Customer Experience & Operations Specialist

Fortis Solutions Group; Lewisville (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Fortis Solutions Group in Lewisville, TX is seeking a Customer Experience Specialist to serve as the primary liaison for the assigned customer base throughout the order lifecycle. You will coordinate with sales and internal operations to meet customer requirements from inception to payment collection.

You will generate quotes, manage ERP records, process orders, and maintain strong customer relationships while providing timely, knowledgeable support.

Qualifications

• High School diploma required; Associate degree preferred in business, sales, marketing or similar curriculum.
• Minimum of 3 years progressive experience in a direct Customer Service role, preferably in printing/packaging.
• Experience managing or supporting customer accounts.

Responsibilities

• Serve as the primary point of contact for assigned customers and liaise with sales and operations.
• Generate quote requests and communicate with salespersons and customers regarding quotes and product specs.
• Initiate prepress requests and verify accuracy before submission to customers.
• Create and maintain item records in the ERP system to confirm current specifications.
• Process customer orders in the ERP system accurately and timely.
• Maintain customer records in ERP, including contacts and requirements.
• Communicate with production, prepress, and shipping about order status and requests.
• Proactively follow up with customers to ensure needs are met and issues resolved.

Skills

Customer service

Communication skills

Problem solving

Team collaboration

Attention to detail

MS Office

ERP software

CRM software

Smartsheet

Education

High School diploma

Associate degree preferred

Tools

ERP software

CRM software

Smartsheet

MS Office

Job description

Fortis Solutions Group in Lewisville, TX is seeking a Customer Experience Specialist to serve as the primary liaison for the assigned customer base throughout the order lifecycle. You will coordinate with sales and internal operations to meet customer requirements from inception to payment collection.

You will generate quotes, manage ERP records, process orders, and maintain strong customer relationships while providing timely, knowledgeable support.