Customer Service Representative I

Job Description

REQUIREMENTS

•  0–12 months in a clerical, administrative, or office coordinator role.
•  High attention to detail (data entry accuracy is paramount).
•  Strong written communication for professional email correspondence.
•  Familiarity with CRM or ERP systems (e.g., NetSuite, ConnectWise, Salesforce).

RESPONSIBILITIES

• Request Fulfillment (Non-Technical): Execute administrative service requests including password resets for non-technical portals, document retrieval (SOAs, invoices), and basic account updates.
• Logistics Coordination: Provide status updates on hardware orders, tracking numbers, and shipping timelines.
• Data Entry & Maintenance: Update client contact records, site addresses, and communication preferences in the CRM and ITSM tools.
• Inbound Routing: Act as the “Traffic Controller” for inbound non-technical inquiries, ensuring they are documented and assigned to the correct internal department (Billing, Procurement, or Success).
• Basic Reporting: Generate and send standardized, automated reports (e.g., monthly ticket volume or asset lists) upon client request.

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