Customer Sales and Service Representative

Applied; Charlotte (NC); On-site; USD 23,000 - 34,000; Full time

Job summary

Applied Industrial Technologies seeks a detail-oriented Customer Service Representative to be the primary contact for customers. You will process orders, respond to inquiries, and coordinate with sales, purchasing, warehouse, and operations to ensure satisfaction.

The ideal candidate has 2+ years in customer service, experience with ERP systems (Prophet 21 is preferred), and strong MS Office skills. Excellent communication and organizational abilities are essential for success in a fast-paced

Qualifications

• High school diploma or equivalent.
• 2+ years of customer service experience in distribution/industrial/wholesale.
• Experience with Prophet 21 (P21) ERP system.
• Proficiency in Microsoft Office (Outlook, Excel, Word, Teams).
• Excellent verbal and written communication.
• Strong organizational skills and attention to detail.
• Ability to multitask and manage priorities in a fast-paced environment.
• Strong problem-solving and decision-making skills.
• Professional and positive customer-focused attitude.

Responsibilities

• Provide outstanding customer service via phone, email, and other channels.
• Process customer orders, quotes, returns, and inquiries accurately.
• Enter and maintain customer and order information within Prophet 21 ERP.
• Monitor order status and proactively communicate updates regarding shipments, delays, and product availability.
• Resolve customer concerns and complaints in a professional and timely manner.
• Coordinate with Sales, Purchasing, Warehouse, and Accounting teams to support customer needs.
• Maintain accurate customer records and documentation.
• Assist customers with product information, pricing, availability, and account-related questions.
• Generate reports and perform administrative tasks using Microsoft Office applications.
• Support continuous improvement initiatives to enhance customer satisfaction and operational efficiency.
• Follow company policies, procedures, and service standards.

Skills

Customer service

Communication

Multitasking

Attention to detail

Time management

Problem solving

Education

High school diploma or equivalent

Associate's or bachelor's degree (preferred)

Tools

Prophet 21 (P21)

Microsoft Office Suite

Job description

Position Summary

CFC is seeking a detail-oriented and customer-focused Customer Service Representative to serve as the primary point of contact for customers. This role is responsible for processing orders, responding to customer inquiries, resolving issues, and coordinating with sales, purchasing, warehouse, and operations teams to ensure exceptional customer satisfaction. The ideal candidate will have strong communication skills, prior customer service experience, and proficiency with ERP and Microsoft Office applications.

Key Responsibilities

• Provide outstanding customer service via phone, email, and other communication channels.
• Process customer orders, quotes, returns, and inquiries accurately and efficiently.
• Enter and maintain customer and order information within the Prophet 21 (P21) ERP system.
• Monitor order status and proactively communicate updates regarding shipments, delays, and product availability.
• Resolve customer concerns and complaints in a professional and timely manner.
• Coordinate with Sales, Purchasing, Warehouse, and Accounting teams to support customer needs.
• Maintain accurate customer records and documentation.
• Assist customers with product information, pricing, availability, and account-related questions.
• Generate reports and perform administrative tasks using Microsoft Office applications.
• Support continuous improvement initiatives to enhance customer satisfaction and operational efficiency.
• Follow company policies, procedures, and service standards.

Qualifications

Required

• High school diploma or equivalent.
• 2+ years of customer service experience, preferably in a distribution, industrial, manufacturing, or wholesale environment.
• Experience working with an ERP system; Prophet 21 (P21) experience is strongly preferred.
• Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and Teams.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to multitask and manage priorities in a fast-paced environment.
• Strong problem-solving and decision-making skills.
• Professional and positive customer-focused attitude.

Preferred

• Associate's or bachelor's degree in Business or a related field.
• Experience supporting inside sales or order management functions.
• Knowledge of inventory, purchasing, and distribution processes.
• Experience with CRM systems and customer account management.

Competencies

• Customer Focus
• Communication
• Teamwork and Collaboration
• Problem Solving
• Time Management
• Attention to Detail
• Adaptability
• Accountability

Physical Requirements

• Ability to sit and work at a computer for extended periods.
• Ability to occasionally lift up to twenty pounds.
• Regular use of computer, telephone, and office equipment.

Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise.

Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.