Customer Engagement Specialist – SAP & Salesforce Pro

ZP Group; Malvern (Chester County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K with company match

PTO & Sick Leave

Paid Holidays

Job summary

Piper Companies is seeking a Customer Engagement Representative to join a leading global industrial automation company on site in Malvern, PA. The role supports the full customer lifecycle, including quoting, order entry, order management, billing, and issue resolution, utilizing Salesforce and SAP.

You will handle quotes and orders in SAP, maintain records in Salesforce, and coordinate with sales, finance, planning, IT, and other teams.

Qualifications

• 4+ years of customer service, engagement, order processing or related experience.
• Hands-on experience with ERP and CRM systems, preferably SAP and Salesforce.
• Experience with SAP order entry/SD processes, including ATP checks, pricing, and credit memo workflows.
• Strong written and verbal communication skills.
• Proven ability to meet quality, productivity, and SLA targets in a customer-facing environment.
• Strong problem-solving, ownership, conflict-resolution, and follow-through skills.
• Associate's or Bachelor's degree preferred; High School Diploma or GED required.

Responsibilities

• Support customers by phone and email regarding pricing, delivery, order status, invoicing, product availability, and account questions.
• Own customer issues from diagnosis to resolution, coordinating with sales, finance, planning, IT, and other teams as needed.
• Create and process quotes and orders in SAP, verifying inventory, pricing, delivery dates, and required information.
• Handle billing discrepancies, expedited orders, returns, special pricing, samples, and difficult interactions professionally.
• Maintain accurate customer, case, quote, and order records in Salesforce and SAP, including order entry, ATP checks, pricing, and credit memo workflows.
• Identify recurring customer or process issues and recommend workflow, documentation, training, or process improvements.
• Assist with new hire onboarding and provide training on Salesforce and SAP processes.
• Consistently meet established quality, productivity, response-time, SLA, order accuracy, and customer-service metrics.

Skills

Customer service

ERP

CRM

Salesforce

SAP

Excel

Power BI

Communication

Education

High School Diploma or GED

Associate's degree

Bachelor's degree

Tools

SAP

Salesforce

Excel

Power BI

Job description

Piper Companies is seeking a Customer Engagement Representative to join a leading global industrial automation company on site in Malvern, PA. The role supports the full customer lifecycle, including quoting, order entry, order management, billing, and issue resolution, utilizing Salesforce and SAP.

You will handle quotes and orders in SAP, maintain records in Salesforce, and coordinate with sales, finance, planning, IT, and other teams.