Customer Service Representative
Indexed description
Key Responsibilities
- Answer inbound customer calls, emails, and chats in a timely and professional manner.
- Assist dental offices, labs, and partners with order status updates, shipping inquiries, pricing questions, and account support.
- Support customers with digital case submissions, portal navigation, RX entry, and file transfer troubleshooting.
- Review incoming cases for completeness and route to the appropriate internal teams when needed.
- Coordinate with Clinical and Production teams to resolve case concerns and prevent delays.
- Document customer interactions accurately in CRM systems such as Salesforce.
- Process tasks related to invoices, statements, payment links, and account updates.
- Provide onboarding support for new customers including login assistance and workflow guidance.
- Conduct proactive outreach to inactive or new accounts to build engagement and strengthen relationships.
- Maintain professionalism while managing multiple priorities in a fast-paced environment.
Schedule
Full-time, Monday through Friday, 7:30 AM to 4:30 PM. This is an in-person position.
Requirements
Qualifications
- 4+ years of customer service or account support experience.
- Strong communication skills by phone and email.
- Comfortable using multiple systems at once including CRM, phone platforms, and web portals.
- Highly organized with strong attention to detail.
- Ability to problem solve and think critically under pressure.
- Positive attitude with a team-first mindset.
- Experience in dental, medical, manufacturing, or healthcare industries is a plus.
- Salesforce or CRM experience
- Experience supporting B2B customers
- Familiarity with dental terminology or workflows
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