Mechanical & Fluid Power Customer Solutions Specialist

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

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.