Job Description

Description

The Technical Account Representative’s (TAR) focus is on managing the full order cycle, from entering the initial placement into our ERP system (Syspro) to shipment and invoicing and closing out cases in our CRM (Salesforce). This role also assists two of our Regional Sales Managers by addressing client inquiries directly. The individual is equipped to answer basic product-related questions independently, without needing to escalate them. Responsibilities: • Enter orders into our ERP system (Syspro) for the Order Processing Manager to approve within 24 hours. • Verify customer and order information for correctness, checking it against previously obtained information, as necessary. • Act as main support person for the Regional Sales Manager’s clients. • Answer product questions from clients without escalating them. • Direct clients to the Customer Service Department for technical troubleshooting. • Use of CRM as key communication tool, including documenting activity on accounts, and closing cases. • Develop a complete understanding of Product features/benefits, account hierarchy, market and product applications and technical language/wording. • Review order documents for accuracy and completeness according to reporting procedures and work with customer on any order corrections required. • Inform customers by email or telephone of order information, such as unit prices, shipping dates, and any anticipated delays. • Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms. • Inspect outgoing work for compliance with customers' specifications. • Check inventory records to determine availability of requested merchandise. • File copies of orders received, or post orders on records. • Prepare orders, acknowledgements, shipping documents. • Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments. • Compute total charges for merchandise or services and shipping charges. • Direct specified departments or units to prepare and ship orders to designated locations. • Just be awesome and flexible. Requirements: • Minimum 2 years working in an Order Entry / Customer Service role. • A love for helping customers and delivering satisfaction. • Not afraid of taking an unhappy customer and turning them into a happy one. • Previous experience working with Salesforce desired. • Strong analytical and critical thinking skills. • Strong communications skills, both written and oral. • Able to work independently or in a team. • Strong attention to detail. • Ability to communicate professionally and effectively in person, on the phone, electronically, or by other means to individuals and groups. • Strong team player possessing the willingness to seek feedback, adopt practices and continuously learn and evolve. • Ability to learn new products, concepts, and eagerness to explore innovative technology. • Punctuality and attendance are a way your life. • Problem solver! Software: Salesforce, Syspro, Microsoft Office Suite, Madia Valet, HubSpot, UPS WorldShip, and FedEx Toolbox. Who We Are: At Digilock®, we’re at the forefront of innovation, design, and manufacturing in personal security solutions. By using best-in-class materials and providing exceptional service, we ensure our customers and their clients have peace of mind, knowing their most important items are secure. For over 40 years, we’ve committed to merging technological innovation with unparalleled customer service, offering the finest secure personal storage solutions available. As a growing company, we understand that change is constant, and we embrace it with enthusiasm. This passion for innovation drives us and propels our company forward. Benefits: We provide a competitive salary and benefits package. Highlights of our current benefits package include Medical, Dental/Vision, Long-Term Disability, Life Insurance, 401K Match up to 4%, AFLAC, Wellness Program Reimbursement, PTO, and a generous holiday schedule with pay. We provide food and snacks throughout the week in our fully stocked kitchens/breakrooms and have company outings.