Job Description

The Customer Account Representative will be the point of contact for his/her assigned outside Sales Representatives and corresponding customer portfolio. Primary responsibilities include:
 Process the customers' purchase orders and all related requests according to policy and procedure
o Ensures that all transactions meet acceptable profit requirements and shipment deadlines and audits orders for accuracy prior to releasing
o Provides proper documentation and certifications related to the transactions
o Maintains all customer specific information within the operating system
 Monitors order progression across multiple departments
o Utilizes company systems and reports to accurately monitor progression of orders through the system
o Release orders in advance to reduce cost and prevent error.
o Follows set guidelines in submitting accurate and complete requests or paperwork to other departments by appropriate deadlines
o Submits sales orders for timely invoicing
o Have basic knowledge of all other departments' duties to properly field customer inquiries and satisfy requests.
 Works in conjunction with the Sales Representative to maintain customer pricing quotes so that customers are invoiced correctly at time of shipment to avoid post billing Sales Order Adjustments
 Effectively communicates order status to customers, including but not limited to backorder information, blanket order status, and future order confirmations
 Process Return Goods Authorizations, Corrective Action Requests and Sales Order Adjustments as needed
 Assists in all proactive duties aimed at executing soft sales, managing targets and maintaining current accounts.
o Completes tasks based on priority level
 Contributes to the group's success by assisting with coverage during absences or offering assistance to others during slow workload periods.
 Actively problem solves by seeking better alternatives for performing assigned tasks by making rational assessments of options and reaching logical and accurate conclusions from available information
 Stays up-to-date on developments related to the company, profession, resources, and technology

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