Technical Customer Specialist: Quotes, Orders & Support

Cfi Company; Port Washington (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health, Dental & Vision

401K Match

Tuition Reimbursement

Telehealth Program

Job summary

Con Forms is seeking a Customer Service Technical Specialist to cultivate trusting relationships with customers while delivering timely quotes and accurate orders. You will apply deep product knowledge across the Con Forms portfolio and engage clients through clear, professional communication.

The role requires 3+ years in a technical customer service setting, solid proficiency in Microsoft Office, and CRM usage (Salesforce).

Qualifications

• 3+ years in a fast-paced customer service role with a technical emphasis preferred.
• Proficiency in Microsoft Office (Word, Excel, Outlook, and Teams).
• Experience using a Customer Relationship Management (CRM) system; Salesforce preferred.
• Familiarity with AI tools (e.g., Microsoft Copilot, Claude) to improve productivity.
• Strong written and verbal communication; ability to work via phone, email, and written correspondence.

Responsibilities

• Develop and maintain a strong technical understanding of the Con Forms product portfolio.
• Professionally and positively represent Con Forms by providing strong customer support, including answering customer phone calls and emails in a timely and professional manner.
• Use detailed understanding of the full product catalog to educate customers in technical solutions and specifications.
• Develop and maintain internal and external customer relationships.
• Engage in technical discussions with current or prospective clients through professional, easy-to-understand communications (drawings and written descriptions).
• Accurately enter and manage quotes, sales orders, and Returned Material Authorizations (RMAs).
• Communicate order and shipping updates to internal and external customers and follow up with sales team on outstanding issues as needed.
• Work within a (CRM) system (e.g., Salesforce) to track and document all interactions with customers and accounts.
• Interpret product and project blueprints, schematics, manuals, routings, and other related manufacturing instructions.
• Update job knowledge by studying new product descriptions and participating in training and educational opportunities.
• Other duties as assigned.

Skills

Customer service

Technical aptitude

Effective communication

Multitasking

Problem solving

Tools

Salesforce

Microsoft Office

Job description

Con Forms is seeking a Customer Service Technical Specialist to cultivate trusting relationships with customers while delivering timely quotes and accurate orders. You will apply deep product knowledge across the Con Forms portfolio and engage clients through clear, professional communication.

The role requires 3+ years in a technical customer service setting, solid proficiency in Microsoft Office, and CRM usage (Salesforce).