The Customer Operations Specialist is a cross-functional role responsible for supporting internal sales operations, digital sales channels and in‑person customer engagement. This position serves as a central point of coordination across operations, sales, eCommerce, and marketing. The role helps ensure that customer needs are captured, routed, and resolved efficiently while supporting a seamless buying experience from initial inquiry through order execution.
Customer Engagement & Support
- Respond to inbound customer inquiries across in‑store, front counter, phone, chat, email, and website channels.
- Process orders for equipment, supplies, accessories, and other items using the P21 ERP system.
- Support walk‑in and phone‑in customers through front counter order entry, product assistance, and issue resolution.
- Route opportunities, questions, and customer needs to appropriate sales, business development, operations, or support teams.
- Contribute to the visual presentation and overall customer experience of the retail showroom.
- Answer and handle incoming calls, directing callers to appropriate parties as needed.
- Deliver a high level of service aligned with company standards.
Branch Operations & Logistics Support
- Perform receiving activities, including unpacking items, receiving inventory into the P21 ERP system, and stocking received products in the warehouse and/or on the local showroom floor.
- Assist with item transfers, RMAs, COD processing, and other branch operational transactions.
- Support branch rentals by configuring and testing equipment for customer use, utilizing the equipment tracking system, maintaining customer files, and invoicing clients for rentals.
eCommerce & Website Operations
- Process and manage orders originating from eBay and the Duncan‑Parnell Online Store.
- Maintain eBay sales for the branch, including management of listed inventory and timely processing of related orders.
- Process and manage online orders and subscriptions.
- Maintain and manage user accounts, including tax‑exempt setup.
- Support website operations by troubleshooting order or account issues.
- Submit support tickets and coordinate with marketing and web developers.
- Maintain accuracy of website product listings by adding, updating, or removing content as needed.
- Monitor transactions for fraud risk and coordinate with internal stakeholders.
- Assist with monthly reporting on web sales performance.
Sales Operations Support
- Support order processing and quote conversion for equipment, supplies, accessories, and other items.
- Process orders originating from D‑P Sales and Business Development Representatives and other D‑P team members.
- Maintain customer and contact records.
- Assist with item transfers, RMAs, and COD processing.
- Support inside sales workflows, documentation, and customer follow‑up.
- Perform other sales, operational, and administrative support duties as requested by the Branch Manager.
Required Skills & Abilities
- Strong customer service mindset with professional communication skills.
- Highly organized with ability to manage multiple workflows simultaneously.
- Detail‑oriented with strong accuracy in order and data processing.
- Ability to troubleshoot issues and coordinate across teams.
- Self‑starter with a proactive, problem‑solving attitude.
- Ability to lift, carry or move objects up to 50 lbs.
- Ability to bend, kneel, and reach as needed to perform daily tasks.
Education & Experience
- High school diploma required; associate or bachelor’s degree preferred.
- Experience in customer service, sales support, or eCommerce operations.
- Experience with ERP systems (P21 preferred), CRM systems, and web platforms.
- Familiarity with geospatial, construction, or technical products is a plus.