Customer Support Representative (Mechanical & Fluid Power)

Southwestern Controls; Town of Texas (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Southwestern Controls, established in 1954, seeks a full-time Customer Support & Order Processing specialist to assist customers with product selection, quotes, and orders. You will use Profit 21 (P21) to manage orders, RMAs, and billing while coordinating with vendors and internal teams to support fulfillment and repairs.

The role requires 2-3 years in a similar industry or a Bachelor's degree, with on-site work at the Dallas, TX facility.

Qualifications

• 2-3 years of work experience in a similar industry or a Bachelor's degree.
• Assist customers with product selection and troubleshooting.
• Process quotes, orders, RMAs, and invoices with attention to detail.

Responsibilities

• Assist customers in troubleshooting product issues and documenting reported problems including mechanical and fluid power.
• Identify and recommend products based on customer application requirements.
• Examine returned products to determine failure condition and required corrective action.
• Process customer inquiries related to product specifications, pricing, availability, and order status.
• Prepare and issue customer quotes using current pricing and inventory data.
• Enter and maintain sales orders, blanket orders, and release schedules in Profit 21 (P21).
• Process return material authorizations (RMAs) and record findings in ERP.
• Explain technical concepts including torque, horsepower, pressure, and work as they relate to product application (mechanical and fluid systems).
• Apply basic physical principles, including the differences between solids, liquids, and gases, when reviewing product use cases.
• Expedite orders by coordinating with vendors, warehouse staff, and freight carriers.
• Generate invoices and follow up on unpaid balances per accounts receivable procedures.
• Run and review inventory, open order, purchase order, quote, and billing reports.
• Track and resolve outstanding order, inventory, return, and billing issues.
• Perform inventory control activities including tracking, counts, and adjustments.
• Handle shipping and receiving activities as assigned.
• Support territory managers with quoting, order processing, and customer follow-up.

Skills

Customer support

Order processing

ERP systems

Troubleshooting

Quoting

Invoicing

Inventory management

Communication

Problem solving

Education

2-3 years work experience or Bachelor's degree

Tools

Profit 21 (P21)

Job description

Job Description

Provide customer and order support for mechanical distribution products by assisting customers with product selection and troubleshooting, processing quotes, orders, returns, and inventory transactions in an ERP system, and coordinating with vendors and internal teams to support order fulfillment, repairs, and billing.

Responsibilities

• Assist customers in troubleshooting product issues and documenting reported problems including mechanical and fluid power.
• Identify and recommend products based on customer application requirements.
• Examine returned products to determine failure condition and required corrective action.
• Process customer inquiries related to product specifications, pricing, availability, and order status.
• Prepare and issue customer quotes using current pricing and inventory data.
• Enter and maintain sales orders, blanket orders, and release schedules in Profit 21 (P21).
• Process return material authorizations (RMAs) and record findings in ERP.
• Explain technical concepts including torque, horsepower, pressure, and work as they relate to product application (mechanical and fluid systems).
• Apply basic physical principles, including the differences between solids, liquids, and gases, when reviewing product use cases.
• Expedite orders by coordinating with vendors, warehouse staff, and freight carriers.
• Generate invoices and follow up on unpaid balances per accounts receivable procedures.
• Run and review inventory, open order, purchase order, quote, and billing reports.
• Track and resolve outstanding order, inventory, return, and billing issues.
• Perform inventory control activities including tracking, counts, and adjustments.
• Handle shipping and receiving activities as assigned.
• Support territory managers with quoting, order processing, and customer follow-up.

We provide the tools, resources, and training that enable you to take on many responsibilities and perform at your highest level.

Working Conditions: Office Environment Onsite, 8808 Sovereign Row, Dallas, Texas.

Travel: Limited for training

Education: 2-3 years work experience in a similar industry or Bachelor's degree.

Job Type: In office, Full-Time

Work hours- 8-5 with hour for lunch

Join our team. Solve problems. Move your career forward.

Company Description

Established in 1954, Southwestern Controls' diverse market presence provides stability under the toughest economic conditions. As a designer and distributor of technical systems and components Southwestern Controls provides custom solutions in the healthcare, scientific, environmental, oil field and other growing industries. Our Technical Sales and Customer Service Representative team help customers develop new products or improve existing ones. Our Internet Marketing teams have 2 eCommerce sites, several brochure sites, and advertise on Google and YouTube. Together, we improve the world in ways our people are proud of.