Account Specialist

TEKsystems • Santa Ana, CA

7d • Hybrid

About The Position

The Customer Service Account Specialist serves as a key extension of the Sales team, responsible for managing customer accounts, processing high-volume orders, and delivering exceptional service. This role requires strong attention to detail, multitasking ability, and a customer-first mindset in a fast-paced environment.

Requirements

• Strong customer service and call center experience within a high-volume environment
• Excellent verbal and written communication skills
• Proven ability to multitask, prioritize, and manage competing deadlines
• High attention to detail with strong problem-solving and decision-making skills
• Proficiency in Microsoft Office (Excel and Word required)
• Team-oriented with the ability to collaborate cross-functionally
• High school diploma or GED required

Nice To Haves

• 2–3 years of customer service or account management experience preferred
• Experience in a call center or high-volume customer-facing environment is highly desirable

Responsibilities

• Process and manage customer orders received via phone, email, website, fax, and EDI with a high degree of accuracy
• Respond to customer inquiries regarding product details, pricing, availability, and order status
• Reconcile dealer and national accounts by auditing transactions, freight claims, and proof of delivery; process credits/debits as needed
• Resolve invoice discrepancies and ensure accounts remain current and accurate
• Apply pricing programs and discounts in coordination with Sales
• Support transactions involving government entities and end-user billing
• Review and release 200+ delivery receipts daily while maintaining accuracy and compliance
• Provide online customer support for orders, invoicing, and payment inquiries
• Proactively follow up with customers on backorders and coordinate timely release
• Address and resolve customer complaints in partnership with internal departments
• Collaborate with Supply Chain on freight quotes, order status, and inventory updates
• Generate customized reports using Excel and Access to support customer needs and business insights
• Ensure consistent account coverage and support team operations as needed

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED