Customer Service Representative/Expeditor

Clayton Controls; Santa Ana (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Career growth opportunities

Employee referral program

Paid time off

Parental leave

Job summary

Clayton Controls in California is seeking a customer service professional to manage quotes and orders within a defined territory. You will communicate pricing, lead times, order progress, and status updates with customers in a professional, customer-focused manner.

The role emphasizes teamwork, accurate quoting, and adherence to ISO guidelines while supporting ERP processes and supplier coordination to meet customer needs.

Qualifications

• Excellent written and verbal communication skills.
• Organized, detail-oriented, multi-tasker, adaptable, positive.
• Excellent phone etiquette.
• Proficient computer skills, including the Microsoft Office Suite.
• Customer Service Management system experience a must.

Responsibilities

• Regularly review open order reports to identify delivery delays and update customers.
• Coordinate with Purchasing/CSRs if part numbers, prices, or ship dates differ from ERP.
• Update order status and ship dates in the ERP system.
• Collaborate with outside sales to build customer relationships within territory.
• Provide timely quotes based on information from outside sales or direct customer requests.
• Process orders following Clayton Controls and ISO guidelines.
• Assist customers in resolving questions, including order status and expedite requests.
• Use suppliers and in-house tech support to answer product inquiries.
• Work with Accounting to resolve customer credit issues.
• Respond to customer calls and emails professionally.

Skills

Communication

Organization

Phone etiquette

MS Office

CRM experience

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Location

This Role is located in the state of California*

Company:

Clayton Controls

About Us:

Clayton Controls is a premier provider of automation solutions, specializing in motion control, robotics, machine vision, and industrial automation components. With a commitment to innovation and technical expertise, we help manufacturers and integrators improve efficiency, precision, and productivity. Our team partners with industry-leading suppliers to deliver customized solutions that meet the evolving needs of modern automation.

Visit our website: https://www.claytoncontrols.com/

Position Summary:

Provide exceptional customer service throughout the quote and order process. Working in a team to support a geographical territory, you will be communicating with customers regarding pricing, lead-times, order processing, status, and other customer service-related functions. Communication must be accomplished with a high degree of professionalism and customer focus that portrays our commitment to meeting the needs of our customers.

Tasks / Responsibilities (To include, but not limited to):

• Regularly review open order reports to find delivery delays, work with suppliers for status, and update customer(s). Includes daily updates for stock and direct orders in ERP system and update open order status, ship dates on POs and expedite where necessary. Save acknowledgements and link in ERP
• Notify Purchasing/CSRs if part number, price, shipping details or ship date do not match ERP system
• Review Order Lines Portal Promise Dates and update open sales orders and notify CSR
• Review Direct Ship PO Portal Date Due and update open POs and sales orders
• Team up with an outside salesperson to build customer relationships within your territory
• Provide timely and accurate quotes to customers with information provided by the outside salesperson or a direct request from the customer
• Process orders following Clayton Controls and ISO guidelines
• Assist customers in resolving questions, including status of orders and expedite requests
• Utilize our suppliers, their websites, and in-house technical support to answer customer inquiries about our products
• Work with the Accounting team to resolve customer credit issues
• Respond to all customer calls and e-mails professionally and efficiently

Skills, Knowledge and Abilities:

• Excellent written and verbal communication skills
• Organized, detail-oriented, multi-tasker, adaptable, positive
• Excellent phone etiquette
• Proficient computer skills, including the Microsoft Office Suite
• Customer Service Management system experience a must

Environmental/Physical Requirements:

Office/Sedentary Requirements – Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Preferred Experience/ Minimum Qualifications:

• High School Diploma or equivalent required
• 1-3 years of customer service experience
• 3-5 years of experience preferred

Additional Information Regarding Job Duties And Job Descriptions

Job duties include additional responsibilities as assigned by one’s manager/supervisor related to the position/department. This job description is meant to describe the general nature and level of work being performed, it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. Clayton Controls reserves the right, at any time, with or without notice, to modify or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Clayton Controls shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment, as required by the law

Clayton Controls operates as a vital subsidiary within Flow Control Group (FCG), a prominent holdings company that is a leading solutions provider focused on technically oriented products and services for flow control, fluid handling and process, industrial automation, and life sciences with locations throughout North America. As a critical intermediary between over 3,000 suppliers and 15,000 customers, over 90 brand companies, and close to 1,700 employees, FCG’s distribution and technical expertise serve an essential function in the movement of mission-critical components to a diverse array of end markets and applications.

Why Build a Career with Us?

Everyone’s an Owner of the Company:

Because every team member contributes to Flow Control Group’s success, everyone has the benefits of ownership! Flow Control Group has a broad-based employee ownership program extended to every employee within our portfolio companies.

Competitive Benefits:

• Medical, Dental and Vision insurance (among other plans)
• competitive 401(k) matching program
• career growth opportunities
• employee referral program
• paid time off and holidays
• parental leave

Training:

FCG University learning and training platform available to all employees offering over 80k courses.

Career Growth Opportunities:

At Flow Control Group, we are committed to your professional development. With a vast network of over 100 brands across North America, we provide unparalleled opportunities for growth and advancement. Whether you’re just starting your career or looking to take it to the next level, we offer custom training programs, mentorship, and a supportive environment to help you achieve your goals. Join us and be part of a dynamic team where your contributions make a real impact.

Equal Opportunity Employer:

Flow Control Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other legally protected characteristics.