Customer Account Specialist
About The Position
As a Customer Account Specialist, you will coordinate and track all customer related projects, including creation and review of customer accounts, management of initiatives once production PO received, tracking production and shipment of finished goods, ensure shipped orders have been invoiced, as well as daily account management. CAS will assist with Capsum problem solving from shipping, purchasing, production, accounting, and working as needed on system testing. You will conduct quality assurance surveys to determine customer satisfaction and use the findings for improvements.
Requirements
- Excellent oral and written communication skills and ability to appropriately communicate information to cross functional stakeholders and external agencies.
- Team player with the ability to work across multiple functions, cultures, and disciplines.
- Positive and constructive attitude
- Be accountable displaying high levels of integrity.
- Able to work collaboratively with other departments and personnel to achieve goals.
Responsibilities
- Provides ancillary support as necessary for all customer initiatives; and maintaining visibility to actions, follow ups, changes, and expectations.
- Support the Supply Chain and Customer Service Manager
- Setup of new customers in system and setup of new BOM’s for customer products as needed.
- Responsible for creating and maintaining all Purchase Orders for Customer owned inventory.
- Serves as relationship owner for designated customers to manage expectations, challenges, and issues with understanding and urgency. Escalates customer issues as appropriate within the organization. Negotiates business details with customers when necessary; and communicates those expectations and negotiations within the company.
- Liaison between the customer and production team regarding problematic orders and communicates reconciliation in an efficient and specific manner. Balance customer needs with plant needs and provides appropriate resolution.
- Validate customer orders are in correct MOQ, batch sizes, lead times, and correct pricing. Communication to customer of any required revisions
- Participate in meetings with planning and production to communicate changes, priorities, and issues to ensure meeting customer demands.
- Manages the communication of aged inventory with the customer, including appropriate billing of monthly aged pallet fees to the customer. Will work with purchasing on analysis and reconciliation of aged inventory.
- Coordinates and compiles all miscellaneous and one-off billings for customers, providing appropriate supporting documentation and quotes on a timely basis.
- Provides internal financial documentation to accounting department regarding billable units.
- Supports internal departments by providing information and follow ups on customer issues. Will work closely with purchasing on any material supply concerns.
- Responsible for running monthly, weekly, and daily reports to track on-time production and shipping, review customer capacities, as well as data for monthly KPI’s.
- Responsible for running weekly and monthly reports for Customers such as Open Order Reports, Open PO Report, Monthly Inventory, Consumption Reports, etc.
- Work with scheduling and production to ensure customer and site capacity to meet customer demands in efficient manner.
- Follows up with quality and shipping teams to ensure on time shipments to meet customer needs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
