Customer Solutions Specialist

IDEX; Wheeling (IL); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

PTO

Job summary

IDEX is hiring a Customer Solution Specialist for Fluid Management to strengthen relationships with key customer accounts and internal teams. You will own order processing from inquiry to delivery, ensuring accuracy, timely handling, and clear communication across departments.

Responsibilities include coordinating with Account Executives, processing POs, validating requirements, and supporting order-to-cash processes while maintaining high customer satisfaction and accuracy.

Qualifications

• High School diploma or equivalent required.
• Associates Degree preferred.
• 2+ years Customer Service experience required.
• Excellent communication and written skills.
• Proficient with Microsoft Office applications.

Responsibilities

• Process purchase orders and manage customer inquiries to ensure timely processing.
• Coordinate with Account Executives, Service Partners, and distributors across North and Latin America.
• Review customer requirements, supporting documents, pricing approvals, and order details prior to processing.
• Support Order-to-Cash activities including exports, credits/rebills, RMAs, and related transactions.
• Proactively communicate order status and issues with internal and external stakeholders.

Skills

Customer Service

Communication

Office Software

Oracle/JD Edwards

Education

High School diploma or equivalent

Associates Degree

Tools

Oracle/JD Edwards

Job description

If you’re looking for a special place to build or grow your career, you’ve found it. Whether you’re an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact. With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses around the globe, chances are, we have something special for you.

SUMMARY OF PRIMARY FUNCTION

The Customer Solution Specialist is a critical role at Fluid Management that builds strong working relationships with key customer accounts, Account Executives, Accounting, Pricing, Technical Support, Operations, and Production. This role requires a high level of customer focus, product knowledge, problem-solving, and ownership to ensure accurate and timely order processing. The Customer Solution Specialist works proactively to facilitate smooth handoffs between departments, investigate and resolve order-related issues, and ensure customer requirements are met through clear communication and attention to detail. The primary goal of this position is to demonstrate customer obsession by providing clear, complete, accurate, and timely support to both internal and external customers while contributing to departmental performance, continuous improvement, and overall customer satisfaction.

SPECIFIC RESPONSIBILITIES

• Partner with Account Executives, Service Partners, and Independent Representatives/Distributors in North and Latin America to process purchase orders (equipment and spare parts) in JDE.
• Manage assigned inboxes, customer inquiries, and order requests while ensuring timely and accurate order processing.
• Review and validate customer requirements, supporting documentation, pricing approvals, customer master requirements, and order details prior to processing.
• Support Order-to-Cash activities including export documentation, credits/rebills, RMAs, and related transactions.
• Proactively communicate with customers, Account Executives, and internal stakeholders regarding order status, delivery updates, quality concerns, and order-related issues.
• Provide timely, accurate, and professional responses to customer inquiries and order changes through phone and email while ensuring clear communication and follow-through.
• Create, update, maintain, and reactivate Customer Masters as required.
• Ensure customer information, pricing requirements, supporting documentation, and appropriate credit approvals are obtained and maintained to support accurate order processing.
• Demonstrate strong organizational, time management, and prioritization skills while managing multiple customer requests, orders, and deadlines in a fast-paced environment.
• Achieve departmental metrics and performance expectations while operating in a process-driven environment and demonstrating accountability for quality, timeliness, accuracy, and customer satisfaction.
• Validate pricing and supporting documentation to ensure compliance with company policies and procedures.
• Ensure pricing exception requirements, approvals, and related documentation are obtained and applied appropriately.
• Obtain freight quotes and coordinate freight activities as needed.
• Identify process improvement opportunities and actively participate in achieving departmental goals, service level commitments, quality metrics, and continuous improvement initiatives.
• Proactively share knowledge within the team, document processes, and support cross-training initiatives to ensure business continuity and team success.
• Respond professionally and courteously to escalated customer concerns by utilizing strong problem-solving and investigative skills to identify effective solutions while coordinating with cross-functional teams as needed.
• Develop and maintain a working knowledge of Fluid Management products, systems, and business processes.
• Maintain order tracking tools, shared spreadsheets, and department logs to provide visibility into machine orders, spare parts orders, installations, backlog, and customer communications across departments.

QUALIFICATIONS

• High School diploma or equivalent & Associates Degree required.
• 2+ years Customer Service experience required.
• Exceptional interpersonal and telephone skills.
• Excellent communication skills including active listening.
• Great written and verbal skills.
• Experience in a high call volume position (20+ calls expected).
• Proficient computer skills with the ability to learn new software.
• Microsoft Office Applications (Word & Excel).
• Strong knowledge of Oracle / JD Edwards or a comparable ordering system or system comparable.
• Work in a team environment.
• Maintains a high ethical standard in customer satisfaction.
• Positive “can do” attitude.
• Must have solid time management and exemplary organizational skills.
• Display outstanding self-initiative requiring minimal supervision.
• Cross functional department interactions such as Sales, Accounting, and Operations.

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

DISCLAIMER

Major responsibilities include the principal functions of the job. The job description shall not be construed as a complete listing of all miscellaneous, incidental or other duties that may be assigned during normal operations. Requirements are subject to possible modification to reasonably accommodate qualified individuals with disabilities. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship. This statement affirms the continuing IDEX Corporation Policy on non-discrimination in employment and treatment during employment with regard to race, color, religion, sex, age, disability, national origin, ancestry, marital status, parental status, veteran’s status, or any other non-job related characteristic or criteria protected by law. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Human Resources Team at [e-mail].

Total Rewards

The compensation range for this position is $37,500.00 - $56,300.00, depending on experience. This position may be eligible for performance based bonus plan.

Benefits Package

• Health benefits
• 401(k) retirement savings program with company match
• PTO
• and more.

More information on our benefits and rewards can be found on our career page: https://www.idexcorp.com/careers/our-benefits-and-rewards/

IDEX is an Equal Opportunity Employer.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply.

Please contact our Talent Acquisition Team at [e-mail] for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests.

Do not inquire as to the status of an application. This posting is for an existing vacancy.

Artificial intelligence is not used to screen, assess or select applicants.

Idex (NYSE: IEX) is a company that has undoubtedly touched your life in some way. In fact, IDEX businesses make thousands of products that are mission-critical components in everyday activities. Chances are the car you’re driving has a BAND-IT® clamp holding your side airbag safely in place. If you were ever in a car accident, a Hurst Jaws of Life® rescue tool may have saved your life. If you or a family member is battling cancer, your doctor may have tested your DNA in a quest to find the best targeted medicine for you. It’s likely your DNA test was run on equipment that contains components made by our growing IDEX Health & Science team.