Boelter, Inc.
Customer Success Administrative Coordinator
Boelter, Inc., Pewaukee, Wisconsin, United States
Overview
Customer Success Administrative Coordinator Posted Friday, September 12, 2025 at 6:00 AM For 95 years, Boelter has been helping our customers create unforgettable experiences. Our focus is to provide unparalleled service and high-quality products. Boelter takes your best and makes it even better. Boelter participates in every aspect of the restaurant supply, hospitality, and beverage industries. From designing commercial kitchens to delivering barware supplies, from installing food service equipment to staging the perfect tabletop - with our full spectrum of services and products - we bring inspiration to the table. CUSTOMER SUCCESS ADMINISTRATIVE COORDINATOR Belong to the Boelter community that brings people together... We value the individual where your unique perspective builds a stronger community and fuels our passion for authentic relationships. POSITION SUMMARY
This hybrid full-time
Customer Success Administrative Coordinator
role reports to the Customer Service Manager and serves as a vital support team member for the Customer Success- Education K-12 and Healthcare/Senior Living teams. The Customer Service Administrative Coordinator supports department personnel by performing a wide variety of duties, working directly with the Customer Success Teams to ensure timely completion of the entire order process and projects. ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide an excellent level of service and strong attention to detail to ensure accurate data entry while striving for consistent, positive experiences for both internal and external customers. Efficiently utilize SAP system to expedite vendor POs, request invoices and check for accuracy and completeness. Utilize available systems (SAP, HubSpot, AutoQuotes) daily to create and maintain order progression and shipping updates. Respond to problems with sense of urgency, collaborating with Customer Service Leader, Customer Success Managers, Customer Success Team, Purchasing, Sales associates and other necessary Boelter associates to determine optimal problem resolution for the customer, supplier and Boelter. Proactive communication with internal and external vendors and installers via email, phone or chat to get order updates, purchase order updates, and carrier tracking information which would be shared with CS Team in Hubspot and SAP. Coordinate with external installers and internal warehouse teams to get equipment delivered to customers correctly and in a timely manner. Work with vendors and installers to get invoices and send them to the accounts payable team for billing. They would be responsible for auditing and reviewing all open orders and making sure they are billed in an accurate and timely manner. Develop and maintain excellent working relationships with all internal departments, suppliers and manufacturer rep groups. Identify and inform appropriate departments and suppliers of any changes, developments or problems related to both service and product. Work with vendors on return authorizations and any warranty issues that may arise. Participate in cross-functional teams to ensure the continuous, on-going improvement of processes, methods, productivity, and quality, while reducing overall costs. Acquire knowledge and attend training on products and services offered by our suppliers to provide customers with options for their program needs. EDUCATION and/or EXPERIENCE
High School Degree and 12-24 months of related experience or equivalent. Associate degree preferred. Additional years of education and experience may be substituted for each other. Proficiency in Word, Excel and Microsoft Outlook. Knowledge of SAP a plus. PHYSICAL DEMANDS and WORK ENVIRONMENT
While performing the duties of this job, the employee must be able to use a keyboard, calculator, and telephone. Frequent sitting, talking, hearing, and occasionally stand, stoop, kneel, crouch, crawl, lift (10 lbs.), and an ability to adjust vision for close vision work. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. At Boelter, we care about our associates. We are pleased to offer a comprehensive suite of benefits that are designed to promote and support total well-being for you and your family. Benefits
Associates working a minimum of 30 hours per week are eligible to enroll in our benefit programs. Coverage begins the first of the month following hire date for those that enroll in: Short-Term Disability coverage is provided via salary continuation at a rate of 60% of your base salary. You are eligible for this coverage after one year of employment. 401(k) contributions can start as soon as the first payroll of employment and include a company match. You can also take advantage of Associate Perks immediately such as Paid Time Off and associate discounts at our stores. We are proud to offer On Demand pay to their associates. Work today and get paid tomorrow! Boelter is committed to offering a robust benefits package and exciting work culture that makes it a great place to work! Wont you come join us?
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Customer Success Administrative Coordinator Posted Friday, September 12, 2025 at 6:00 AM For 95 years, Boelter has been helping our customers create unforgettable experiences. Our focus is to provide unparalleled service and high-quality products. Boelter takes your best and makes it even better. Boelter participates in every aspect of the restaurant supply, hospitality, and beverage industries. From designing commercial kitchens to delivering barware supplies, from installing food service equipment to staging the perfect tabletop - with our full spectrum of services and products - we bring inspiration to the table. CUSTOMER SUCCESS ADMINISTRATIVE COORDINATOR Belong to the Boelter community that brings people together... We value the individual where your unique perspective builds a stronger community and fuels our passion for authentic relationships. POSITION SUMMARY
This hybrid full-time
Customer Success Administrative Coordinator
role reports to the Customer Service Manager and serves as a vital support team member for the Customer Success- Education K-12 and Healthcare/Senior Living teams. The Customer Service Administrative Coordinator supports department personnel by performing a wide variety of duties, working directly with the Customer Success Teams to ensure timely completion of the entire order process and projects. ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide an excellent level of service and strong attention to detail to ensure accurate data entry while striving for consistent, positive experiences for both internal and external customers. Efficiently utilize SAP system to expedite vendor POs, request invoices and check for accuracy and completeness. Utilize available systems (SAP, HubSpot, AutoQuotes) daily to create and maintain order progression and shipping updates. Respond to problems with sense of urgency, collaborating with Customer Service Leader, Customer Success Managers, Customer Success Team, Purchasing, Sales associates and other necessary Boelter associates to determine optimal problem resolution for the customer, supplier and Boelter. Proactive communication with internal and external vendors and installers via email, phone or chat to get order updates, purchase order updates, and carrier tracking information which would be shared with CS Team in Hubspot and SAP. Coordinate with external installers and internal warehouse teams to get equipment delivered to customers correctly and in a timely manner. Work with vendors and installers to get invoices and send them to the accounts payable team for billing. They would be responsible for auditing and reviewing all open orders and making sure they are billed in an accurate and timely manner. Develop and maintain excellent working relationships with all internal departments, suppliers and manufacturer rep groups. Identify and inform appropriate departments and suppliers of any changes, developments or problems related to both service and product. Work with vendors on return authorizations and any warranty issues that may arise. Participate in cross-functional teams to ensure the continuous, on-going improvement of processes, methods, productivity, and quality, while reducing overall costs. Acquire knowledge and attend training on products and services offered by our suppliers to provide customers with options for their program needs. EDUCATION and/or EXPERIENCE
High School Degree and 12-24 months of related experience or equivalent. Associate degree preferred. Additional years of education and experience may be substituted for each other. Proficiency in Word, Excel and Microsoft Outlook. Knowledge of SAP a plus. PHYSICAL DEMANDS and WORK ENVIRONMENT
While performing the duties of this job, the employee must be able to use a keyboard, calculator, and telephone. Frequent sitting, talking, hearing, and occasionally stand, stoop, kneel, crouch, crawl, lift (10 lbs.), and an ability to adjust vision for close vision work. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. At Boelter, we care about our associates. We are pleased to offer a comprehensive suite of benefits that are designed to promote and support total well-being for you and your family. Benefits
Associates working a minimum of 30 hours per week are eligible to enroll in our benefit programs. Coverage begins the first of the month following hire date for those that enroll in: Short-Term Disability coverage is provided via salary continuation at a rate of 60% of your base salary. You are eligible for this coverage after one year of employment. 401(k) contributions can start as soon as the first payroll of employment and include a company match. You can also take advantage of Associate Perks immediately such as Paid Time Off and associate discounts at our stores. We are proud to offer On Demand pay to their associates. Work today and get paid tomorrow! Boelter is committed to offering a robust benefits package and exciting work culture that makes it a great place to work! Wont you come join us?
#J-18808-Ljbffr