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Customer Account & Order Management Specialist

Ultimate Staffing, Eagan, MN, United States


This role provides essential support to both sales and accounting functions, ensuring accurate customer account setup, order processing, timely invoicing, and efficient portal management. You'll also assist with accounts receivable collections and provide backup for B2B customer service and administrative tasks.

This position works closely with cross-functional teams and serves as the first point of contact at the front desk.

Key Responsibilities

Set up and maintain customer accounts in the ERP system with accuracy and completeness.

Generate and upload daily invoices to customer portals; manage multiple vendor-facing portals for invoicing and purchase orders.

Assist with B2B customer service, collections, and provide support for purchasing and accounts payable as needed.

Perform sales order entry and order tracking via phone, email, and fax.

Apply advanced payments and credit holds when appropriate.

Maintain organized filing of sales orders and related documentation.

Handle receptionist duties, including answering phones (minimal foot traffic ensures limited distractions).

Qualifications

Minimum 2 years of experience entering sales orders and accounting documents into an ERP system and resolving discrepancies.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Prior experience in sales support highly desired; experience with MRP/ERP systems preferred (Made-to-Manage experience is a plus).

Strong verbal and written communication skills.

Ability to multitask, meet deadlines, and maintain exceptional attention to detail.

Professional demeanor and proven team player with a customer-focused mindset.

Additional Information

Pay Range:

$24-$29/hour

Schedule:

Monday-Friday, 8:00 AM-4:30 PM

Location:

100% in-office (Eagan, MN)

Employment Type:

Direct Hire

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

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