The Customer Account Representative will be the point of contact for his/her assigned outside Sales Representatives and corresponding customer portfolio. Primary responsibilities include:
Process the customers' purchase orders and all related requests according to policy and procedure
o Ensures that all transactions meet acceptable profit requirements and shipment deadlines and audits orders for accuracy prior to releasing
o Provides proper documentation and certifications related to the transactions
o Maintains all customer specific information within the operating system
Monitors order progression across multiple departments
o Utilizes company systems and reports to accurately monitor progression of orders through the system
o Release orders in advance to reduce cost and prevent error.
o Follows set guidelines in submitting accurate and complete requests or paperwork to other departments by appropriate deadlines
o Submits sales orders for timely invoicing
o Have basic knowledge of all other departments' duties to properly field customer inquiries and satisfy requests.
Works in conjunction with the Sales Representative to maintain customer pricing quotes so that customers are invoiced correctly at time of shipment to avoid post billing Sales Order Adjustments
Effectively communicates order status to customers, including but not limited to backorder information, blanket order status, and future order confirmations
Process Return Goods Authorizations, Corrective Action Requests and Sales Order Adjustments as needed
Assists in all proactive duties aimed at executing soft sales, managing targets and maintaining current accounts.
o Completes tasks based on priority level
Contributes to the group's success by assisting with coverage during absences or offering assistance to others during slow workload periods.
Actively problem solves by seeking better alternatives for performing assigned tasks by making rational assessments of options and reaching logical and accurate conclusions from available information
Stays up-to-date on developments related to the company, profession, resources, and technology