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Customer Service Rep II

Primary Location Great Falls, Montana Job ID R107622 Apply

Job Summary

This position requires being in-person in Great Falls, MT. 8AM -5PM Monday through Friday.

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

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.

  • The Customer Service Representative may perform other duties as assigned

Additional Functions

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

CSR I

  • May also place outbound calls to existing customers to identify and suggest additional products and increase sales and services.

CSR II

  • Upgrades telephone orders.

  • Introducing and promoting new products during calls.

  • May also place outbound calls to existing customers to identify and suggest additional products and increase sales and services.

CSR III

  • 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.

  • Agricultural background with experience with production animal husbandry helpful.

  • Proficiency in SAP or related ERP

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.

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At Patterson Companies, we measure success by the strength of our relationships with our clients, customers and employees. From working with our partners to bring innovation solutions and provide best-in-class experience to our customers, to supporting employee volunteerism large and small, we’re committed to building strong connections to support the communities we live and work in. Learn more about our corporate responsibility, click here.

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