Client Management Specialist

Stephen Gould Corporation • Whitestown, IN

4d • Hybrid

About The Position

The Client Management Specialist assists with managing client product and business portfolios and administers client activity, including composing client and supplier correspondence, processing orders, maintaining distribution spreadsheets, tracking projects, conducting research, and managing budgets. The role works closely with clients, suppliers, sales teams, and internal departments to meet client needs. The specialist is primarily responsible for managing orders from inception through payment, with communication, attention to detail, accountability, positivity, and time management identified as important to success.

The position works directly with clients and sales teams within the Sales Department and coordinates closely with departments in the corporate office. It reports to the branch Office Manager, with a dotted reporting line to the Sales Manager. The role offers a hybrid working model.

Requirements

• Associate degree in Business or a related discipline and at least 2 years of experience.
• High proficiency in Microsoft Word, Excel, and Outlook, as well as virtual communication and collaboration tools.

Nice To Haves

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

Responsibilities

• Ensure client portfolios and sales teams align with company 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 response to client product requests.
• Receive, process, and place client orders, including scheduling shipments by land, air, or sea.
• Own and process Quality Management Standard documents, including ISO forms, Return Material Authorizations (RMA), and quality control action plans.
• Capture order and portfolio supporting 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 drive timely invoice collection.
• Administer client activity, including correspondence, order processing, distribution spreadsheets, project tracking, research, and budget management.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree