Customer Account Specialist

MCNAUGHTON-MCKAY ELECTRIC CO•Gastonia, NC

12d•Onsite

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 the appropriate products are selected, ordered, and delivered to customers according to their business needs. It handles customer orders and inquiries, pricing and delivery coordination, product support, and communication between customers and internal departments. The position also supports regional quality initiatives and follows company safety policies and procedures.

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 preferred.
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; 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, negotiate pricing and delivery with suppliers, and coordinate order placement with the purchasing team.
Oversee large customer projects and orders to ensure product availability and timely delivery in line with 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.
Serve as the main point of contact between customers and internal departments to ensure customer satisfaction.
Identify opportunities to add on or upsell beneficial products and suggest alternatives when requested products are unavailable.
Work with operations, finance, materials management, and outside sales to support timely billing, adequate inventory levels, and accurate delivery.
Attend internal and external training on vendor industry products and systems.
Support regional quality initiatives.
Follow safety policies and procedures and complete provided training.