Customer Service Account Specialist
About The Position
Summary: The Customer Service Account Specialist acts as an extension of sales and is responsible for managing customer accounts, processing orders, and providing all necessary information to customers. Duties and Responsibilities: • Receive and accurately process all orders via phone, fax, website, email, and EDI from customers in a fast-paced environment. • Provide knowledgeable answers to questions regarding product, product availability, and pricing. • Reconcile Dealer/National Accounts by auditing transaction records including freight claims, proof of delivery, and processing credit and/or debits when necessary. • Settle customer invoice discrepancies and ensure accounts are up to date. • Implement pricing and discounts to various transactions submitted or requested by Sales. • Process transactions involving government entities. • Work closely with Sales and Credit departments to ensure proper implementation of programs. • Process, review, and release Delivery Receipts, up to 200+ transactions daily. • Process “end user” billing. • Provide customer online support for orders, invoices, credit card payments, and other account information. • Contact customers and release backorders in a timely manner, in accordance with the customer’s request and corporate policies. • Handle customer complaints in a proper manner in coordination with related departments. • Partner with Supply Chain team to obtain freight quotes, order status, and assistance for inbound inventory. • Generate customized daily/weekly reports for customers using Access and Excel. • Support the department in ensuring proper coverage for customers at all times.
Requirements
- 2-3 years of related experience
- Customer service and/or call center environment preferred
Responsibilities
- Receive and accurately process all orders via phone, fax, website, email, and EDI from customers in a fast-paced environment.
- Provide knowledgeable answers to questions regarding product, product availability, and pricing.
- Reconcile Dealer/National Accounts by auditing transaction records including freight claims, proof of delivery, and processing credit and/or debits when necessary.
- Settle customer invoice discrepancies and ensure accounts are up to date.
- Implement pricing and discounts to various transactions submitted or requested by Sales.
- Process transactions involving government entities.
- Work closely with Sales and Credit departments to ensure proper implementation of programs.
- Process, review, and release Delivery Receipts, up to 200+ transactions daily.
- Process “end user” billing.
- Provide customer online support for orders, invoices, credit card payments, and other account information.
- Contact customers and release backorders in a timely manner, in accordance with the customer’s request and corporate policies.
- Handle customer complaints in a proper manner in coordination with related departments.
- Partner with Supply Chain team to obtain freight quotes, order status, and assistance for inbound inventory.
- Generate customized daily/weekly reports for customers using Access and Excel.
- Support the department in ensuring proper coverage for customers at all times.
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)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
