Customer Success Specialist Job at Ultimate Staffing, Irvine, CA

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  • Ultimate Staffing
  • Irvine, CA

Job Description

Ultimate Staffing is seeking a Customer Success Specialist to join a cosmecuticals company in Mission Viejo, CA. This role is onsite M-F, 8am - 5pm & pays up to $27 / hour based on experience.

We're looking for a detail-oriented Customer Success Specialist to assist with sales order processing, data management, and customer interactions. This role requires strong QuickBooks Desktop and Excel skills, excellent organization, and the ability to work independently.

Responsibilities

1. Sales Order Processing

  • Retrieve unprocessed eCommerce orders and input them into QuickBooks Desktop.
  • Verify customer details:
    • Existing Customers : Locate and match details in QuickBooks.
    • New Customers : Create new profiles and track details separately.
  • Create accurate Sales Orders in QuickBooks, ensuring proper classification, order date alignment, shipping details, tax calculations, item accuracy, and applied discounts.
  • Generate payment forms and submit invoices to the finance team.
  • Expected workload: Approximately 3 hours per day, depending on order volume.

2. Data Maintenance & Reporting

  • Maintain coupon code tracking and export sales data for reporting.
  • Retrieve and filter customer order data as needed.
  • Strong Excel skills required for data organization and analysis.

3. Customer & Sales Support

  • Communicate with customers and sales reps via phone and email to facilitate accurate order processing.
  • Provide backup support for additional product orders and inquiries as needed.


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Job Tags

Local area,

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