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We are HALO! We connect people and brands to create unforgettable, meaningful, and lasting experiences that build brand engagement and loyalty for our over 60,000 clients globally. Our nearly 2,000 employees and 1,000 Account Executives located in 40+ sales offices across the United States are the reason HALO is the global leader in branded merchandise, uniform programs, and recognition and incentive solutions.
The Customer Service Representative works in partnership with our Account Executives, suppliers, and relevant stakeholders to drive promotional product orders to completion. This position serves as a liaison between Sales and relevant departments to facilitate order workflows, troubleshoot escalations, and ensure timely service to multiple customers. The individual in this role is expected to effectively partner cross-functionally with the Sales Team, Order Editing, Billing Team, etc., by utilizing strong verbal and written communication and demonstrating a strong customer service orientation.
*** Must be willing and able to work either Central, Mountain or Pacific time hours. ***
Responsibilities
- Run daily reports of open orders and complete necessary follow-ups as needed.
- Periodically monitor new orders to schedule appropriate follow-up actions, ensuring accurate documentation of dates and reasons.
- Review order details to confirm that shipping dates and methods are aligned with delivery deadlines.
- Track shipments using various shippers’ websites.
- Proactively address and resolve any issues that emerge post-shipment to guarantee customer satisfaction.
- Maintain clear and professional communication with Account Executives, sales teams, suppliers, and all pertinent stakeholders regarding order statuses, supplier concerns, and anticipated shipping timelines.
- Respond to inquiries from Billing, Accounts Receivable, and other internal employees regarding orders assigned to Account Executives.
- Document and manage all order-related actions and updates in designated systems.
- Offer support and act as a backup for fellow customer service representatives, ensuring continuity and quality of service.
- Other duties as assigned
Requirements
- High school diploma or equivalent.
- Minimum 3 years of administrative AND/OR customer service experience
- Strong attention to detail and efficient organizational skills
- Active listening skills; not interrupting and asking clarifying questions
- Experience with basic computer use, including Office, and ability to learn company-specific systems
- Effective, professional written and oral communication skills; including email and telephone etiquette
- Ability to work on variety of tasks simultaneously on daily basis using effective time management to meet deadlines
- Flexibility to work concurrently as an individual and part of a team environment, providing support to others as needed