Customer Service Representative / Account Manager

Trak GroupCincinnati, OH
Onsite

About The Position

Join trak group in partnering with a growing client in Cincinnati, Ohio that’s expanding its Shared Services team. We are seeking an Customer Service Representative / Account Manager to support customers throughout the sales process while partnering closely with Outside Sales Representatives. This role combines customer service, account management, order support, quoting, and business development in a manufacturing environment. The ideal candidate is highly organized, responsive, and comfortable building customer relationships while identifying opportunities to grow existing accounts and develop new business.

Requirements

  • At least 1 year of sales experience, preferably within a manufacturing or industrial environment.
  • Strong customer service and relationship-building skills.
  • Ability to identify sales opportunities and support account growth.
  • Proficiency with Microsoft Excel and Word.
  • Strong organizational skills and consistent follow-through.
  • Ability to solve customer problems professionally and efficiently.
  • Strong communication skills and comfort interacting with customers by phone.
  • Self-motivated with a strong work ethic and a “make it happen” attitude.

Nice To Haves

  • Associate degree preferred.
  • Previous inside sales, account management, or customer service experience within manufacturing or industrial products.
  • Experience supporting Outside Sales Representatives.
  • Experience with quoting, order entry, forecasting, and collections.
  • AS400 experience is a plus.

Responsibilities

  • Serve as a primary point of contact for customers by phone and email regarding products, services, orders, and customer concerns.
  • Prepare accurate customer quotations and provide detailed follow-up on outstanding quotes.
  • Enter customer orders accurately and verify pricing, charges, and order details.
  • Provide customers with ongoing order updates and resolve questions or issues throughout the sales process.
  • Partner closely with Outside Sales Representatives by providing quote updates, backorder reports, collection information, and account updates.
  • Identify opportunities to upsell, cross-sell, and generate organic growth within existing accounts.
  • Develop new customer leads and maintain accurate customer information within the database.
  • Maintain monthly forecasts by product line.
  • Monitor 60-day collection reports and assist with collection of past-due balances when needed.
  • Respond to customer complaints and help identify appropriate solutions.
  • Work with Sales leadership to identify process improvements that increase sales team efficiency and customer satisfaction.
  • Prepare sales and customer reports as needed.
  • Provide consistent follow-up with both internal and external customers.
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