Customer Service Representative - Sage - Latitude Inc

Overview: We are seeking a motivated and detail-oriented Customer Service Representative with experience in using SAGE software to join our team. The ideal candidate will be responsible for providing exceptional customer support, managing customer inquiries, processing orders, and ensuring accurate data entry in the SAGE system. This role requires strong communication skills, a customer-focused attitude, and the ability to efficiently navigate and utilize SAGE for order management and customer information.

Respond promptly to customer inquiries via phone, email, and chat, providing accurate and helpful information.

Address customer concerns, resolve issues, and ensure a high level of customer satisfaction.

Provide product information, pricing, and availability details to customers.

Accurately enter and process customer orders in the SAGE system, ensuring all details are correct.

Monitor order status and communicate any delays or issues to customers in a timely manner.

Coordinate with warehouse and shipping teams to ensure orders are fulfilled and delivered on time.

Utilize SAGE software for customer account management, order entry, and inventory tracking.

Update customer records in SAGE, including contact information, order history, and payment details.

Generate reports from SAGE to track order status, inventory levels, and customer interactions.

Ensure all customer information and order details are accurately recorded in the SAGE system.

Regularly audit and update customer records to maintain data accuracy.

Identify and correct discrepancies in orders, pricing, or customer information.

Work closely with sales, warehouse, and finance teams to resolve customer issues and ensure smooth order processing.

Communicate effectively with internal teams to provide updates on customer inquiries and orders.

Assist in coordinating returns, exchanges, and refunds as needed.

Identify opportunities to improve customer service processes and enhance the customer experience.

Participate in training sessions to stay updated on product knowledge and SAGE system enhancements.

Provide feedback to management on recurring customer issues and suggest solutions.

High school diploma or equivalent; an associate or bachelor's degree is a plus.

5+ years of customer service experience, preferably in a role involving order management or inventory control.

Proficiency in using SAGE software for order entry, customer management, and inventory tracking.

Strong communication skills, both written and verbal, with a focus on customer satisfaction.

Excellent attention to detail and accuracy in data entry and order processing.

Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.

Problem-solving skills and the ability to handle difficult customer situations with patience and professionalism.

Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook).