PostSale Customer Experience Representative

Morgan Dar; Milwaukee (WI); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Paid vacation

Retirement plan with profit sharing

Medical, dental, and vision insurance

Lunch provided on Saturdays

Annual storewide breaks

Company apparel provided

Employee discount

Paid structured training program

Job summary

Morgan Dar in Milwaukee seeks a detail-oriented Post-Sale Customer Experience Representative to bridge the sales team and customers. You will wrap up post-sale tasks, process payments, coordinate financing, schedule white-glove deliveries and maintain records.

Ideal candidates have 7–10+ years in admin or customer service, an associate degree (bachelor’s preferred), strong Excel and CRM skills, and sharp handwriting for handwritten notes.

Qualifications

• 7-10+ years of professional experience in administrative support, customer service, or post-sale coordination.
• Associate degree required; Bachelor’s degree highly preferred.
• Strong Microsoft Excel skills for pricing charts and tracking, CRM/scheduling software proficiency, and basic math.
• Excellent handwriting and strong verbal/written communication with a professional telephone manner.
• Detail-oriented with accuracy in billing and data entry; proven proofreading abilities.
• Professional appearance, interpersonal skills, and ability to multitask in busy retail periods.

Responsibilities

• Complete transactions and securely process payments, deposits, and final invoices.
• Guide customers through financing paperwork and verify lender approvals.
• Coordinate delivery timelines and pickups with customers and logistics teams.
• Answer phones and greet customers with a warm, professional demeanor.
• Maintain meticulous records in CRM and office software; process mailings and documentation.
• Review marketing materials and order details for proofreading accuracy.

Skills

Detail-oriented

Excellent handwriting

Verbal and written communication

Professional appearance

Multitasking

Education

Associate degree

Bachelor’s degree

Tools

Microsoft Excel

CRM/Scheduling software

Job description

Post-Sale Customer Experience Representative

Employment Type:

Full-Time or Part-Time (4-5 days per week; Full-Time preferred)

Schedule:

Tuesday - Saturday (Sunday & Monday OFF). Saturday availability is required.

Pay Range:

$25 - $30 per hour

Position Overview

We are seeking a detail-oriented, mature, and personable Administrative Assistant / Post-Sale Customer Experience Representative to serve as the essential bridge between our sales team and our customers. In this role, you will take ownership of the post-sale customer journey—handling administrative wrap-up duties, processing payments, coordinating financing, scheduling white-glove deliveries and pickups, and maintaining accurate records.

Key Responsibilities

• Transaction Completion & Payment Processing: Finalize sales transactions by collecting and securely processing payment details, balance deposits, and final invoices with high accuracy.
• Financing Administration: Guide customers through financing paperwork, verify lender approvals, and ensure all terms and documentation are completely accurate.
• Delivery & Pickup Scheduling: Coordinate delivery timelines and pickup schedules with customers and logistics teams to arrange prompt, convenient service.
• Front-Desk Customer Interaction: Warmly greet customers, answer multi-line phones, and address inquiries with a friendly, professional attitude under pressure.
• Office & Administrative Projects: 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.
• Quality Assurance & Proofreading: Review and proofread marketing materials and order details with meticulous attention to detail.

Qualifications & Skills

• Experience: 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.

Work Schedule & Hours

• Workweek: 4 to 5 days per week (Tuesday through Saturday).
• Off Days: Sunday and Monday.
• Shift Times:
• Tuesday, Wednesday, Thursday: 10:00 AM - 6:00 PM
• Friday: 10:00 AM - 7:00 PM
• Saturday: 10:00 AM - 5:00 PM (Saturdays are required)
• Holidays: Required working days include Post-Christmas to New Year’s, Presidents' Day Weekend, Memorial Day Weekend, Labor Day Weekend, Black Friday / Day after Thanksgiving. (NO Sundays ever!)

Benefits & Perks (For Full-Time Employees)

• Paid vacation
• Employer-sponsored retirement profit-sharing plan
• Comprehensive medical, dental, and vision insurance
• Complimentary lunch provided every Saturday
• Annual paid storewide breaks (Easter weekend, a 9-day summer break around July 4th, and a winter holiday break)
• Company apparel provided
• Employee discount
• Paid structured training program