NAC - Customer Care Resources Coordinator

Baker Commodities•Vernon, CA

73d•Onsite

About The Position

The primary responsibility of this position is to manage and support National Account activities, including customer requests, order processing, documentation, billing support, and ongoing customer service. This role serves as a key point of coordination among customers, brokers, subcontractors, and internal Baker teams to ensure information is accurate, complete, and communicated in a timely manner. The position is responsible for completing daily, weekly, monthly, and quarterly activities while maintaining accurate data, organized records, and up-to-date account information. The role also provides support to the accounting team through routine data entry, invoicing, accounts receivable activities, reconciliations, and other accounting functions as needed.

Requirements

Minimum of two years of post-secondary education beyond a high school diploma or two years of relevant work experience.
Ability to understand and follow oral and written instructions and complete assigned tasks accurately and efficiently.
Strong problem-solving and analytical skills, with the ability to identify issues and determine appropriate solutions.
Ability to manage multiple tasks and priorities while working effectively and collaboratively with others.
Strong data-entry skills with a high degree of accuracy and attention to detail.
Excellent organizational and time-management skills.
Proficiency in Microsoft Word, Excel, and Outlook, or comparable email and office software applications.
Ability to maintain confidentiality and handle customer, financial, and company information professionally.

Responsibilities

Respond to customer requests by phone and email and manage related activities through Salesforce.
Follow up on customer requests, work orders, and other account activities through completion.
Enter, process, and maintain accurate work order and customer information in company systems.
Manage and maintain customer account information in Salesforce and other internal systems.
Process customer work orders, including entry, acceptance, follow-up, documentation, and billing.
Maintain accurate records of financial transactions and related customer account activity.
Review invoices and supporting documentation for completeness, accuracy, and proper documentation prior to entry or submission.
Assist with the preparation, organization, and maintenance of documentation required for billing and audit support.
Maintain organized electronic and physical records of transactions, invoices, work orders, and customer accounts.
Support accounts receivable activities, including invoice tracking, research, and follow-up on outstanding items.
Assist with reconciliation activities and research and resolve discrepancies as identified.
Assist with cash receipt application in the ERP system.
Prepare and process manual invoices, credit memos, and debit memos as needed.
Upload invoices and required supporting documentation to third-party platforms and customer portals.
Generate basic reports and assist with data validation and accuracy reviews.
Communicate with internal departments, customers, brokers, and subcontractors to obtain missing information and resolve discrepancies.
Provide general administrative, customer service, and accounting support as needed.
Maintain a high level of attention to detail and accuracy in all work performed.
Conduct all interactions with customers, vendors, subcontractors, and coworkers in a professional and ethical manner.
Follow established department and company policies, procedures, and internal controls.
Keep up regular attendance and punctuality; regular attendance and punctuality are essential for the smooth operation of this company.
Perform other duties and responsibilities as assigned.