Account Operations Specialist II

BP Supply Inc•Carlsbad, NM

5h•Hybrid

About The Position

An account operations specialist is responsible for overseeing the day-to-day operations of a specific customer accounts, ensuring smooth functioning by managing tasks like order entry, reporting, customer communication, process improvement, and monitoring key performance indicators (KPIs) to maintain high customer service standards and satisfaction; they act as the primary point of contact for customer needs, coordinating with internal teams to resolve issues and deliver timely results.

Requirements

Must be willing to train in Midland, Lamesa, Andrews and Monahans
Strong analytical skills and ability to interpret data
Excellent communication and interpersonal skills to interact with customers and internal teams
Detail-oriented with a focus on accuracy and quality
Proficiency in Profit 21 and CRM system
Problem-solving and decision-making abilities to address customer concerns effectively.

Responsibilities

Managing all operational aspects of assigned customer accounts, including order entry, and serving as the point of contact for those accounts. Includes phone calls/texts, direct face-to-face contact, lunches, and invoice signing.
Tracking key performance metrics (KPIs) like response times, accuracy rates, and customer satisfaction levels to identify areas for improvement.
Track customer interactions via CRM, update order information, and report data to store manager.
Identifying opportunities to streamline workflows, automate tasks, and enhance operational efficiency within customer accounts and report to store manager.
Acting as the primary point of contact for customers, addressing inquiries, resolving issues, and coordinating with internal teams to meet customer needs. Communicate additional revenue opportunities to store manager and business development team.
Maintaining accurate customer information within internal databases and CRM systems.
Receive calls directly from customers and enter orders into P21.
Be the point of contact for assigned accounts. Includes phone calls/texts, direct face-to-face contact, lunches, and invoice signing.
CRM will determine the frequency and type of contact with accounts.
Orders are monitored via system status changes and truck gps data to ensure timely deliveries.
Report to store manager.
Attend OPS L-10.
Time off requests, expense reports, etc. sent to store manager.
Proactively call customer accounts on rig move days to promote timely order communication.
Currently assigned trucks will stay as is but be made available to other members of the AOS team.