Order Processing Specialist I

Job description

STULZ Air Technology Systems, Inc. Job Description Title: Order Processing Specialist Level I Position Summary: The Order Processing Specialist Level I is responsible for accurately processing new orders, preparing customer and representative correspondence, and resolving customer issues to ensure satisfaction. This role requires strong self-direction, attention to detail, and organizational skills. The position reports directly to the Order Management Supervisor. This is a hybrid position requiring 2-3 days in the office per week. Essential Duties and Responsibilities: Accurately enter order details, including: Pricing (Net, List, Commission Splits, Partners, Customer Cards, Tagging, Product Hierarchy, Header Information) Product configurations and required options Ensure all necessary documentation (PO, Project Information Sheet, Credit Application) is attached for contract review Note proper shipping requirements (Pre-Pay Add, Customer Arranged, etc.) Manage Cyberselect Queue and email inboxes for order processing on a First-In/First-Out (FIFO) basis Communicate effectively with representatives and customers regarding order status, shipping information, and change requests Maintain the Lead Time Quote Log for Order Processing Department and executive management review Process shipping quote requests in coordination with the Traffic Department and manage re-consignment requests as needed Provide tracking information and shipment updates as required Develop and maintain professional relationships with internal and external stakeholders, including BOM Configuration, Applications, STULZ Representatives, End-Site Users, Regional Sales Managers, Key Account Managers, Shipping, Carriers, Accounting, Engineering, Purchasing, and Planning Attend operation calls and answer external customer calls as a representative of STULZ with proper follow-up directives Attend and answer internal calls as a representative for the Client Services team Dictate meeting minutes as deemed necessary with proper follow-up Draft, review, and send communications on behalf of the company/Client Services team Create, maintain, and update project tracking systems – Trello, Excel, MS Project Input data into 3rd party sites- i.e. Compass – client requirement for project close-out Assist in the preparation of regularly scheduled reports – external and internal requirements Order confirmations & scheduling tasks Perform additional duties as assigned to ensure excellent customer service Qualifications: Strong attention to detail and ability to perform essential duties to a high standard Excellent customer relations, verbal, and written communication skills Education and Experience: High school diploma or equivalent required 2-5 years of experience in order processing or a related field Familiarity with standard concepts, practices, and procedures in customer service and order processing Required Skills: Typing speed of 45-55 WPM Ability to follow and give written and verbal instructions in English Effective communication skills with coworkers and customers Strong multitasking abilities to meet daily objectives Basic proficiency in Microsoft Excel and Word, including understanding of basic Excel formulas Preferred Skills: Self-motivated and self-directed Excellent organizational skills Detail-oriented Proficient in Microsoft Outlook, Word, and Excel SAP experience preferred