Office Administrative and Customer Support - Customer Service Representative

Quote Management & Follow-Up (Primary Focus)
" Proactively track all open service quotes and conduct systematic follow-up to drive order conversion
" Maintain a structured follow-up cadence (calls, emails, SFDC updates) to ensure no opportunities are missed
" Identify and escalate high-value or at-risk quotes to sales leadership
" Analyze quote activity and provide insights on trends, customer feedback, and lost opportunities
Order Processing & Coordination
" Convert accepted quotes into sales orders accurately and efficiently
" Manage payment processing and related activities, collaborating with Accounts Receivable, Accounts Payable, and Credit teams as needed
" Coordinate with production, planning, and logistics teams to ensure timely fulfillment
" Communicate order updates, delays, or changes to customers as needed
" Support continuous improvement efforts related to quoting accuracy, follow up and turnaround time
Data Management & Reporting
" Maintain accurate records of quotes, follow-ups, and customer interactions in SFDC and ERP system
" Generate reports on quote volume, conversion rates, and follow-up effectiveness
" Ensure data integrity and compliance with company processes

At least 1 year experience in Customer service position.

EEO:

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.