CareerBliss

Customer Service Rep

Mountain View, CA
Ultimate Staffing
Posted 07/25/2025

MAJOR DUTIES AND RESPONSIBILITIES:

* Prepare sales orders, packing lists, thank you notes and invoices for revenue orders.

* Take orders on the telephone and process them. Process orders received by email.

* Process demo requirements by the Sales REPs and ensure timely shipment.

* Maintain records on demo equipment and issue RMAs when returned.

* Maintains neat and orderly work areas. Ensures the functioning of all electronic equipment in the dept.

* Ensure that all SOX/auditing and company rules and regulations are followed for revenue recognition and working with the auditors by providing all details.

* Provide on a weekly/monthly basis reports showing the status of revenue sales in the field.

* Provide monthly reports showing the shipment of EndoProbes.

* Provide other reports as may be deemed necessary.

* Provide field sales representatives with current status of their revenue orders and shipments.

* Check day-to-day activities, accuracy of orders booked/being shipped, availability of equipment and interacting with various departments.

* Leave voice mail on a daily basis as to what equipment has shipped and method of shipment and tracking number, if available.

* Record in the instrument history the status of equipment sold or returned for credit.

* Prepare the necessary paperwork (sales orders, packing lists, invoices, credit/debit memos, Phantoms) to ensure that the transaction is processed and accurately recorded.

* Maintain a working rapport with customers and provide professional customer support.

* Work with Marketing and Domestic Sales in contacting existing customers to renew or establish warranty programs.

* Assist in the preparation of price quotations.

* Confirm with addressee that documents have arrived and communicate to field sales representatives the status.

* Assist in preparation of orders and shipping documents for demonstration/trade show equipment.

* Determine caller's interest and needs.

* If appropriate enter caller's name into the database, forward calls to the correct representative and follow up the lead.

EDUCATION/EXPERIENCE REQUIREMENTS:

* Bachelor's degree in business administration or at least three (3) to five (5) years' experience in sales or administrative functions related to working in a domestic arena. Knowledge on international shipments preferred but not necessary.

* Initiative to locate answers to inquiries in a relatively unstructured environment. Team player and ability to work independently and shoulder responsibility.

* Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

* Ability to use tracking / reporting databases.

* Knowledge of Business Central ERP SYSTEM will be preferrable.

* Knowledge of company procedures and ability to follow procedures in a Medical Manufacturing company.

* Computer experience, including Microsoft EXCEL and WORD a must

Desired Skills and Experience

MAJOR DUTIES AND RESPONSIBILITIES:

* Prepare sales orders, packing lists, thank you notes and invoices for revenue orders.

* Take orders on the telephone and process them. Process orders received by email.

* Process demo requirements by the Sales REPs and ensure timely shipment.

* Maintain records on demo equipment and issue RMAs when returned.

* Maintains neat and orderly work areas. Ensures the functioning of all electronic equipment in the dept.

* Ensure that all SOX/auditing and company rules and regulations are followed for revenue recognition and working with the auditors by providing all details.

* Provide on a weekly/monthly basis reports showing the status of revenue sales in the field.

* Provide monthly reports showing the shipment of EndoProbes.

* Provide other reports as may be deemed necessary.

* Provide field sales representatives with current status of their revenue orders and shipments.

* Check day-to-day activities, accuracy of orders booked/being shipped, availability of equipment and interacting with various departments.

* Leave voice mail on a daily basis as to what equipment has shipped and method of shipment and tracking number, if available.

* Record in the instrument history the status of equipment sold or returned for credit.

* Prepare the necessary paperwork (sales orders, packing lists, invoices, credit/debit memos, Phantoms) to ensure that the transaction is processed and accurately recorded.

* Maintain a working rapport with customers and provide professional customer support.

* Work with Marketing and Domestic Sales in contacting existing customers to renew or establish warranty programs.

* Assist in the preparation of price quotations.

* Confirm with addressee that documents have arrived and communicate to field sales representatives the status.

* Assist in preparation of orders and shipping documents for demonstration/trade show equipment.

* Determine caller's interest and needs.

* If appropriate enter caller's name into the database, forward calls to the correct representative and follow up the lead.



EDUCATION/EXPERIENCE REQUIREMENTS:

* Bachelor's degree in business administration or at least three (3) to five (5) years' experience in sales or administrative functions related to working in a domestic arena. Knowledge on international shipments preferred but not necessary.

* Initiative to locate answers to inquiries in a relatively unstructured environment. Team player and ability to work independently and shoulder responsibility.

* Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

* Ability to use tracking / reporting databases.

* Knowledge of Business Central ERP SYSTEM will be preferrable.

* Knowledge of company procedures and ability to follow procedures in a Medical Manufacturing company.

* Computer experience, including Microsoft EXCEL and WORD a must

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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