Customer Account Specialist (Billing & Inventory Support)
About The Position
The Customer Account Specialist (Billing & Inventory Support) supports business customers and internal sales teams by managing ERP order entry, billing, and credit coordination, customer inventory programs, and day-to-day account support within a fast-paced distribution environment. This role serves as a key operational contact for assigned accounts, ensuring accurate order processing, margin awareness, timely delivery, backorder management, and proactive problem resolution. The position works cross-functionally with sales, purchasing, warehouse, and accounting teams to support quoting, pricing updates, and customer satisfaction. This is a business-to-business operational support role focused on order execution, account management, and sales support — not a retail customer service position.
Requirements
- Strong and effective communication and customer service skills
- Ability to listen to and anticipate customers’ needs.
- In-depth knowledge of products sold.
- Ability to always exhibit patience and professionalism.
- Excellent organizational skills and detail-oriented
- Ability to work independently with limited daily supervision and to work effectively in a team environment.
- Hardworking and extremely reliable
- Ability to build professional relationships with customers, vendors, and employees.
- Willingness to learn.
- Proficient in navigating the internet and with various software and hardware.
- High School Diploma, GED, or equivalent evidence of similar skills
Nice To Haves
- Prior customer service experience
Responsibilities
- Answer customer telephone calls and monitor email, faxes, and voicemail for customer orders.
- Enter customer orders into the computer (while on the phone) and confirm with the customer.
- Monitor profit margins on customer orders and contact customers for a possible increase if the order falls below the gross profit minimum.
- Advise customers of price increases.
- Follow up on the status of back-ordered items and propose alternatives to customers for items that are on backorder.
- Review open order reports weekly.
- Issue merchandise pick-up paperwork to issue credit memos.
- Check truck manifests daily.
- Verify receipt of signed delivery copy for all deliveries
- Prepare customer quotes and price lists for Sales Representatives
- Enter price increases and decreases in the system as needed.
- Advise customers of ETA on orders out for delivery
- Request and send samples to customers.
- Visit customers with Sales Representatives and assist them with obtaining new business as requested.
- Assist in the resolution of billing issues and contact suppliers to trace a purchase order if the purchasing agent is not available.
- Perform other duties as assigned.
Benefits
- Competitive Pay
- 401(k) with Company Match
- Profit Sharing
- Teamwork Bonuses
- Competitive Paid Time Off
- Paid Parental Leave
- Company Paid Holidays
- Extensive Wellness Program with Premium Discounts
- Medical, Dental, Vision, Short & Long – Term Disability, Teladoc, FSAs, Basic & Voluntary Life Insurance, Employee Assistance Program (EAP), and much more beginning on the first day of the month following your date of hire!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1-10 employees
