returns, credits, and related customer service issues.
  • Partner with quality and operations teams to resolve product or order concerns.
Required Qualifications
  • Bachelor's degree or equivalent relevant work experience.
  • Bilingual proficiency in English and Spanish.
  • Experience in customer service, customer account management, inside sales, or sales support.
  • Strong written and verbal communication skills.
  • Excellent organizational skills and attention to detail.
  • Proficiency with Microsoft Office and business systems.
  • Experience with ERP or CRM platforms such as SAP or Salesforce preferred.
  • Ability to manage multiple priorities and collaborate across departments.
  • Self-motivated, goal-oriented, and customer-focused.
Ideal Candidate

The successful candidate will demonstrate:

  • Strong interpersonal and relationship-building skills.
  • A proactive approach to problem-solving.
  • Ability to work effectively with sales, manufacturing, and operations teams.
  • A commitment to accuracy, responsiveness, and customer satisfaction.
  • Professionalism, adaptability, and a collaborative mindset.
Additional Information

This position supports both domestic and international customer accounts and requires frequent coordination with internal teams to ensure accurate order processing and timely customer support.

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