National Accounts Specialist

Position Summary

The National Accounts Specialist reports to the Manager, Customer & Sales Support. Located in San Diego, this role is full-time with a hybrid schedule.

Essential Functions & Responsibilities

• Assist National Accounts Coordinators and Sales Representatives in managing national accounts, providing timely and accurate support for customer inquiries and requests.
• Collaborate closely with internal and external stakeholders to ensure the successful execution of national account activities.
• Support the generation of accurate quotes for national accounts, reviewing vendor quotes and providing assistance in negotiating discounts when applicable.
• Aid in the order entry process, ensuring timely and accurate processing of orders while adhering to customer requirements and deadlines.
• Assist in coordinating logistics for national account shipments, deliveries, and equipment installations, liaising with vendors, carriers, installers, and customers as needed.
• Utilize third-party facility management software to track and manage orders, shipments, and installations.
• Assist in addressing and resolving customer equipment issues, escalating complex issues to senior team members or other departments as necessary.
• Provide prompt and professional customer support, ensuring timely resolution of inquiries and concerns.
• Maintain and analyze data related to national account quotes, orders, and installations, identifying trends, discrepancies, and areas for improvement.
• Prepare regular reports and updates for National Accounts Coordinators and management to support decision-making and strategy development.

Competencies

• Understanding of foodservice equipment, industry standards, and best practices.
• Superior customer service skills with a focus on delivering exceptional service and support to national accounts.
• Strong organizational skills with the ability to coordinate logistics and manage multiple tasks effectively.
• Excellent verbal and written communication skills with the ability to convey information clearly and professionally.
• Strong analytical and problem-solving skills with the ability to troubleshoot issues and find solutions promptly.
• Ability to work collaboratively with National Accounts Coordinators, Sales Representatives, and cross-functional teams.

Qualifications & Experience

• High School Diploma, or equivalent military or practical experience.
• 2 – 4 years of experience in the foodservice/hospitality/restaurant industry, with exposure to national accounts coordination or similar role.
• Completion of CFSP Test within the first 3 years of employment; CFSP Certification preferred.
• Demonstrated ability to provide excellent customer service, manage logistics, and support national account activities effectively.
• Proficient in Microsoft Outlook, Excel, and Word, with the ability to learn and utilize database and quoting software.
• Ability to successfully pass a background check post offer acceptance.