Client Management Specialist

What makes Stephen Gould Exceptional

Founded through a passion for entrepreneurship, our success is due to the ingenuity and tenacity of our extraordinary teams, bringing people and ideas together. With Stephen Gould, everything is within reach including an exciting career opportunity. We want you to join our team and build on our incredible 80-years of excellence.

What will I do?

• Assist with managing client product and business portfolios
• Administer client activity relating to composing client and supplier correspondence, processing orders, maintaining distribution spreadsheets, project tracking, research, and managing budgets
• Work closely with clients, suppliers, and internal teams to best meet client needs
• Follow and manage an order from inception to payment
• Communicate, detail orientation, accountability, positivity, and time management are key to success
• Ensure client portfolios and sales teams align to and emulate the company’s policies, procedures, and behavioral expectations
• Communicate with sales agents, project managers, branch and corporate partners, clients, warehouse personnel, and suppliers
• Initiate quotes in support of client product requests
• Receive, process, and place client orders including scheduling shipment of goods via land, air, and/or sea
• Own and process Quality Management Standard documents - including ISO forms, Return Material Authorizations (RMA), and quality control action plans
• Capture all supporting documentation for orders and portfolios within the ERP system (Epicor) including freight invoices, inventory management documents, and coordinate product receipt and release from location warehouse
• Work with Corporate Departments to ensure orders are processed for billing in a timely manner and drive the prompt collection of invoices
• Work directly with clients and sales teams within the Sales Department, and closely coordinate with various departments within the corporate office
• Report to the branch Office Manager with a dotted reporting line into the Sales Manager

Role Requirements

• Associate degree in Business or related discipline + 2 years of experience required
• Bachelor’s degree in business or related discipline highly preferred
• High proficiency in Microsoft Word, Excel, Outlook, and virtual communication and collaboration tools – such as Microsoft Teams, Webex, and Zoom – highly preferred
• ERP (Enterprise Resource Planning) system knowledge for core supply chain, manufacturing, services, financial, and other processes of an organization highly preferred
• Ideal experience in a corporate sales and service environment is preferred