Customer Account Representative - CPA

About the role

The purpose of the Customer Account Representative (CAR) is to partner with outside sales to manage daily activities of their assigned customer accounts. The CAR serves as the point of contact for customers’ requests and transactions and coordinates the fulfillment of shipping orders through Channel Prime Alliance’s infrastructure. The objective of the position is to assist in the sales process, making transactions easier for both the sales team and customers, while operating within Channel Prime Alliance (CPA) guidelines and procedures.

Responsibilities

• Serve as the point of contact for assigned outside Sales Representatives and corresponding customer portfolio
• Process customers’ purchase orders and all related requests
• Ensure transactions meet shipment deadlines
• Provide proper documentation and certifications related to the transactions
• Maintain all customer-specific information within the operating system
• Coordinate order flow across multiple departments within CPA
• Follow set guidelines in submitting accurate and complete requests/paperwork to other departments by appropriate deadlines
• Work with the Sales Representative to maintain customer pricing quotes so that customers are invoiced correctly at time of shipment to avoid post-billing sales order adjustments
• Communicate order status to customers, including backorder information, blanket order status, and future order confirmations
• Ensure new purchase orders and blanket orders from customers align with CPA policy and take action to resolve discrepancies between the customer request and CPA policy
• Monitor and enforce existing orders per the terms of the agreement between CPA and the customers
• Contribute to the group’s success by assisting with coverage during absences
• Actively problem-solve by seeking better alternatives for performing assigned tasks through rational assessment of options and reaching logical and accurate conclusions from available information

Requirements

• Excellent communication skills, both written and verbal
• Proficiency in Microsoft Office: Outlook, Word, and Excel with the aptitude to quickly learn and understand additional applications
• Willingness to adapt in an evolving environment
• Ability to maintain a high level of organization and prioritization
• Strong analytical skills
• Innate sense of urgency that provides proactive and consistent work
• Proven ability to work well within a team and promote strong working relationships while maintaining a professional attitude and positive outlook
• Capacity to produce a large quantity of error-free work in a timely fashion

Minimum Qualifications

• Bachelor’s degree preferred; equivalent experience considered in lieu of degree
• Minimum of 1 year of experience preferred
• Experience in distribution and supply chain preferred
• Valid driver’s license required
• Proficiency in English required
• Bilingual – Spanish or Portuguese is a plus

Work Environment

Must be adaptable to work in a shared space, with constant noise, with or without the use of a private office. This position is a hybrid in-office and/or work-from-home role.

Physical Requirements

While performing the duties of this job, the incumbent is regularly required to communicate verbally, read and comprehend information, and type on a consistent and daily basis. Push, pull, and lift up to 30 lbs on a weekly basis. Travel by foot, car, bus, airplane, or other means of transportation which require sitting, waiting, and standing for long and short periods of time. Ability to set up desk equipment including setting up equipment on top of desks and connecting cables and power cords under desks (requiring lifting, bending, pushing, pulling).