We are looking for a dedicated Customer Service Representative to join our team in New Berlin, Wisconsin. In this role, you will play a pivotal part in ensuring seamless communication between customers, sales staff, and internal teams. This position requires a proactive approach to managing orders, resolving inquiries, and delivering exceptional service.<br><br>Responsibilities:<br>• Respond promptly to customer inquiries and sales staff requests regarding orders, updates, and issue resolution.<br>• Monitor the progress of orders from entry through shipment, ensuring timely updates and proactive communication.<br>• Utilize tools such as Outlook, Smartsheet, Excel, and Acumatica to organize and maintain accurate order records.<br>• Collaborate effectively with production, shipping, and sales departments to address delays or discrepancies.<br>• Ensure all customer interactions are handled professionally, efficiently, and with attention to detail.<br>• Update and maintain customer and order data within company systems to ensure accuracy.<br>• Participate in initiatives to improve customer service processes and enhance overall efficiency.
We are looking for a dedicated Customer Service Representative to join our team in New Berlin, Wisconsin. In this Contract-to-career position, you will play a vital role in ensuring customer satisfaction by managing inquiries, processing orders, and resolving issues efficiently. This role offers an excellent opportunity to contribute to a dynamic environment while building long-term career potential.<br><br>Responsibilities:<br>• Address customer inquiries and assist sales staff with order updates, ensuring timely and accurate responses.<br>• Monitor and track orders throughout their lifecycle, providing regular updates to customers and stakeholders.<br>• Utilize software tools such as Outlook, Smartsheet, Excel, and Acumatica to manage order data and maintain precise records.<br>• Collaborate with production, shipping, and sales teams to resolve delays or discrepancies effectively.<br>• Handle customer requests with professionalism and attention to detail to ensure a seamless experience.<br>• Update customer profiles and order information in company systems to maintain data integrity.<br>• Support process improvement initiatives aimed at enhancing customer service workflows.<br>• Respond to inbound calls and manage outbound communication to address customer needs.<br>• Accurately input order details into company systems while maintaining high standards of quality.
We are looking for a dedicated Customer Service Representative to join our team in New Berlin, Wisconsin. This Contract-to-Permanent position offers an exciting opportunity to support our customers and sales staff by ensuring seamless order management and resolution of inquiries. If you thrive in a fast-paced environment and enjoy delivering exceptional service, we encourage you to apply.<br><br>Responsibilities:<br>• Address customer and sales team inquiries regarding orders, resolving concerns in a timely and detail-oriented manner.<br>• Monitor the progress of orders from initiation to shipment, providing regular updates to stakeholders.<br>• Utilize tools such as Outlook, Smartsheet, Excel, and Acumatica to manage and maintain accurate order records.<br>• Coordinate with production, shipping, and sales teams to address and resolve order delays or discrepancies.<br>• Respond to customer requests with efficiency and attention to detail, ensuring satisfaction.<br>• Maintain and update customer and order information in company databases.<br>• Support efforts to enhance customer service processes through continuous improvement initiatives.
<p>We are looking for a dedicated Customer Success Agent to join our team in Milwaukee, Wisconsin. In this position, you will play a critical role in ensuring our customers receive exceptional value and support, fostering long-term success for both the organization and our clients. The ideal candidate will bring a proactive approach to customer service, consistently delivering outstanding experiences and solutions.</p><p>(Hybrid 2 to 3 days)</p><p>Responsibilities:</p><p>• Serve as a dedicated customer success representative, addressing the needs of individual customers and end-user channels.</p><p>• Handle a high volume of customer interactions, aiming to complete 85 calls per day while maintaining quality service.</p><p>• Advocate for customers by ensuring their experiences are personalized and effortless.</p><p>• Analyze customer concerns independently and provide timely, effective solutions.</p><p>• Resolve technical issues using troubleshooting skills and available self-help tools.</p><p>• Maintain a deep understanding of the company's products and services to better assist customers.</p><p>• Collaborate across departments to resolve inquiries efficiently, aiming for one-call resolution.</p><p>• Utilize tools like Microsoft Teams, Word, Outlook, and Excel to manage customer interactions and data.</p><p>• Continuously strive to meet call center metrics and deliver success stories for customers.</p>
We are looking for a dedicated Customer Success Agent to join our team in Milwaukee, Wisconsin. In this Contract-to-permanent role, you will be instrumental in ensuring our customers achieve maximum value from our services while delivering exceptional experiences. This position is ideal for someone who thrives in a fast-paced, high-volume call center environment and enjoys building successful partnerships with customers.<br><br>Responsibilities:<br>• Handle inbound customer interactions with urgency, aiming to meet a daily call target of 85 calls.<br>• Advocate for customers by tailoring their experiences to ensure minimal effort and satisfaction.<br>• Analyze customer concerns independently and provide timely, effective solutions.<br>• Utilize troubleshooting skills and self-help tools to address technical issues.<br>• Demonstrate strong knowledge of Milwaukee products and services to resolve inquiries effectively.<br>• Collaborate cross-functionally with support teams to ensure one-call resolutions.<br>• Exhibit agility in addressing customer needs across various channels and adapting to dynamic situations.<br>• Maintain accurate records of customer interactions and solutions through data entry systems.<br>• Uphold professionalism and responsiveness in all communications to foster long-term customer relationships.
