Customer Service Representative

Insight Global; Ashburn (VA); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Insight Global is seeking an organized Order Management / Sales Operations Coordinator to support the full lifecycle of customer orders from quote to delivery. You will work with Sales, Operations, Logistics, and customers to ensure accurate entry, aligned contracts, on-time deliveries, and proactive communication.

The role emphasizes cross-functional collaboration, attention to detail, and proactive problem solving to improve the customer experience and identify upsell opportunities.

Qualifications

• Experience in order management, sales operations, customer service, logistics coordination, or similar roles.
• Strong attention to detail, especially for pricing, contracts, POs, and order docs.
• Experience with ERP/CRM/order management systems.
• Ability to manage multiple orders and priorities simultaneously.
• Strong written and verbal communication skills.
• Comfortable working cross-functionally with Sales, Operations, Logistics, and customer teams.
• Experience coordinating shipments or delivery timelines is preferred.

Responsabilités

• Review customer agreements to verify contract terms, pricing, and compliance.
• Enter and manage orders within ERP/CRM systems and internal databases.
• Send formal order acknowledgments confirming order details and pricing.
• Process amendments and modifications to active orders.
• Coordinate changes across departments and maintain accurate order records.
• Review PO/quotes and coordinate delivery schedules with internal teams.
• Monitor shipments and address issues to ensure on-time delivery.
• Serve as a point of contact for customers on orders, pricing, delivery dates, and tracking.
• Identify upsell or cross-sell opportunities during customer interactions.

Connaissances

Order management

Sales operations

Customer service

ERP experience

Attention to detail

Cross-functional collaboration

Description du poste

Position Overview

We are seeking an organized, detail-oriented Order Management / Sales Operations Coordinator to support the full lifecycle of customer orders, from initial quote and contract review through delivery and ongoing account support.

This person will work closely with Sales, Operations, Logistics, and customers to ensure orders are entered accurately, contracts and purchase orders are aligned, deliveries stay on schedule, and customers receive timely communication throughout the process.

Key Responsibilities

Order Processing & Contract Review | 30%

• Review customer agreements to verify contract terms, pricing, and compliance.
• Enter and manage technical/product orders within internal databases and ERP systems.
• Send formal order acknowledgments confirming order details, pricing, and receipt.
• Process amendments and modifications to active orders.
• Coordinate changes across internal departments and maintain accurate order records.

Logistics & Delivery Coordination | 20%

• Review incoming purchase orders against original quotes, agreements, and applicable requirements.
• Coordinate delivery schedules across internal teams, operations, logistics, and customers.
• Monitor shipments and transportation activities to support accurate, on-time delivery.
• Help identify and address order or delivery issues before they impact the customer.
• Partner with Sales Process Coordinators and sales teams to route, process, and track pending quotes and RFPs.
• Process customer quote approvals and transition accepted quotes into active technical orders.
• Identify potential product upsell or cross-sell opportunities during customer interactions.

Customer Communication & Account Support | 30%

• Serve as a point of contact for customer questions regarding orders, pricing, delivery dates, and tracking.
• Resolve order-related issues and communicate updates to customers in a timely manner.
• Partner with Sales, Operations, and Logistics to streamline fulfillment and improve the customer experience.
• Maintain detailed records of customer interactions, order changes, feedback, and support requests within internal databases and CRM systems.

Qualifications

• Experience in order management, sales operations, customer service, logistics coordination, contract administration, or a similar role.
• Strong attention to detail, especially when reviewing pricing, contracts, purchase orders, and order documentation.
• Experience working with ERP, CRM, order management, or internal database systems.
• Ability to manage multiple customer orders and priorities simultaneously.
• Strong written and verbal communication skills.
• Comfortable working cross-functionally with Sales, Operations, Logistics, and customer-facing teams.
• Strong organizational and problem-solving skills.
• Experience coordinating product shipments or delivery timelines is preferred.
• Experience supporting quotes, RFPs, purchase orders, or contract amendments is preferred.