Customer Service Representative - TRADE
位置:远程 (巴基斯坦)日程:星期一~周五,早上8点~下午4点 EST 工作类型:全职报告到:贸易和商业主任职位概述 客户服务代表是订单后在贸易和商务账户上的所有服务问题的主要联系地点。该角色的目的是将售后服务和行政工作从贸易和商用销售代表身上取出,以便他们可以花时间卖掉。每个订单开始时,CSR 电子邮件向客户确认订单详细信息并介绍自己作为任何未来的问题的接触点。从那里,该角色集中在识别,路由和驱动服务问题以解决 与服务,零件销售和销售合作以解决问题并让客户沿途了解到情况。这是一个完全远程的职位工作美国东方时间商业时段,有定义的道路到高级服务和客户成功位置,因为 CSR 建立了记录。关键责任 · 服务请求管理 · 在所有贸易和商业账户中作为服务的主要联系点。· 接收直接客户或代表客户的销售代理人的服务要求。·填写客户服务请求表格,并在 Salesforce 中创建相应的案例。·与客户合作收集所有需要在首次正确执行要求的信息。·将每个请求直接送到正确的内部部门 (服务,零件,交货等). · 服务跟踪和客户通信。·监控开放的服务案件以确保负责部门及时采取行动。·生成 Salesforce 报告来追踪 T&C 服务活动并向管理人员报告结果。·运行每周的客户服务会议优先考虑请求,识别问题和解决问题。· 快速向客户传达预定服务日期和详细信息。· 为报告和改进目的,系统地收集客户反。· 在每次订单开始时发送订单确认电子邮件以确认订单详情,为客户提供任何问题的联系方式,介绍交付协调员并沟通当前领先时间。· 在预订工作之前对标准检查清单进行基本订单 QAQC 审查。·支持收取客户支付费用的融资。
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Location: Remote (Pakistan-based)
Schedule: Monday–Friday, 8:00 a.m. – 4:00 p.m. EST
Employment Type: Full-Time
Reports To: Trade & Commercial Principal
Position Overview
The Customer Service Rep (CSR) is the primary point of contact for all service issues on Trade & Commercial (T&C) accounts after an order is placed. The purpose of the role is to take post-sale service and administrative work off the Trade and Commercial sales representatives so they can spend their time selling. At the start of each order, the CSR emails the customer to confirm order details and introduce themselves as the point of contact for any issues going forward. From there, the role is centered on identifying, routing, and driving service issues to resolution — working with Service, Parts Sales, and Sales to get problems fixed and keeping the customer informed along the way. This is a fully remote role working United States Eastern Time business hours, with a defined path to senior service and customer success positions as the CSR builds a track record.
Key Responsibilities
- Service Request Management
- Serve as the primary point of contact for service across all Trade & Commercial accounts.
- Receive service requests from customers directly, or from sales representatives on the customer's behalf.
- Complete the customer service request form and create the corresponding case in Salesforce.
- Work with the customer to gather all information needed to action the request correctly the first time.
- Direct each request to the correct internal department (service, parts, delivery, etc.)
- Service Tracking & Customer Communication
- Monitor open service cases to ensure each is actioned by the responsible department in a timely manner.
- Generate Salesforce reports to track T&C service activity and report results back to management.
- Run the weekly customer service meeting to prioritize requests, identify issues, and solve problems.
- Communicate scheduled service dates and details to customers promptly.
- Gather customer feedback systematically for reporting and improvement purposes.
- Book Jobs & Confirm Details
- Send the order confirmation email at the start of each order to confirm order details, introduce yourself as the customer's point of contact for any issues, introduce the delivery coordinator, and communicate current lead times.
- Perform basic order QAQC review against the standard checklist before booking jobs.
- Support finance in collecting customer payment via payment link and moving orders off hold.
Qualifications
Strong English fluency, written and spoken — this is the most important requirement for the role. The CSR is the company's primary voice to the customer after the sale and speaks daily with U.S. builders, contractors, and homeowners by phone and email.
Ability to work United States Eastern Time business hours consistently, Monday through Friday.
2+ years in customer service, customer support, customer success, administrative assistant, order management, project coordination, inside sales support, or a similar role.
Highly organised, with the ability to manage a high volume of open orders and service cases without losing track of details.
Comfortable following up persistently with internal departments to hold timelines while maintaining strong working relationships.
Experience with Salesforce CRM, Microsoft Office, and Google Workspace.
Comfortable following documented processes and checklists, and documenting activity accurately.
Building products, millwork, construction, or U.S.-facing B2B account support experience preferred.
Reliable remote work setup required: a quiet, dedicated workspace; high-speed internet with a backup
connection; backup power sufficient to cover outages during scheduled hours; and a computer capable of running CRM and VoIP software.
Originally posted on Himalayas