CSR Planner

About the Role

We are seeking a Customer Service Representative (CSR) Planner to join a collaborative and diverse team at Foxboro manufacturing facility. This role supports customer order management, planning, and coordination across multiple functions.

Key Responsibilities

• Process and assign customer order entries through Salesforce.

• Interpret customer requests and route appropriately.

• Serve as a liaison between customers, manufacturing, sales, distribution, and field service teams.

• Manage customer inquiries and complaints, including order status, billing, delivery, and production updates.

• Perform order error corrections, processing, and maintenance for order-based and proposal-based transactions.

• Provide product information, including technical details when required.

• Coordinate product selection, order placement, delivery schedules, and expediting.

• Maintain accurate records in SAP, Salesforce, Quote-to-Cash, and other business systems.

• Proactively resolve customer issues to strengthen client relationships.

• Participate in team meetings and contribute to a collaborative culture.

Qualifications

• No degree required; relevant experience preferred.

• Experience with Salesforce and SAP strongly preferred.

• Proficient in Microsoft Office (Word, Excel, Access).

• Strong verbal and written communication skills.

• Excellent organizational, prioritization, and time management skills.

• Ability to work independently and collaboratively across functions.

• Strong mediation, negotiation, and facilitation skills.

• Fast learner with growth mindset and interest in career development.

• Flexibility to travel periodically for training opportunities.

Team & Culture

• Team of ~20, consisting of CSR, Planning, and Purchasing professionals.

• Highly diverse, collaborative, and supportive environment.

• Everyone has an opportunity to lead and contribute in team settings.

• Worksite is an engineering/manufacturing plant producing instrumentation materials.