Customer Service Rep III

Patterson isn't just a place to work, it's a partner that cares about your success.

One of the distinguishing marks of our company is the talented people who embrace the people-first, always advancing, and results-driven culture. Professional growth abounds in this motivating environment. We value the diverse talents and experiences our employees bring to Patterson and believe that they build a stronger and successful organization.

Job Summary

As a Customer Service Representative III (CSR III), you are responsible for assisting internal and external customers and sales representatives with order entry with professionalism, skill, and expediency.

Customer Service Representative III also places outbound calls to existing customers to identify and suggest additional products and increase sales and services. The Customer Service Representative III works closely with Territory Representatives, Branch Offices and Customer Lists for lead generation.

Essential Functions

To perform this job successfully, an employee must be able to perform each essential function satisfactorily, with or without reasonable accommodation. To request a reasonable accommodation, notify Human Resources or the manager who oversees the position.

Administrative:

• Accurately process and ensure accuracy of customer transactions in order entry system such as orders, quotes, returns, etc.

• Maintain accurate customer and territory records, facility records, and document all customer interaction.

• Generation of reports

• Monitor scheduled shipment dates to ensure timely delivery.

• Accurately maintain and ensure regulatory guidelines are met according to Company, State, and Federal policies. 

• Gain understanding of and adhere to Accounts Receivables policies and practices.

• Verify price and terms in accordance with standard procedures and customer profitability profiles.

• Multitask and work within multiple computer systems and communication platforms simultaneously. 

• Maintain a current knowledge of company products, policies and procedures

Customer Support:

• Develop strong working relationships across the business/functions, as well as with customers and manufacturing partners. 

• Provide impeccable customer service and sales support; respond to customer queries, answer questions and solve problems in a timely fashion.

• Communicate any pertinent information received from customers to the outside sales representative or appropriate management.

• Identify customer requirements and expectations in order to recommend specific products and/or solutions.

Additional Functions

In addition to the essential functions listed below, the incumbent may perform the following additional functions.

• Upgrades telephone orders.

• Introducing and promoting new products during calls.

• Identify opportunities to increase sales through suggesting additional products based on past purchases and complimentary products.

• Suggests additional products based on past purchases and complimentary products.

• Initiate and complete follow up activities to close sales opportunities.

• Utilize selling processes and techniques to increase sales.

• Perform other customer service representative III duties as assigned.

Job Qualifications

Required Qualifications

• High School Degree or equivalent

• Exceptional customer service and organizational skills

• Accuracy and strong attention to detail

• Effective verbal, written, and interpersonal communication skills 

• General computer proficiency including knowledge of MS Office

Preferred Qualifications

• Associate’s Degree or equivalent combination of education and experience.

• Proficiency in SAP or related ERP

Working Conditions

Physical Demands

• Operating a computer or other office devices for the majority of the workday

• May occasionally need to move packages up to 10 pounds such as office supplies or equipment

• Must be able to communicate with others in person, over the phone, and in writing. 

• Must be able to understand and effectively exchange accurate information with others such as coworkers, customers and vendors

• Must be able to read and interpret various electronic and written documents.

Environmental Factors

This position is in an office environment in which team members occupy desks in assigned areas or at meeting/collaboration spaces within the building. The building’s primary work areas consist of desks, chairs, computers and other office equipment and devices for professional services.

Travel and On-Call

This position provides the opportunity for minimal travel (10%) in a local area for a sales ride-along or training opportunity.

What's In It For You:

We provide competitive benefits, unique incentive programs and rewards for our eligible employees:

• Full Medical, Dental, and Vision benefits and an integrated Wellness Program

• 401(k) Match Retirement Savings Plan

• Paid Time Off (PTO)

• Holiday Pay & Floating Holidays

• Volunteer Time Off (VTO)

• Educational Assistance Program

• Full Paid Parental and Adoption Leave

• LifeWorks (Employee Assistance Program)

• Patterson Perks Program

The potential compensation range for this role is below. The final offer amount could exceed this range, based on various factors such as candidate location (geographical labor market), experience, and skills.

EEO Statement

Patterson provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or other related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.