Customer Service Rep I
Patterson Companies, Inc.
Summary
As a Customer Service Representative I (CSR I), you are responsible for assisting internal and external customers and sales representatives with order entry with professionalism, skill, and expediency.
Job description
Job Summary
As a Customer Service Representative I (CSR I), you are responsible for assisting internal and external customers and sales representatives with order entry with professionalism, skill, and expediency.
Essential Functions
Administrative:
- Accurately process and ensure accuracy of customer transactions in order entry system such as orders, quotes, returns, etc.
- Maintain accurate customer and territory records, facility records, and document all customer interaction.
- Generation of reports
- Monitor scheduled shipment dates to ensure timely delivery.
- Accurately maintain and ensure regulatory guidelines are met according to Company, State, and Federal policies.
- Gain understanding of and adhere to Accounts Receivables policies and practices.
- Verify price and terms in accordance with standard procedures and customer profitability profiles.
- Multitask and work within multiple computer systems and communication platforms simultaneously.
- Maintain a current knowledge of company products, policies and procedures
Customer Support:
- Develop strong working relationships across the business/functions, as well as with customers and manufacturing partners.
- Provide impeccable customer service and sales support; respond to customer queries, answer questions and solve problems in a timely fashion.
- Communicate any pertinent information received from customers to the outside sales representative or appropriate management.
- Identify customer requirements and expectations in order to recommend specific products and/or solutions.
- The Customer Service Representative may perform other duties as assigned.
Additional Functions
- May also place outbound calls to existing customers to identify and suggest additional products and increase sales and services.
Job Qualifications
Required Qualifications
- High School Degree or equivalent
- Exceptional customer service and organizational skills
- Accuracy and strong attention to detail
- Effective verbal, written, and interpersonal communication skills
- General computer proficiency including knowledge of MS Office
Preferred Qualifications
- Associate’s Degree or equivalent combination of education and experience.
- Proficiency in SAP or related ERP
Requirements
- High School Degree or equivalent
- Exceptional customer service and organizational skills
- Accuracy and strong attention to detail
- Effective verbal, written, and interpersonal communication skills
- General computer proficiency including knowledge of MS Office
- Associate’s Degree or equivalent combination of education and experience (preferred)
- Proficiency in SAP or related ERP (preferred)
Benefits
- Medical, Dental & Vision
- Wellness Program
- 401(k) Matching
- Retirement Savings Plan
- Paid Time Off
- Holiday Pay
- Floating Holidays
- Volunteer Time Off
- Educational Assistance Program
- Paid Parental Leave
- Paid Adoption Leave
- Employee Assistance Program
- Patterson Perks Program
Company overview
Patterson Companies, Inc. is a leading value-added distributor specializing in products, software, equipment, technical services, and business solutions for oral and animal health markets across North America and the United Kingdom. Founded in 1877 as a dental supply company, Patterson has evolved into a comprehensive healthcare distribution powerhouse with deep expertise in both dental and veterinary sectors. The company operates through three core divisions: Patterson Dental Supply, Patterson Veterinary Supply, and Animal Health International, serving dental practices, veterinary clinics, and animal production operations of all sizes. Patterson distinguishes itself through its legendary customer service, technical expertise, and comprehensive practice management solutions that help healthcare providers operate more efficiently and profitably. With approximately 7,600 employees and a network of over 70 distribution facilities, the company combines national scale with local market knowledge to deliver exceptional service. Patterson's commitment to innovation is evident through its technology offerings, including practice management software, 3D imaging solutions, and patient education systems. The company was publicly traded on NASDAQ as PDCO until its acquisition by Patient Square Capital in 2025, transitioning to private ownership while maintaining its market leadership position in healthcare distribution.