Customer Success Account Coordinator

Echo Global Logistics•Somerset, NJ

About The Position

Roadtex Transportation, acquired by Echo Global Logistics in 2022, specializes in nationwide less-than-truckload transportation of time- and temperature-sensitive products. Its network includes 32 temperature-controlled facilities, tracking capabilities, specialized equipment, and warehousing. The acquisition expanded Roadtex’s transportation management solutions and gave Echo a national warehouse footprint and temperature-controlled transportation capabilities. The Customer Success Account Coordinator manages daily operations for transactional clients. The role supports accounts by collaborating with internal and external partners to meet customer expectations, handling day-to-day requests, entering data, collecting documents, verifying pickups and deliveries, resolving issues, following department standard operating procedures, and maintaining account profiles. The position also involves supporting a book of accounts, assisting with accounts receivable and payable issues, communicating proactively with the team, and learning Roadtex/Echo technology. The position operates in an office environment with an open seating floor plan. Work involves using a computer, telephone, and other office equipment, with frequent interruptions. The employee is regularly required to sit, talk, or hear.

Requirements

High school diploma required.
At least 1 year of experience in customer service or logistics.
Demonstrated ability to handle multiple tasks and solve problems involving difficult customer issues.
Intermediate skills with Microsoft Office, Outlook, Word, and Excel.
Ability to follow standard operating procedures with little to no oversight.
Clear, concise written and verbal communication skills for assisting external and internal customers.
Ability to collaborate with others in a fast-paced team environment.

Nice To Haves

Two-year community college or vocational degree is highly preferred.

Responsibilities

Directly support a book of transactional accounts and execute tasks that contribute to their operational success.
Prioritize standard daily duties and ad hoc requests while providing operational support for accounts.
Enter pickup and delivery requests for client shipments.
Assist with resolving accounts receivable and accounts payable issues.
Work with Account Executives and Senior Account Executives to provide customer service to clients.
Proactively communicate issues to the team.
Manage relationships within accounts.
Learn and use Roadtex/Echo technology to work efficiently.
Collect documents, verify timely pickups and deliveries, resolve issues, follow department standard operating procedures, and manage account profiles.