Customer Service & Order Operations Specialist

Paycom - ATS; Scotts Valley (CA); On-site; USD 41,000 - 45,000; Full time

Job summary

Digital Dynamics Inc. in Scotts Valley, CA is seeking a Customer Service Representative I to support order management, customer responsiveness, and sales operations.

The role combines customer support with advanced data analysis and Excel-driven reporting to monitor orders and reduce escalations. You will act as the main contact for buyers, coordinate with Sales and Logistics, and maintain accurate records across ERP and portals while identifying opportunities to improve processes and customer

Qualifications

• Minimum of three years of customer service, order management, sales operations, or customer operations experience.
• Advanced proficiency in Microsoft Excel, including pivot tables, formulas, data analysis, and charting.
• Experience with order-management systems and customer-service workflows.

Responsibilities

• Serve as the primary point of contact for customer buyers regarding product availability, order status, lead times, delivery schedules, and logistics.
• Process and track sales orders, purchase orders, RMAs, and delivery schedules using the company’s ERP system.
• Coordinate with Sales, Demand Planning, Logistics, and Quality to resolve customer issues and support timely order fulfillment.
• Proactively communicate delays, changes, and other important updates to customers in a clear and professional manner.
• Maintain accurate customer records, purchase orders, RMA requests, and inquiry documentation in designated systems, customer portals, and shared network drives.
• Identify and escalate urgent customer or order issues and ensure timely follow-through.
• Use advanced Excel tools, including pivot tables, VLOOKUP/XLOOKUP, Power Query, formulas, charts, and macros, to manage and analyze customer data.
• Create and maintain reports, forecasting dashboards, and other customer-operations reporting tools.
• Analyze customer and order data to identify trends and recommend process improvements.

Skills

Customer service

Order management

Sales operations

Data analysis

Communication

Attention to detail

Multitasking

Timely follow-through

Education

High school diploma or equivalent

Associate degree preferred

Tools

Excel

SAP

Ariba

Syspro

CRM platforms

Job description

Digital Dynamics Inc. in Scotts Valley, CA is seeking a Customer Service Representative I to support order management, customer responsiveness, and sales operations.

The role combines customer support with advanced data analysis and Excel-driven reporting to monitor orders and reduce escalations. You will act as the main contact for buyers, coordinate with Sales and Logistics, and maintain accurate records across ERP and portals while identifying opportunities to improve processes and customer