Client Management Specialist

Stephen Gould CorporationNew York, NY
Hybrid

About The Position

As a Client Management Specialist, you will assist with managing client product and business portfolios. This position encompasses the administration of client activity relating to composing client and supplier correspondence, processing orders, maintaining distribution spreadsheets, project tracking, research and managing budgets. The role works closely with clients, suppliers, and internal teams to best meet client needs. If you like building innovative product solutions and feel a sense of responsibility for providing outstanding service to a client this role is a great fit! The Client Management Specialist is the primary person responsible for following and managing an order from inception to payment. Communication, detail orientation, accountability, positivity, and time management are key to success. This role is responsible for working directly with clients and sales teams within the Sales Department, and closely coordinate with various departments within the corporate office.

Requirements

  • Associate degree in Business or related discipline + 2 years of experience

Nice To Haves

  • Bachelor’s degree in business or related discipline
  • High Proficiency in Microsoft Word, Excel, Outlook and virtual communication and collaboration tools – such as Microsoft Teams, Webex and Zoom
  • Bilingual English/Spanish
  • ERP (Enterprise Resource Planning) system knowledge for core supply chain, manufacturing, services, financial and other processes of an organization
  • Experience in a corporate sales and service environment

Responsibilities

  • Ensure that client portfolios and sales teams align to and emulate the company’s policies, procedures, and behavioral expectations.
  • Communicate with sales agents, project managers, branch and corporate partners, clients, warehouse personnel and suppliers.
  • Assist with initiating quotes in support of client product requests.
  • Receive, process and place client orders including scheduling shipment of goods via land, air and or sea.
  • Own and process Quality Management Standard documents - including ISO forms, Return Material Authorizations (RMA) and quality control action plans.
  • Capture of all supporting documentation for orders and portfolios within the ERP system (Epicor), including but not limited to freight invoices, inventory management documents and coordinate product receipt and release from location warehouse.
  • Work with Corporate Depts to ensure orders are processed for billing in a timely manner and drive the prompt collection of invoices.
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