Customer Operations Analyst

We are seeking a Customer Operations Specialist to join our team! You will be responsible for interact with independent reps and territory managers to place and track sales orders. Refer customer calls to independent reps and territory managers. Assist territory managers with facilitating orders including quotations, finance documents and product information. Facilitate financial paperwork and approvals for independent reps.**Customer Purchase Order (PO) tracking and submittal.Follow up with Customer Financial Manager.Assign machines and provide shipping documentation.Ensure proper documentation has been saved in the system per order.Complete preliminary DAFs when needed.Mine large datasets, draw relevant information and create visualizations to summarize findingsActs as a first point of contact for regular, on-going customer accounts on daily operational mattersDeliver high quality professional solutions with accuracy and provide clearly documented explanation of the solution for future use, knowledge transfer and to articulate actionable use to the business, from the datasets.create/improve dashboards for simple view and use by the business to take key business decisions and run day to day operations.Mine large datasets, draw relevant information and create visualizations to summarize findingsMaintain data integrity through governance activities in Provide territory managers with backlog, order intake and order shipped weeklyOther duties as assigned"‹Previous experience in customer service, sales, or other related fieldsAbility to build rapport with clientsAbility to prioritize and multitaskPositive and professional demeanorExcellent written and verbal communication skillsStrong organizational, time management, priority setting & high level of analytical & problem- solving abilitiesExcellent skills in MS Excel (V-lockups, pivot tables, macros, sum-product, multiple conditional formulas)Mine large datasets, draw relevant information and create visualizations to summarize findings.Collaborates with other functions and organizations to resolve issues (e.g., sales teams, supply chain, logistics) as they relate to customer support.CommunicationCustomer ServiceFollow-UpActive ListeningTime ManagementAbility to function independently and as a member of a team.ExperienceAssociated or Bachelor's degree.Minimum 3 years of customer service experience with a manufacturerProficient in MS Excel and Pivot tablesMinimum 3 years of construction equipment or rental equipment industryHaulotte US Inc is an EEO organization. **

Created: 2025-05-04