Customer Service Forecasting Representative

Customer Service Forecasting Representative West Haven, CT Job Details Full-time 22 hours ago Qualifications Business intelligence Variance analysis Order management system Customer service Bachelor's degree in finance Bachelor of Science ERP systems Bachelor's degree in business Data reporting Finance Client invoicing Analysis skills Demand forecasting Bachelor's degree Supply chain management Data validation Excel formulas Business Demand planning Supply Chain Management Entry level Supply chain collaboration Excel data analysis Full Job Description KX Technologies LLC As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway—you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best. This role supports demand forecasting, planning, and operational execution activities, including order processing and invoicing support. This role works closely with senior planners, sales, customer support, and finance teams to ensure demand data, customer orders, and billing information are accurate, timely, and aligned. This is an excellent opportunity for a recent graduate or early career professional to gain hands-on experience across forecasting, order management, and business operations within a B2B environment. Key Responsibilities Forecasting & Data Support Assist in preparing demand forecasts using historical sales data and predefined models Collect, validate, and organize demand and sales data from internal systems Support weekly and monthly forecast update processes Track basic forecast accuracy and review forecast vs. actual variances Maintain forecast files, templates, and planning tools Order Processing Support Assist with customer order entry, validation, and confirmation in ERP or order management systems Review orders for accuracy related to pricing, quantities, lead times, and customer requirements Coordinate with sales, customer service, and supply chain teams to resolve order discrepancies Monitor open orders, backorders, and shipment status Support documentation for order changes, cancellations, or returns. Invoicing & Billing Support Assist with invoice creation, review, and processing in coordination with Finance Validate invoice accuracy against customer orders, pricing agreements, and shipment details Help resolve basic invoicing discrepancies or customer billing inquiries Maintain accurate records related to invoicing and order fulfillment Support month‑end and reporting activities related to orders and billing. Planning & Coordination Provide forecast and order inputs to production, inventory, and supply planning teams Support demand monitoring, backlog tracking, and variance analysis Flag unusual demand patterns or data inconsistencies to senior planners Assist with new product introductions, transitions, and phase‑outs. Reporting & Analytics Prepare standard planning and operational reports (forecast vs actuals, order status, backlog) Assist in basic data analysis and reporting using Excel or BI tools Support Sales & Operations Planning (S&OP) or demand review meetings through data preparation Document assumptions and maintain planning and order history for reference Qualifications & Requirements Required Qualifications Bachelor's degree in Supply Chain, Business, Finance, Analytics, or a related field (or in progress) Strong analytical, organizational, and attention‑to‑detail skills Proficiency in Microsoft Excel (basic formulas, spreadsheets, data organization) Comfort working with numerical data and business systems Strong willingness to learn and take ownership of assigned tasks Exposure to ERP, order management, or invoicing systems Basic understanding of supply chain, order‑to‑cash, or planning concepts. Work Environment & Compensation This is a fully onsite, office-based role. The position follows standard business hours, Monday through Friday, from 8:00 AM to 5:00 PM. Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to , and please be sure to include the title and the location of the position for which you are applying.