Overview
Summary/Objective:
The Customer Account Specialist interacts and provides a high level of customer support to the Company’s customers and Sales Account Managers. This role maintains and services the customer account in all aspect from order receipt to initiating of shipments.
Responsibilities
Purchase order intake for business operations - PSL Indiana facilities
Process includes but not limited to part maintenance, monitoring/tracking orders & delivery
Liaison and support Product Development with Sample Order Production
Correspondence as needed with Customer and Sales Account Manager to ensure needs and expectation are understood and addressed, including scheduled conference calls to review customer sales demand.
Manages order intake from purchase order receipt to data entry of orders, tracking scheduling of orders thru production and final shipment to customer.
Provide order status updates to Customer as requested to offer most up to date information related to their account.
Monitors and manages customer decreed stocking (min/max) inventory programs.
Responsible for tracking/investigating aged inventory and provide supporting data.
Interacts closely with the following departments to ensure customer demands/satisfaction can/are being met –
Scheduling – track orders thru production completion to ensure confirmed delivery date will be met.
Material Planning – confirm all raw materials are available to meet production dates of customer demand.
Graphic Arts/Engraving Department – track progress for art / cylinders to ensure completion to meet scheduled production dates.
Customer Account Specialist is also responsible for managing cylinder billing for respective customers.
Product Engineering – supplies part information to P&E Group for part implementation into AX System.
Pricing Department – requests pricing for new products and provide job specification sheets for all SKU’s to assist the Pricing Department with providing accurate pricing for finalized parts.
Shipping Department – Releases product for shipping and follows thru billing process to ensure product quantities and pricing are correct. Noting if discrepancies are reported the Account Specialist is responsible for the review of the lengthy investigation process.
Accounting Department – provides support to the Accounting Department as it relates to aged receivables. Account Specialist acts as a liaison with the customer to help resolve any outstanding invoices.
Quality Assurance – works closely with QA to provide supporting data as it relates to customer complaints and replenishment and shipment of replacement product to meet customer demand.
Provides back-up support to other assigned accounts for Customer Account Specialist team.
Maintains and stores customer records in storage as directed by retention policy.
Performs related duties as assigned.
Qualifications Education and Experience
Associates Degree in Business is preferred with 2-3 years in a manufacturing environment
Physical Demands
Ability to stand for long periods
Able to move and lift to 10 lbs.
Able to reach and bend
Travel Required
Must be able to travel (less than 5% of your time)
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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The Customer Account Specialist interacts and provides a high level of customer support to the Company’s customers and Sales Account Managers. This role maintains and services the customer account in all aspect from order receipt to initiating of shipments.
Responsibilities
Purchase order intake for business operations - PSL Indiana facilities
Process includes but not limited to part maintenance, monitoring/tracking orders & delivery
Liaison and support Product Development with Sample Order Production
Correspondence as needed with Customer and Sales Account Manager to ensure needs and expectation are understood and addressed, including scheduled conference calls to review customer sales demand.
Manages order intake from purchase order receipt to data entry of orders, tracking scheduling of orders thru production and final shipment to customer.
Provide order status updates to Customer as requested to offer most up to date information related to their account.
Monitors and manages customer decreed stocking (min/max) inventory programs.
Responsible for tracking/investigating aged inventory and provide supporting data.
Interacts closely with the following departments to ensure customer demands/satisfaction can/are being met –
Scheduling – track orders thru production completion to ensure confirmed delivery date will be met.
Material Planning – confirm all raw materials are available to meet production dates of customer demand.
Graphic Arts/Engraving Department – track progress for art / cylinders to ensure completion to meet scheduled production dates.
Customer Account Specialist is also responsible for managing cylinder billing for respective customers.
Product Engineering – supplies part information to P&E Group for part implementation into AX System.
Pricing Department – requests pricing for new products and provide job specification sheets for all SKU’s to assist the Pricing Department with providing accurate pricing for finalized parts.
Shipping Department – Releases product for shipping and follows thru billing process to ensure product quantities and pricing are correct. Noting if discrepancies are reported the Account Specialist is responsible for the review of the lengthy investigation process.
Accounting Department – provides support to the Accounting Department as it relates to aged receivables. Account Specialist acts as a liaison with the customer to help resolve any outstanding invoices.
Quality Assurance – works closely with QA to provide supporting data as it relates to customer complaints and replenishment and shipment of replacement product to meet customer demand.
Provides back-up support to other assigned accounts for Customer Account Specialist team.
Maintains and stores customer records in storage as directed by retention policy.
Performs related duties as assigned.
Qualifications Education and Experience
Associates Degree in Business is preferred with 2-3 years in a manufacturing environment
Physical Demands
Ability to stand for long periods
Able to move and lift to 10 lbs.
Able to reach and bend
Travel Required
Must be able to travel (less than 5% of your time)
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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