About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, a Confidential Client in the manufacturing, distribution, and packaging (B2B) industry.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This Customer Service Representative (CSR) role supports B2B customers across order processing, quoting, inventory coordination, and ongoing account support. CSRs ensure timely, accurate, in-spec delivery by partnering closely with Sales, Operations, Purchasing, and Manufacturing.

• Provide high-quality, consistent customer service via phone and email
• Process and confirm customer orders the same day they are received
• Generate standard quotes within 24–48 hours
• Maintain accurate customer records and pricing/specifications to protect margins
• Coordinate across departments to resolve issues and meet DIFOTIS (Deliver In Full, On Time, In Spec) targets
• Escalate and follow up on complex problems, service failures, or credit/payment issues

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Levels & Key Responsibilities

The role scales by level. Candidates will be placed at CSR I, II, or III based on experience and demonstrated capability.

• CSR I (Entry)
  • Order entry, basic quoting, routine customer inquiries with oversight
  • Learn pricing, spec, and inventory processes; escalate exceptions
• CSR II (Intermediate)
  • Independently manage an assigned book of business
  • Maintain price lists, build accurate specs, monitor inventory and open orders
  • Resolve most customer issues and support outside sales efforts
• CSR III (Senior)
  • Own complex, high-impact accounts and escalation ownership
  • Mentor and train other CSRs; drive process improvements and margin protection
  • Coordinate cross-functionally on root-cause and corrective actions

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Key Duties — Examples

• Enter and confirm customer orders accurately on the day received
• Respond to customer calls and emails promptly; answer phones by the 3rd ring when covering
• Build and maintain price lists and product specs
• Monitor customer min/max, backorders, and inventory levels; alert customers to changes
• Support new item setup, proofs, and tapoffs as required
• Upsell and cross-sell where appropriate by understanding customer applications
• Prepare proposals, correspondence, and sales support materials

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Who You Are / Qualifications

• High school diploma or GED required; Bachelor’s degree in Business, Supply Chain, Communications, or related field preferred
• Customer service experience preferred; placement by level:
  • CSR I: 0–2 years
  • CSR II: 2–5 years
  • CSR III: 5+ years (or equivalent complex-account experience)
• Experience in manufacturing, distribution, packaging, or other B2B environments preferred

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Minimum Skills & Abilities

• Strong organizational skills; ability to prioritize tasks
• Attention to detail and accuracy, including basic arithmetic/gross profit calculations
• Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook)
• Effective written and verbal communication skills
• Demonstrated initiative and commitment to professional development
• Regular and punctual attendance

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Compensation & Benefits

Compensation will be determined by location, skills, experience, and education. The original posting includes an estimated annual figure; final base pay will be set by the Confidential Client.

Typical benefits include:

• Performance-based bonus opportunities
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off (vacation, company holidays, parental leave)
• Employee Assistance Program (EAP)
• Life insurance, disability coverage, and wellness programs

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Work Environment & FLSA

FLSA classification varies by level and duties; final classification will be confirmed by location/entity. Physical demands are typical of an office environment. Reasonable accommodations are available to qualified individuals with disabilities.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.