Customer Account Specialist

About the role

The Customer Service Account Specialist acts as an extension of sales and is responsible for managing customer accounts, processing orders, and providing all necessary information to customers.

Responsibilities

• Receive and accurately process all orders via phone, fax, website, email, and EDI from customers in a fast-paced environment.
• Provide knowledgeable answers to questions regarding product, product availability, and pricing.
• Reconcile Dealer/National Accounts by auditing transaction records including freight claims, proof of delivery, and processing credit and/or debits when necessary.
• Settle customer invoice discrepancies and ensure accounts are up to date.
• Implement pricing and discounts to various transactions submitted or requested by Sales.
• Process transactions involving government entities.
• Work closely with Sales and Credit departments to ensure proper implementation of programs.
• Process, review, and release Delivery Receipts, up to 200+ transactions daily.
• Process end user billing.
• Provide customer online support for orders, invoices, credit card payments, and other account information.
• Contact customers and release backorders in a timely manner, in accordance with the customer's request and corporate policies.
• Handle customer complaints in a proper manner in coordination with related departments.
• Partner with Supply Chain team to obtain freight quotes, order status, and assistance for inbound inventory.
• Generate customized daily/weekly reports for customers using Access and Excel.
• Support the department in ensuring proper coverage for customers at all times.

Requirements

• Intermediate-level experience
• Customer service experience
• Call center experience
• Account management experience

Skills

• Customer service
• Call center
• Account management

Pay

The pay range for this position is $23.00 – $24.00/hr. Individual compensation offered within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Benefits

If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan (Pre-tax and Roth post-tax contributions available)
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms.

Schedule & location

This is a Contract to Hire, hybrid position based out of Santa Ana, CA. Anticipated closing date: November 5, 2026.