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Order Fulfillment Associate
FranklinCovey. Claim and resolve standard, well-defined Cases from the Order Fulfillment queue within SLA .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing order fulfillment processes, including case resolution, invoicing, and scheduling, while effectively utilizing Salesforce and Excel for tracking and reporting. Strong communication skills are essential for liaising with clients and requesters to ensure timely and accurate delivery of services.
Highest-signal resume keywords
Salesforce Case ManagementInvoicing and Credit ProcessingDatabase Data EntryExcel ProficiencyCustomer Service Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Order FulfillmentCase ResolutionInvoicingSchedulingData Entry
Soft Skills
Excellent CommunicationProblem-Solving
Tools & Technologies
SalesforceMicrosoft OfficeMicrosoft AX DynamicsLIM Online
Industry Keywords
Client OperationsRevenue RecognitionSLA Management
About the role
Key responsibilities & impact- Claim and resolve standard, well-defined Cases from the Order Fulfillment queue within SLA
- Manage routine scheduling, shipping, and invoicing requests
- Escalate complex, ambiguous, non-standard, or judgment-heavy requests to an Order Fulfillment Coordinator
- Communicate with requesters and clients until assigned Cases are fully resolved
- Coordinate accurate and timely delivery of materials for standard requests, including pre-work and promotional offerings
- Process routine invoicing and credit requests
- Submit and monitor invoices to payment portals where applicable
- Use Salesforce Case reporting to track and prioritize assigned work
- Stay current on company policy, revenue recognition requirements, and process changes
Requirements
What you’ll need- 1+ years of experience in project support, sales support, customer service, or an equivalent client operations role
- Strong computer skills
- Experience with a CRM such as Salesforce
- Database data entry experience
- Excel experience
- Excellent written and verbal communication
- Proficiency in Salesforce Cases/Queues, LIM Online, Microsoft Office, and/or Microsoft AX Dynamics
- Ability to distinguish when to escalate requests versus resolve them independently
Benefits
Comp & perks- Medical, dental, and vision insurance
- HSA
- Employee stock purchasing program
- 401(k)
- Paid time off
- Holiday pay