Client Management Specialist

Stephen Gould Corporation•Whitestown, IN

3d•Hybrid

About The Position

The Client Management Specialist assists with managing client product and business portfolios and is primarily responsible for following and managing orders from inception through payment. The role administers client activity, including preparing client and supplier correspondence, processing orders, maintaining distribution spreadsheets, tracking projects, conducting research, and managing budgets. It works closely with clients, suppliers, sales teams, and internal departments to meet client needs and provide outstanding service. The specialist supports quotes and client product requests, processes orders, schedules shipments by land, air, or sea, and manages quality documentation such as ISO forms, Return Material Authorizations (RMAs), and quality control action plans. Using the Epicor ERP system, the specialist records supporting order and portfolio documentation, including freight invoices and inventory records, and coordinates product receipt and release from the location warehouse. The role also partners with corporate departments to ensure timely billing and prompt invoice collection. The position works directly with clients and sales teams in the Sales Department and coordinates with corporate-office departments. It has a dotted reporting line to the Sales Manager and reports to the branch Office Manager. A hybrid working model is offered.

Requirements

Associate degree in Business or a related discipline.
At least 2 years of experience.
Communication, attention to detail, accountability, positivity, and time-management skills.

Nice To Haves

Bachelor’s degree in Business or a related discipline.
High proficiency in Microsoft Word, Excel, Outlook, and virtual collaboration tools such as Microsoft Teams, Webex, and Zoom.
Knowledge of ERP systems covering core supply chain, manufacturing, services, financial, and other organizational processes.
Experience in a corporate sales and service environment.

Responsibilities

Assist with managing client product and business portfolios.
Prepare client and supplier correspondence.
Process and manage client orders from inception through payment.
Maintain distribution spreadsheets, track projects, conduct research, and manage budgets.
Initiate quotes in support of client product requests.
Schedule shipment of goods by land, air, or sea.
Own and process quality management documents, including ISO forms, RMAs, and quality control action plans.
Capture supporting order and portfolio documentation in the Epicor ERP system, including freight invoices and inventory management documents.
Coordinate product receipt and release from the location warehouse.
Work with corporate departments to ensure orders are processed for billing promptly and support timely invoice collection.
Communicate and coordinate with clients, sales agents, project managers, branch and corporate partners, warehouse personnel, and suppliers.
Ensure client portfolios and sales teams align with company policies, procedures, and behavioral expectations.