Client Order Fulfillment Specialist (ERP/CRM)

It’s 7:00 a.m. at our Port St. Lucie branch. You open your inbox, scan new requests in the CRM, and greet a customer who just walked in needing a quick quote. By 7:15, you’ve answered a product question over the phone, built a quotation, and entered a confirmed order into the ERP system. Before lunch, you’ve coordinated with the sales manager to fast-track a priority order, checked stock, printed a pick ticket, and safely helped stage materials—forklift at the ready. Through it all, you keep a friendly, empathetic tone that turns first-time buyers into long-term partners.

What You’ll Do

• Be the first point of contact for customers—phone, email, and walk-in—and provide prompt, accurate information on products and services.
• Create quotes and enter sales orders into the ERP system for timely processing.
• Collaborate closely with the sales manager to ensure needs are met and customers leave satisfied.
• Build strong relationships by listening carefully and following through on commitments.
• Support order fulfillment, including safe forklift operation and assisting with loading as needed.

What You Bring

• Hands-on ERP experience and comfort navigating modern business systems.
• Strong customer service mindset with clear, professional written and verbal communication.
• Proven problem-solver who can identify the best path to meet each customer’s needs.
• High attention to detail and organization.
• Forklift experience and the ability to lift up to 75 lbs.

Qualifications

• Experience working within ERP systems.
• Outstanding customer service and communication skills.
• Ability to multitask and prioritize in a fast-paced setting.
• Detail-oriented with strong planning and prioritization skills.
• Comfort handling multiple high-priority issues simultaneously.

Preferred

• Background in the fence, shutter, or aluminum industry.
• Familiarity with NetSuite ERP and HubSpot CRM.
• 2–3 years of sales or customer service experience.
• Exposure to blueprint takeoffs.

Benefits

• Health insurance (medical, vision, dental, life)
• Paid time off
• 401(k)

Location & Schedule

• Initially based at our Port St. Lucie branch
• Monday to Friday, 7:00 a.m. to 4:00 p.m.

If you love helping people, thrive in structured systems like ERP/CRM, and enjoy seeing orders move from idea to delivery, this role is for you.