Customer Account Specialist

About the role

The Customer Service Representative reports to the Customer Account Manager and works with designated Sales Account Managers and their respective customers in a quick‑paced environment to provide exceptional customer support.

Responsibilities

• Communicate professionally and proficiently via email and over the phone.
• Maintain an organizational system to efficiently balance ongoing tasks throughout the day.
• Enter sales orders through the ERP system, working closely with sales account managers in a quick‑paced environment.
• Actively review margins on sales orders and appropriately maintain or increase the orders as needed.
• Review customer purchase orders for accuracy and address issues with sales managers and customers.
• Coordinate with other departments such as purchasing, sourcing, accounting, IT, transportation, and the warehouse staff to meet customer requirements in a designated timeframe.
• Work with manufacturers for direct shipments and follow up to meet deadlines.
• Complete new customer setup and maintain customer maintenance.
• Maintain customer account information pertaining to contacts, freight, and custom items.
• Continuously review designated reports to keep customers and sales current and accurate.
• Process freight quotes, obtain tracking information, arrange couriers for expedited shipments, and request PODs.
• Process RMA requests and forms.
• Assist customers calling the customer service number in regard to orders, invoices, questions, and concerns.
• Perform additional duties and responsibilities as assigned by the Customer Account Manager.

Requirements

• High School Diploma.
• Ability to multi‑task and work in a fast‑paced environment.
• Typing speed of 30+ words per minute.
• Ability to communicate with various levels inside and outside of the organization.
• Ability to work independently and in a team; this environment is critical for success in this position.
• Effective verbal and written communication skills.
• Basic computer skills and knowledge.
• Strong organizational skills with attention to detail.

Qualifications

• Bachelor’s degree in Business Administration or related field preferred.
• 1–2 years of Customer Service Representative experience.
• Familiarity with order entry and freight.

Benefits

• No nights or weekends.
• Paid holidays, vacation, and PTO.
• Comprehensive benefits package including medical, dental, vision, HSA/FSA options, life insurance, short‑ and long‑term disability, voluntary supplemental coverage.
• Employee Assistance Program (EAP).
• 401(k) with company contributions.
• Modern campus perks: on‑site gym, pickleball court, monthly food trucks, and an on‑site ice cream machine.