Customer Reports Specialist

ABC Supply Co. Inc.•Beloit, WI
•Onsite

About The Position

The Customer Reports Specialist supports Strategic Business Services leadership, National Accounts programs, and ABC Supply branches by administering incentive programs, analyzing data, reporting, supporting forecasting, and developing presentations for ABC Supply and ABC Supply Interiors. The role helps ensure reporting data are accurate, well documented, and clearly communicated while providing reliable insights and responsive support as business needs evolve. This is an on-site position requiring in-office attendance at the Beloit, Wisconsin location five days per week. The position supports complex, relationship-based National Accounts work in a collaborative office environment. The successful associate must be comfortable balancing urgent and recurring priorities, adapting to change, and maintaining accuracy and professionalism.

Requirements

  • Demonstrated ability to learn internal systems, reporting tools, customer structures, and program requirements quickly.
  • Advanced Microsoft Excel skills, including formulas, lookups, PivotTables, data validation, reconciliation, and large or complex data sets.
  • Strong PowerPoint and Microsoft 365 skills, including the ability to create polished, leadership-ready materials and collaborate effectively.
  • Exceptional attention to detail when reviewing data, formulas, program terms, dates, documentation, and final work products.
  • Strong analytical and problem-solving skills, including investigating discrepancies, interpreting incomplete information, identifying patterns, and recommending practical solutions.
  • Professional communication skills and the ability to explain complex information clearly to leadership, branches, and cross-functional partners.
  • Adaptability and sound judgment when priorities, processes, or requirements are evolving or not clearly defined.
  • Strong organization and follow-through, with the ability to manage multiple programs, deadlines, requests, and recurring deliverables.
  • Initiative and ownership, including anticipating needs, asking appropriate questions, escalating risks, and following work through to completion.
  • Collaborative, service-oriented approach, with willingness to support team needs and respond promptly and professionally.
  • Confidentiality and sound judgment, particularly when handling customer information.

Responsibilities

  • Audit, clean, and maintain incentive program data, master files, logs, effective dates, and supporting documentation to ensure accuracy and audit readiness.
  • Interpret incentive program requirements, identify missing or unclear information, validate calculations, and partner with leadership to resolve questions.
  • Prepare and submit accurate supporting data for incentive payments.
  • Develop and distribute scheduled and ad hoc reports, respond to complex data requests, and provide timely analysis.
  • Compile data and identify trends, variances, and other insights that support forecasting and business decisions.
  • Create clear, professional PowerPoint presentations using performance, customer usage, pricing, and other business data.
  • Serve as a responsive resource for Strategic Business Services leadership, branches, and internal departments.
  • Verify source data and formulas, reconcile inconsistencies, review work before distribution, and meet established deadlines.
  • Identify risks, gaps, and opportunities to improve program tracking, data accuracy, reporting, documentation, and communication.
  • Provide backup support as assigned and assist with evolving National Accounts priorities and special projects across customer segments.

Benefits

  • Health, dental, and vision coverage, eligible after 60 days, with low out-of-pocket costs.
  • 401(k) with generous company match, eligible after 60 days and immediately vested.
  • Employer-paid employee assistance program.
  • Employer-paid short-term and long-term disability.
  • Employer-paid life insurance.
  • Flexible spending.
  • Paid vacation.
  • Paid sick days.
  • Paid holidays.
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