About this role
*Role will be in Grafton, WI office to start, but will move to the downtown Milwaukee office early 2026.
Scope of role
This role is key in meeting the needs of our OEM and distribution customers by handling routine and overflow calls and inquiries from customers and field sales representatives. This position is responsible for processing orders, advising on pricing, delivery, lead-time, terms and conditions guidelines and policies, credit/debits, etc.
Key Responsibilities
Perform basic daily account management tasks:
Respond to email and phone inquiries
Process customer orders
Process customer claims
Complete daily reports
Research and process customer credits and debits
Assisting in writing department SOPs and work instructions and coaching other CSR’s on SOP and work instruction creation
Triage and process customer orders
Utilize CRM, Oracle, OTIS, DDM, Excel, Word, PPT, and O365 to address customer requests
Provide customer documents (i.e., policies, forms, engineering drawings, wiring diagrams, etc.)
Identify and take action on continuous improvement opportunities
Actively participate in daily Gemba calls.
Take ownership over individual and contributions to team metrics, conduct root cause analysis, and implement solutions
Participate in user testing to improve department processes
Assist in special projects and Kaizen events
Help train, job shadow, and mentor new hires
PROFESSIONAL EXPERIENCE/QUALIFICATIONS
The successful candidate will have relevant customer service experience and have proven experience in developing collaborative relationships across all levels and functions. This individual must have the passion, energy, adaptability and intellectual curiosity necessary for a fast-paced, growth-driven environment. Be able to employ forward thinking and a continuous improvement mindset.
Minimum Requirements:
Requires a high school diploma or equivalent and 2-3 years of related experience. Bachelor's degree preferred.
Experienced Microsoft Office; Excel, Word, O365.
Customer service experience within manufacturing strongly preferred.
Previous experience with process improvements, Kaizens and/or projects preferred
Preferred experience with Oracle or another ERP software.
Preferred experience with Microsoft Dynamics 365 or another CRM tool.
Candidates must be eligible to work in the United States without requiring company sponsorship to obtain or keep U.S. work authorization.
Benefits
- Medical, Dental, Vision and Prescription Drug Coverage
- Spending accounts (HSA, Health Care FSA and Dependent Care FSA)
- Paid Time Off and Holidays
- 401k Retirement Plan with Matching Employer Contributions
- Life and Accidental Death & Dismemberment (AD&D) Insurance
- Paid Leaves
- Tuition Assistance
About Regal Rexnord
Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company’s electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company’s automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools.
The Company’s end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture.
Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com.
Equal Employment Opportunity Statement
Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, pregnancy, age, ancestry, national origin, genetic information, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. If you’d like to view a copy of the company’s affirmative action plan for protected veterans/individuals with disabilities or policy statement, please email [email protected]. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail [email protected].
Equal Employment Opportunity Posters
Notification to Agencies: Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.
Other facts
About Regal Rexnord
All 30k+ associates at Regal Rexnord have a shared purpose: Create a better tomorrow with sustainable solutions that power, transmit, and control motion. We are a leading, global manufacturer of airflow, motion control, power transmission, and power generation solutions used in commercial, industrial and residential settings.
You may not know it, but Regal Rexnord impacts your life every day. Our products enable the fans in HVAC systems that keep us comfortable; the power source that keeps smart buildings running; the agricultural and food service equipment that keeps us fed; and the conveyor systems that keep e-commerce flowing. Regal Rexnord is comprised of four operating segments: Automation & Motion Control, Industrial Powertrain Solutions, Power Efficiency Solutions and Industrial Systems. Regal Rexnord is headquartered in Milwaukee, Wisconsin and has manufacturing, sales and service facilities worldwide. For more information, visit RegalRexnord.com.
What you'll do
- The Customer Care Advocate II is responsible for handling customer inquiries, processing orders, and managing customer claims. This role also involves assisting in writing SOPs, participating in continuous improvement initiatives, and mentoring new hires.
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