Post-Sale Experience Specialist: Payments & Scheduling

Gilder Search Group; Milwaukee, Northern (WI, KY); Hybrid; USD 34,000 - 41,000; Full time

Benefits offered by this job

Paid vacation

Retirement plan

Medical insurance (health, dental, &视)

Lunch Saturdays

Storewide breaks

Employee discount

Training program

Job summary

Gilder Search Group seeks a detail-oriented Post-Sale Customer Experience Representative to bridge our sales team and customers. You will handle administrative wrap-up duties, process payments, coordinate financing, schedule white-glove deliveries and pickups, and maintain accurate records.

The ideal candidate has 7-10+ years in administrative support or customer service, an associate degree, strong Excel skills, and excellent handwriting and communication. Retail/furniture experience is a plus.

Qualifications

• 7-10+ years of professional experience in administrative support, customer service, or post-sale coordination. Retail experience is required; furniture or home furnishings background is a plus.
• Education: Associate degree required; Bachelor’s degree highly preferred.
• Technical & Math Proficiency: Strong Microsoft Excel skills (for pricing charts and office tracking), general computer literacy, proficiency with CRM/scheduling software, and comfortable working with basic math and standard calculators.
• Handwriting & Communication: Excellent, clear handwriting is essential. Exceptional verbal and written communication skills with a professional, reassuring telephone manner.
• Detail-Oriented: Exceptional accuracy when entering billing, financial, and customer data. Proven proofreading abilities.
• Professionalism & Adaptability: Professional appearance, strong interpersonal skills, quick on your feet, and able to multitask and handle busy retail periods with a positive attitude.

Responsibilities

• Finalize sales transactions by collecting and securely processing payment details, balance deposits, and final invoices with high accuracy.
• Guide customers through financing paperwork, verify lender approvals, and ensure all terms and documentation are completely accurate.
• Coordinate delivery timelines and pickup schedules with customers and logistics teams to arrange prompt, convenient service.
• Warmly greet customers, answer multi-line phones, and address inquiries with a friendly, professional attitude under pressure.
• Maintain meticulous records in CRM and office software, process customer mailings, write handwritten thank-you notes, scan documents, and perform pricing chart updates using Microsoft Excel.
• Review and proofread marketing materials and order details with meticulous attention to detail.

Skills

Customer service

Communication

Attention to detail

Multitasking

MS Excel

Education

Associate degree

Bachelor’s degree preferred

Tools

CRM software

Scheduling software

Microsoft Excel

Job description

Gilder Search Group seeks a detail-oriented Post-Sale Customer Experience Representative to bridge our sales team and customers. You will handle administrative wrap-up duties, process payments, coordinate financing, schedule white-glove deliveries and pickups, and maintain accurate records.

The ideal candidate has 7-10+ years in administrative support or customer service, an associate degree, strong Excel skills, and excellent handwriting and communication. Retail/furniture experience is a plus.