Customer Service Representative
Job
Robert Half
Livermore, CA (In Person)
Full-Time
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Job Description
Robert Half client is looking for a Customer Service Representative to join our team onsite in Livermore, California. This contract opportunity with potential for permanent employment is ideal for someone who enjoys supporting customers, coordinating with internal teams, and keeping orders moving accurately from quote to delivery. In this role, you will handle a mix of customer communication, order administration, and return processing while using business systems and reporting tools to maintain service quality and follow-through.
Customer Service Representative Responsibilities:
- Partner with teams such as Finance, Sales, Purchasing, Engineering, and Product Management to resolve customer needs and support day-to-day service operations.
- Respond to sales-related questions, help manage delivery expectations, and participate in district sales meetings by capturing key discussion points and follow-up items.
- Create customer quotations in Epicor, update existing quotes as needed, and distribute pricing details directly to customers or through the sales team.
- Review special account instructions and validate order details, including shipping information, requested dates, pricing, customer part numbers, and quantities before final processing.
- Track open orders using Epicor, production reporting, and status tools to help maintain on-time shipment and proactively raise concerns when commitments may be at risk.
- Communicate regularly with internal contacts to clarify priorities, align on scheduling, and manage customer-requested ship and delivery dates.
- Process product returns by preparing return documentation, sending required forms to customers, and monitoring each case through completion, including credit memo follow-up.
- Follow established sales operations procedures and document opportunities for improvement by opening corrective action cases in Epicor when needed.
- Support additional customer service and administrative tasks assigned by management to help meet department goals.
- Use Microsoft Office, Power BI, and web-based portals to maintain records, communicate updates, and support reporting needs.
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