Customer Experience & Order Management Specialist

Fortis Solutions Group; Virginia Beach (VA); On-site; USD 50,000 - 65,000; Full time

Job summary

Fortis Solutions Group is seeking a Customer Experience Specialist to be the main liaison for customers, sales, and operations. You will manage quotes, orders, and ERP/CRM data, ensuring accurate records and proactive communication throughout the order lifecycle.

The role emphasizes high-quality customer service, attention to detail, and teamwork to meet customer requirements and deadlines in an onsite office environment.

Qualifications

• Deliver exceptional customer service across the order lifecycle.
• Strong written and verbal communication skills.
• Able to think creatively to solve problems and anticipate needs.
• Collaborate with sales and operations to meet customer requirements.
• Maintain accurate customer records in ERP/CRM systems.

Responsibilities

• Serve as primary contact for assigned customers from order inception to payment.
• Generate quote requests and coordinate with sales and customers.
• Initiate prepress requests and verify accuracy before submissions.
• Create and maintain item records in the ERP system.
• Process orders accurately and monitor inventory levels.
• Communicate order status with production, shipping, and customers.
• Address customer inquiries promptly and proactively follow up.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Team collaboration

Multi-tasking

Attention to detail

MS Office

ERP software

CRM software

Smartsheet

Education

High School diploma

Associate degree preferred

Tools

ERP Software

CRM software

MS Office

Smartsheet

Job description

Fortis Solutions Group is seeking a Customer Experience Specialist to be the main liaison for customers, sales, and operations. You will manage quotes, orders, and ERP/CRM data, ensuring accurate records and proactive communication throughout the order lifecycle.

The role emphasizes high-quality customer service, attention to detail, and teamwork to meet customer requirements and deadlines in an onsite office environment.