Customer Service Specialist
Job Summary
Your versatility our products exceptional customer experiences.
At Formations we believe that exceptional customer service is more than just answering questions - its about building trust solving problems and making every interaction count. Were looking for someone who strives for customer satisfaction and enjoys working with others to make that happen. If youre organized hands-on and thrive in a fast-paced environment this could be the perfect fit.
If youre organized resourceful and ready to support a growing distribution and manufacturing business - wed love to meet you.
Location: Full-time on-site Winnipeg MB
What Youll Be Doing:
- Respond to customer inquiries across multiple channels with confidence and efficiency by providing product recommendations technical information pricing or order status updates.
- Generate and manage quotes based on customer specifications and product availability. Youll ensure accuracy follow pricing protocols and seek approvals when needed.
- Process orders in our ERP system (D365 Business Central) from initial PO entry to shipment coordination ensuring all customer and product details are correct.
- Coordinate closely with the warehouse and supply chain teams to verify product availability schedule deliveries and ensure accuracy in picking packing and shipping.
- Track and follow up on backorders ensuring customers are kept informed and that delayed items are fulfilled promptly once received.
- Handle specialty requests like coordinating made-to-order products ensuring details are communicated and executed properly.
- Problem-solve issues such as shipping discrepancies product returns and customer complaints always aiming for a positive resolution that aligns with our service standards
- Manage and maintain accurate filing for invoices ensuring timely organization retrieval and compliance with company recordkeeping standards
- Assist with accounts receivable functions including invoice tracking payment processing and supporting the reconciliation of customer accounts.
In an Average Week You Might...
- Kick off Monday with a quick huddle to align on service priorities inventory updates and order timelines for the week ahead
- Respond to incoming customer requests by providing product details creating quotes and entering sales orders with accuracy and care
- Collaborate with Territory Sales Managers to support client inquiries assist with RFQs and ensure order requirements are met
- Coordinate with the warehouse to confirm product availability resolve delivery concerns and ensure timely shipments
- Process returns or adjustments providing clear documentation and working with Finance and Supply Chain to keep records accurate
- Wrap up Friday by reviewing backorders following up on open quotes and preparing for the week ahead ensuring nothing slips through the cracks
What You Bring:
- 24 years of experience in customer service order processing or inside sales (distribution or manufacturing is a plus)
- A sharp eye for detail; youre organized accurate and know how to keep things moving without dropping the ball
- Strong communication skills; written verbal and professional under pressure
- Confidence working with systems like Microsoft Office.
- A collaborative mindset; you enjoy working with different departments and supporting the team
- A customer-first approach; you listen problem-solve and deliver service that builds trust
Bonus Points
- Experience in the building materials or wood products industry
- Familiarity with order logistics inventory coordination or supporting outside sales teams
- Familiarity with D365 Business Central
You embody Formations core values in how you work:
- Citizenship is choosing to act in the best interest of the whole even when its outside your immediate role. Understanding how your work impacts customers teammates and the success of the company.
- Tenacity is the perseverance and resilience to keep moving forward when obstacles competition or uncertainty challenge us. Staying committed until the job is done and not letting that fire dim.
- Resourcefulness is finding smarter practical more creative solutions and adapting faster than others by making the most of what we already have.
Why Join Us:
- Be part of a forward-thinking company committed to growth and knowledge sharing.
- Access opportunities for professional growth and advancement within the organization.
- Receive a competitive compensation package with eligibility for the Short-Term Incentive Plan (STIP).
- Enjoy 100% company-sponsored health and dental benefits and access to an Employee Assistance Program (EAP).
- Experience recognition programs that celebrate team loyalty demonstration of core values and contributions to success. Benefit from a flexible benefits program tailored to your needs including:
o Health Spending Account (HSA)
o Personal Spending Account (PSA)
o RRSP contribution
As part of our selection process shortlisted candidates will be invited to complete a TRAITS Assessment. Participation in this assessment is mandatory to be considered for the role. We look forward to reviewing your application!
#INDHP
Required Experience:
IC
About Company
Formations Inc. is a privately owned wholesale distributor of non-structural wood products and accessories, serving the woodworking community, designers, and