Customer Account Coordinator

HEICO Corporation•Ballston Spa, NY

5d•$25 - $28•Onsite

About The Position

The Customer Account Coordinator (CAC) plays a critical role at the intersection of customer service, sales support, and cross-functional communication. This individual is the primary internal liaison between customers and departments including Production, R&D, Sales, and New Product Development. The CAC ensures seamless coordination and communication throughout the order lifecycle—from order entry to fulfillment—while acting as a proactive customer advocate. The ideal candidate will excel in customer communications, demonstrate strong attention to detail, be comfortable juggling priorities in a fast-paced environment, and contribute to both customer satisfaction and business growth.

Requirements

Associate degree (or equivalent experience); Bachelor’s degree preferred
Minimum 2 years’ experience in customer service, sales support, or order management
Proficient with Microsoft Office (Outlook, Excel, Word); ERP and CRM system experience strongly preferred (SAGE100, Salesforce, etc.)
Exceptional written and verbal communication skills
Strong attention to detail and organizational skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Conflict resolution and problem-solving capabilities
Professional demeanor, positive attitude, and strong customer service orientation

Responsibilities

Accurately enter and confirm customer orders received via email, phone, and portal—same day whenever possible.
Serve as a central point of contact for customers, providing timely updates, tracking information, and resolution of inquiries or issues.
Monitor and respond to emails and voicemails throughout the day; ensure all messages are acknowledged within 24 hours.
Coordinate internally with production, quality, shipping, and R&D teams to ensure accurate and timely order fulfillment.
Communicate changes or production delays proactively to customers and collaborate on solutions.
Support the sales team by managing customer-required documentation, coordinating sample requests, and ensuring timely response to client needs.
Review customer buying patterns and work with sales team to foster customer relationship; support customer retention and growth initiatives.
Set up and maintain customer accounts, including credit reference checks, CRM updates, and data integrity in ERP systems.
Process domestic and international shipping documentation accurately and in compliance with regulatory requirements.
Answer incoming calls and direct inquiries professionally and efficiently to the appropriate team member.
Build and maintain strong working relationships with purchasing contacts and key decision-makers.
Actively contribute to a culture of continuous improvement by suggesting process or communication enhancements.