We are looking for an experienced Credit Analyst to join our team in Brookfield, Wisconsin. This role will focus on managing credit and underwriting operations for small-ticket loans and equipment leases, while also contributing to the company’s strategic growth initiatives. The ideal candidate will have a strong background in commercial credit analysis and leadership, with a commitment to delivering exceptional service and maintaining regulatory compliance.<br><br>Responsibilities:<br>• Oversee credit and underwriting processes for small-ticket loans and equipment leases, ranging from $10,000 to $250,000 or more.<br>• Provide leadership and mentorship to a team of credit analysts and underwriters, including setting credit authorities and training programs.<br>• Review and approve complex transactions, ensuring they align with company guidelines while addressing exceptions when necessary.<br>• Develop and implement scalable credit scoring models and automated underwriting systems to improve efficiency.<br>• Collaborate with Sales, Operations, and Customer Service teams to ensure timely processing and an exceptional customer experience.<br>• Monitor portfolio performance, focusing on delinquency rates and loss metrics, and take proactive measures to mitigate risks.<br>• Maintain compliance with regulatory requirements and prepare for annual audits.<br>• Update and refine Ideal Customer profiles on a regular basis to align with business needs.<br>• Serve as a member of the Executive Leadership Team, contributing to strategic planning and risk management initiatives.
<p>We are looking for a dedicated Collections Specialist to join our team in Brookfield, Wisconsin. This contract position offers an excellent opportunity to contribute to the success of a wholesale distribution company by managing accounts receivable functions. The role is fully onsite and involves close collaboration with the credit manager to support the credit and collections department.</p><p><br></p><p>Responsibilities:</p><p>• Manage the aging of accounts for an assigned region or division to ensure timely collection of receivables.</p><p>• Communicate regularly with customers to collect outstanding balances and resolve payment issues.</p><p>• Perform credit checks and approve orders based on established guidelines.</p><p>• Generate credit reports and recommend adjustments to credit limits when necessary.</p><p>• Prepare collection letters, payment plans, and documentation for uncollectible accounts to be sent to third parties.</p><p>• Process check requests for refunds and credit card payments, ensuring accurate record-keeping.</p><p>• Collaborate with operational teams to address disputes and make necessary account adjustments.</p><p>• Maintain detailed and up-to-date notes for all customer accounts, including aging reviews and risk assessments.</p><p>• Research account credits and review general ledger entries related to accounts receivable.</p><p>• Handle miscellaneous tasks such as bankruptcy claims, equipment aging reviews, and preparing proof of claims as directed.</p>
We are looking for a skilled Collections Specialist to join our team on a contract basis in Waterford, Wisconsin. This position will focus on managing accounts receivable and ensuring timely collection of outstanding balances while providing exceptional customer service. The role is fully remote and will last approximately 6-8 weeks.<br><br>Responsibilities:<br>• Monitor and analyze accounts receivable aging reports to identify overdue accounts.<br>• Communicate with customers regarding past-due balances and ensure timely resolution of outstanding payments.<br>• Address and resolve customer inquiries related to billing discrepancies, short payments, and account issues.<br>• Research and resolve both internal and external inquiries to provide accurate problem resolution.<br>• Prepare and distribute account statements to customers as needed.<br>• Assist with invoicing processes and handle ad hoc requests from the team.<br>• Provide feedback to improve collections processes and enhance efficiency.<br>• Manage assigned accounts by maintaining up-to-date records and tracking payment activities.<br>• Utilize software tools such as Salesforce and NetSuite to support collections tasks effectively.
<p>We are looking for an experienced Director of Financial Planning and Analysis to lead strategic financial initiatives and optimize performance for our organization in Waukesha, Wisconsin. This high-visibility role requires a skilled individual to manage financial planning processes, analyze historical data, and provide actionable insights to the executive team, board of directors, and private equity stakeholders. Reporting directly to the Chief Financial Officer, the ideal candidate will combine strategic vision with tactical execution to drive value creation and resource optimization.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Develop and oversee comprehensive financial planning processes, including annual budgets, rolling forecasts, and short-term estimates, to enhance decision-making and efficiency.</p><p>• Create and refine financial models to support strategic plans, budgeting, forecasting, and business planning efforts.</p><p>• Prepare and deliver impactful financial presentations for executive leadership, the board of directors, and external stakeholders.</p><p>• Analyze financial performance against forecasts and plans, conducting variance analyses and partnering with business leaders to achieve organizational goals.</p><p>• Design and implement dynamic dashboards, management reporting tools, and key performance indicators to monitor financial and operational performance effectively.</p><p>• Generate detailed sales reports on a daily and weekly basis, providing actionable insights to drive business growth.</p><p>• Collaborate with business leaders to assess emerging trends, identify risks and opportunities, and propose innovative solutions.</p><p>• Optimize FP& A processes by enhancing coordination, streamlining workflows, and improving forecasting accuracy.</p><p>• Partner with data engineers to implement advanced systems for automated reporting and enhanced data visualization.</p><p>• Lead and mentor an FP& A team, fostering a collaborative environment focused on achieving business results and increasing company valuation.</p>
