Our client, an established manufacturer in Camarillo, CA is looking to add a dynamic
Customer Account Specialist
to their team! This person serves as an experienced liaison between the company and its customers, ensuring exceptional service and long-term satisfaction. This role combines advanced customer service expertise with strategic account management, requiring strong communication, analytical thinking, and problem-solving skills. The Client Account Specialist partners closely with Sales, Planning, Operations, and customer support teams to proactively manage customer needs, resolve complex issues, and identify opportunities to enhance customer value.
Responsibilities
Anticipate client needs and provide tailored solutions that align with business goals.
Analyze and troubleshoot client challenges, identifying root causes and recommending sustainable solutions using critical thinking.
Serve as a primary point of contact for assigned customer accounts, developing trusted relationships.
Manage escalated client inquiries, ensuring timely resolution of complex issues.
Coordinate with internal teams to deliver seamless client experiences.
Monitor account activity to ensure compliance and enter data accurately into D365 ERP system and properly follow established SOPs.
Process and confirm purchase orders into D365.
Qualifications
Bachelor’s degree in Business, Communications, or related field required.
3+ years of experience in customer service, account management, or client-facing roles.
Strong critical thinking and problem-solving skills with a proactive mindset.
Excellent communication skills, both verbal and written, with experience in translating technical concepts into clear customer language.
Proficiency with Microsoft Dynamics 365 Finance and Operation or equivalent ERP systems.
Meticulous attention to detail required.
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Customer Account Specialist
to their team! This person serves as an experienced liaison between the company and its customers, ensuring exceptional service and long-term satisfaction. This role combines advanced customer service expertise with strategic account management, requiring strong communication, analytical thinking, and problem-solving skills. The Client Account Specialist partners closely with Sales, Planning, Operations, and customer support teams to proactively manage customer needs, resolve complex issues, and identify opportunities to enhance customer value.
Responsibilities
Anticipate client needs and provide tailored solutions that align with business goals.
Analyze and troubleshoot client challenges, identifying root causes and recommending sustainable solutions using critical thinking.
Serve as a primary point of contact for assigned customer accounts, developing trusted relationships.
Manage escalated client inquiries, ensuring timely resolution of complex issues.
Coordinate with internal teams to deliver seamless client experiences.
Monitor account activity to ensure compliance and enter data accurately into D365 ERP system and properly follow established SOPs.
Process and confirm purchase orders into D365.
Qualifications
Bachelor’s degree in Business, Communications, or related field required.
3+ years of experience in customer service, account management, or client-facing roles.
Strong critical thinking and problem-solving skills with a proactive mindset.
Excellent communication skills, both verbal and written, with experience in translating technical concepts into clear customer language.
Proficiency with Microsoft Dynamics 365 Finance and Operation or equivalent ERP systems.
Meticulous attention to detail required.
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