Account Specialist

Trust Automation•San Luis Obispo, CA

1d•$30 - $35•Onsite

About The Position

The Account Specialist is the entry point into the Account Management career track. This role is responsible for accurate order processing, customer status communication, and internal coordination support. The Account Specialist works under close supervision to develop foundational skills in ERP systems, customer service practices, and cross-functional collaboration within a technical, manufacturing-based environment. This role also plays a supporting part in new customer onboarding, helping ensure smooth transitions and a positive first experience with Trust Automation. This is an Entry Level position the foundation of the role is focused on transactional accuracy, internal coordination, and customer communication under direct supervision.

Requirements

Associate's degree or higher in Business, Communications, or a related field, OR equivalent professional experience.
0-2 years of experience in customer service, order management, inside sales support, or a related administrative/coordination role.
Strong attention to detail and accuracy in data entry and documentation.
Clear, professional written and verbal communication skills.
Proficiency with Microsoft Office (Outlook, Excel, Word); willingness to learn ERP and CRM systems.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Team-oriented mindset with a willingness to learn and follow established processes.
Minimal travel expected (0-5%).
May require occasional schedule flexibility to support customer deadlines.
Works under direct supervision with structured guidance and regular check-ins.
This position may be asked to drive for company purposes during the course of employment. If asked and agreed upon, employees must possess a valid California Driver’s License and clean driving record.
May participate in the identity verification process to access secure client or government portals by authorizing certified supplier or customer management platforms to obtain information from your personal credit profile or other information, solely to verify your identity.
Hearing and speaking to exchange information in person, on the telephone or virtually.
Dexterity of hands, fingers, and wrist to operate a computer keyboard, calculator or assemble/manufacture intricate items.
Seeing to read a variety of materials.
Sitting or standing for extended period of time
Physical agility to lift 20 pounds to shoulder height.
Physical agility to lift, carry, push, or pull objects.

Nice To Haves

Experience with ERP systems (e.g., Epicor, SAP, NetSuite) or order management platforms.
Exposure to manufacturing, industrial, aerospace, or defense-adjacent environments.
Basic familiarity with purchase orders, shipping terms, or returns coordination processes.
Interest in a long-term career in account management or technical sales support.

Responsibilities

Accurately process and track customer orders and purchase orders with high attention to detail.
Provide timely, professional customer communication on order status, shipping updates, and routine inquiries.
Support internal teams through disciplined data entry, documentation, and routing.
Assist in the onboarding of new customers by supporting account setup, documentation, and initial order coordination.
Develop foundational knowledge of company products, processes, and customer base to enable future growth on the account management track.
Enter and maintain customer orders in the ERP system accurately and on schedule.
Track order progress and proactively communicate status updates to customers.
Coordinate with internal teams (manufacturing, shipping, quality) to confirm delivery timelines.
Identify and flag discrepancies in orders, POs, or delivery schedules to supervisors.
Respond to routine customer inquiries via phone and email in a timely and professional manner.
Provide order status, shipping information, and basic product availability updates.
Route more complex customer inquiries or escalations to the appropriate account manager or supervisor.
Document customer interactions and maintain accurate contact records.
Support the onboarding of new customers by assisting with account setup, contact documentation, and initial order entry.
Coordinate internally to ensure new customer requirements are captured accurately and communicated to the appropriate teams.
Serve as a friendly, organized point of contact during early customer interactions to help establish a positive relationship with Trust Automation.
Support the Quality team with RMA documentation, tracking, and customer communication as directed.
Route return requests to Quality following established procedures and confirm receipt with customers.
Maintain accurate records of RMA-related correspondence and status updates in ERP and tracking systems.
Review incoming purchase orders for basic accuracy (part number, quantity, address, terms) and route to appropriate teams.
Support the coordination of contract-related documentation, routing to Contracts or management as needed.
Maintain organized records of customer documentation, POs, and correspondence.
Support cross-functional coordination between Customer Service, Shipping, Quality, and Operations on routine tasks.
Assist account managers and team leads with administrative tasks, data gathering, and reporting.
Participate in team meetings and training sessions to develop product and process knowledge.
Performs other related duties as assigned.