Customer Accounts Coordinator

Mouser•Mansfield, TX

13d

About The Position

The Customer Accounts Coordinator oversees the daily workflow and projects of the Customer Accounts team and serves as a subject matter expert for team functions. The role schedules and maintains the workflow of Customer Account Representatives, covers staff absences, coaches and trains staff and new hires, and fosters a learning environment through mentoring. The coordinator provides company credit services through telephone, internet, email, U.S. mail, and fax. Responsibilities include monitoring credit processes, approving order releases and new account setups, conducting credit investigations, reviewing reports and collection contacts, resolving customer account issues and invoice discrepancies, processing and approving service orders, and preparing recommendations for large-dollar credit limits. The role also provides timely credit information to internal and external customers and monitors reports to anticipate customer needs and identify account opportunities. The position requires sound judgment, independent decision-making, confidentiality, adaptability, and effective communication with customers and colleagues at all levels. The coordinator works with minimal supervision and assists management with results-oriented processes and project management.

Requirements

Internal candidates must have at least 1 year as a highly performing Mouser employee.
External candidates must have at least 2 years of prior work experience relevant to the team they will lead.
At least 6 years of experience in the team's critical job functions; experience may combine internal and external experience.
Experienced and highly qualified in all credit functions.
Ability to make correct decisions by reviewing factual account information and preset guidelines.
Strong analytical, problem-solving, and negotiation skills, including with customers' upper-management contacts.
Ability to interpret spreadsheets and printed reports to determine workflow and course of action with management.
Knowledge of Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook.
Ability to type data and use a PC for long periods.
Strong verbal and interpersonal communication skills for communicating with internal and external customers across all company levels.
Trustworthy and able to handle highly confidential information.
Behavioral, Excel, and numerical calculation skill evaluation scores of 80%.

Responsibilities

Coach, train, and develop staff and new hires, providing detailed guidance in a positive environment.
Schedule and maintain the workflow of Customer Account Representatives and cover for staff when they are out of the office.
Provide company credit services by telephone, internet, email, U.S. mail, and fax, while maintaining a high volume of productive customer contacts.
Monitor and approve order releases, new account setups, credit investigations, daily reports, and collection contacts, ensuring credit processes are completed correctly and meet customer requirements.
Provide credit information to internal and external customers within specified deadlines.
Communicate with customers to resolve account issues, pending orders, and invoice discrepancies.
Process and approve Service Orders to resolve customer requests and prepare recommendations for large-dollar credit limits.
Monitor daily reports to plan for customer needs, make suggestions, and pursue customer account possibilities.
Define problems, collect data, establish facts, and draw valid conclusions.
Analyze the impact of decisions before execution and apply company policies, procedures, and systems.
Maintain a positive, professional work environment and foster effective relationships with business contacts across cultures and organizational levels.
Oversee daily team workflow and projects, serve as the team's subject matter expert, and mentor team members.
Assist management with developing results-oriented processes and project management.
Train others in tracing and business-to-business collections.
Maintain regular attendance and adapt to changing business needs, including taking on new responsibilities and assignments.