Customer Account Specialist

MCNAUGHTON MCKAY GROUP•Leesburg, GA

About The Position

The Customer Account Specialist is the primary internal contact for external customers and internal customers, including outside sales staff. The role ensures that appropriate products are selected, ordered, and delivered based on customers’ business needs. The specialist manages customer orders and communications, provides pricing and delivery information, and coordinates with suppliers and internal teams to support customer satisfaction and timely fulfillment. The position also provides product and technical support, handles customer non-conformances, monitors open orders and quotes, and supports large customer projects. The specialist identifies opportunities to recommend additional or alternative products, supports regional quality initiatives, follows safety policies and procedures, and attends training on vendor products and systems.

Requirements

High school diploma required.
Effective written and verbal communication skills.
Ability to organize, prioritize, and complete tasks on one's own initiative with minimal supervision.

Nice To Haves

Bachelor’s degree or a pattern of continuing education preferred; additional experience may be considered in lieu of a bachelor’s degree or pattern of pursuing a degree.
High degree of knowledge of electrical distribution operations and/or similar product knowledge.
Two or more years of experience in operations, counter sales, or the electrical distribution industry preferred.
Basic computer skills with Microsoft Office products preferred.
Thorough knowledge of the business system preferred.

Responsibilities

Manage customer orders, changes, and cancellations received by phone, fax, or other electronic communication.
Determine, negotiate, and communicate pricing, including margins, discounts, and shipping charges, as well as delivery terms, shipping instructions or restrictions, anticipated delays, and other requested information.
Receive, analyze, and process customer non-conformances and initiate immediate containment actions to satisfy the customer.
Use discretion and judgment when negotiating prices to maximize profit margin while meeting customer requirements.
Research and identify vendors or other sources for non-stock products needed to fill customer orders.
Negotiate pricing and delivery directly with suppliers and coordinate order placement with the purchasing team.
Oversee large-scale customer projects and orders, ensuring product availability and timely delivery according to project timelines and goals.
Respond to customer requests for product information, pricing, delivery, expediting, and tracking missing or delayed shipments.
Analyze system-generated reports to proactively track or expedite open orders and quotes.
Provide customers with product and technical support.
Act as the main point of contact between customers and internal departments to ensure customer satisfaction.
Identify opportunities to add on or upsell products that may benefit customers, and suggest alternatives when requested products are unavailable.
Work with operations, finance, materials management, and/or outside sales to support timely billing, adequate inventory levels, and accurate delivery.
Attend internal and external training on vendor products and systems.
Support the region’s quality initiatives.
Follow safety policies and procedures and complete provided training.