Client Management Specialist

Stephen Gould Corporation•New York, NY

2d•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. You will ensure that client portfolios and sales teams align to and emulate the company’s policies, procedures, and behavioral expectations. We lead with quality and heart in every interaction. You will communicate with sales agents, project managers, branch and corporate partners, clients, warehouse personnel and suppliers.

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
Proficiency in 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

Assist with managing client product and business portfolios
Administer client activity relating to composing client and supplier correspondence
Process orders
Maintain distribution spreadsheets
Track projects
Conduct research
Manage budgets
Work closely with clients, suppliers, and internal teams to best meet client needs
Follow and manage an order from inception to payment
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 all supporting documentation for orders and portfolios within the ERP system (Epicor), including but not limited to freight invoices, inventory management documents
Coordinate product receipt and release from location warehouse
Work with Corporate Depts to ensure orders are processed for billing in a timely manner
Drive the prompt collection of invoices
Work directly with clients and sales teams within the Sales Department
Coordinate closely with various departments within the corporate office