Role

Summary

The Parts Specialist – Level 1 provides essential customer service, quoting, order processing, and operational

support for the Repair Parts Department. This role focuses on routine, high-volume tasks that ensure speed,

accuracy, and reliability for customers. This entry-level specialist will learn T-TEK equipment and gradually

absorb responsibilities that relieve both the Level 2 Specialist and the Department Manager.

Key Responsibilities

Customer Support & Workflow Assistance

• Assist with monitoring the shared inbox and responding to customer inquiries.

• Gather information needed for accurate quoting and order creation.

• Communicate clearly and professionally with customers as skill level increases.

Quoting & Order Creation

• Prepare accurate quotes using established templates and pricing structures.

• Convert approved quotes to orders and ensure accuracy in Acumatica.

• Verify stock availability, lead times, and shipping requirements.

CRM Task Execution & Data Quality

• Record interactions, tasks, quote notes, and customer updates in CRM.

• Maintain customer data accuracy, including equipment details and order history.

• Execute follow-ups and reminders prompted by CRM workflows.

• Assist with CRM cleanup, standardization, and workflow optimization.

Warehouse & Internal Support

• Communicate with warehouse staff on order status and shipping details.

• Provide tracking updates to customers.

• Support production or purchasing workflows by relaying key information.

Training & Development

• Build knowledge of T-TEK parts, equipment, quoting standards, and shipping processes.

• Progressively take on more complex quotes, technical requests, and customer scenarios.

• Support both Senior Parts Specialist and Manager during high-volume periods.

Key Skills & Competencies

• Willingness to learn and absorb technical information

• Strong communication skills

• Basic mechanical or industrial aptitude

• ERP familiarity or aptitude for learning Acumatica

• CRM discipline and accuracy

• Organization, reliability, and follow-through

• Problem-solving and curiosity

• Ability to handle increasing responsibility over time

Key Performance Indicators (KPIs)

• Quote Accuracy %

• Quote Creation Time

• Order Entry Accuracy %

• CRM Update Accuracy & Completion Rate

• Customer Communication Response Time

• Error Reduction / Rework Required

• Training Milestones Achieved

• Support effectiveness during peak workloads