
Customer Service Account Specialist
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. 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. Skills: Call center customer service, Account management, Customer service Additional Skills & Qualifications: Effective written and verbal communication skills. Superior customer service alongside excellent judgment and decision making. Proven track record of ability to handle high call volume with excellent performance levels. Must be proficient in the Microsoft Office Suite with an emphasis on Word and Excel. Ability to prioritize and manage multiple projects with strong attention to detail. Strong team player and ability to interact professionally with internal and external customers. Education and Experience: 2-3 years of related experience Customer service and/or call center environment preferred High school diploma or GED required PriorityWest Experience Level: Entry Level Job Type & Location: This is a Contract to Hire position based out of Santa Ana, CA. Pay and Benefits: The pay range for this position is $24.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - 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) Workplace Type: This is a hybrid position in Santa Ana,CA. Application Deadline: This position is anticipated to close on Feb 28, 2026.
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. 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. Skills: Call center customer service, Account management, Customer service Additional Skills & Qualifications: Effective written and verbal communication skills. Superior customer service alongside excellent judgment and decision making. Proven track record of ability to handle high call volume with excellent performance levels. Must be proficient in the Microsoft Office Suite with an emphasis on Word and Excel. Ability to prioritize and manage multiple projects with strong attention to detail. Strong team player and ability to interact professionally with internal and external customers. Education and Experience: 2-3 years of related experience Customer service and/or call center environment preferred High school diploma or GED required PriorityWest Experience Level: Entry Level Job Type & Location: This is a Contract to Hire position based out of Santa Ana, CA. Pay and Benefits: The pay range for this position is $24.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - 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) Workplace Type: This is a hybrid position in Santa Ana,CA. Application Deadline: This position is anticipated to close on Feb 28, 2026.