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Client Management Specialist

Stephen Gould, Duluth, GA, United States


Client Management Specialist As a Client Management Specialist, you will assist with managing client product and business portfolios. This position encompasses the administration of client activity relating to composing client and supplier correspondence, processing orders, maintaining distribution spreadsheets, project tracking, research and managing budgets. The role works closely with clients, suppliers, and internal teams to best meet client needs.

If you like building innovative product solutions and feel a sense of responsibility for providing outstanding service to a client, this role is a great fit! The Client Management Specialist is the primary person responsible for following and managing an order from inception to payment. Communication, detail orientation, accountability, positivity, and time management are key to success.

Key Responsibilities

You will ensure that client portfolios and sales teams align to and emulate the company’s policies, procedures, and behavioral expectations. We lead with quality and heart in every interaction.

You will communicate with sales agents, project managers, branch and corporate partners, clients, warehouse personnel and suppliers.

You will assist with initiating quotes in support of client product requests.

You will receive, process and place client orders including scheduling shipment of goods via land, air, and/or sea.

You will own and process Quality Management Standard documents – including ISO forms, Return Material Authorizations (RMA) and quality control action plans.

Within the ERP system (Epicor) you will capture all supporting documentation for orders and portfolios, including but not limited to freight invoices, inventory management documents and coordinate product receipt and release from location warehouse.

You will work with Corporate Departments to ensure orders are processed for billing in a timely manner and drive the prompt collection of invoices.

This role is responsible for working directly with clients and sales teams within the Sales Department, and closely coordinate with various departments within the corporate office. You will have a dotted reporting line into the Sales Manager and report to the branch Office Manager.

Role Requirements

Associate degree in Business or related discipline + 2 years of experience required.

Bachelor’s degree in business or related discipline highly preferred.

High proficiency in Microsoft Word, Excel, Outlook and virtual communication and collaboration tools – such as Microsoft Teams, Webex and Zoom highly preferred.

ERP (Enterprise Resource Planning) system knowledge for core supply chain, manufacturing, services, financial and other processes of an organization highly preferred.

Ideally experience in a corporate sales and service environment is preferred.

This role offers the opportunity to work a hybrid working model.

THIS POSITION DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THE EMPLOYEE(S) INCUMBENT IN THIS POSITION. EMPLOYEES WILL BE REQUIRED TO FOLLOW ANY JOB-RELATED INSTRUCTIONS AND TO PERFORM ANY OTHER JOB-RELATED DUTIES REQUESTED BY ANY PERSON AUTHORIZED TO GIVE INSTRUCTIONS OR ASSIGNMENTS.

EEOC: Stephen Gould is an equal opportunity employer.

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