Job Description
Customer Account Specialist
Position Summary
The Customer Account Specialist is responsible for managing and supporting customer accounts by processing purchase orders, maintaining accurate system information, coordinating shipments, and ensuring timely and effective communication with clients. This role serves as a key point of contact between customers and internal departments, ensuring accurate order management, timely deliveries, and overall customer satisfaction.
Key Responsibilities
Order & Account Management
Receive, process, verify, and update customer purchase orders.
Enter customer purchase orders into the ERP system and create/update Sales Orders accordingly.
Maintain accurate records of customer Purchase Orders (PO) and Change Orders (CO).
Customer Communication & Support
Handle incoming calls, emails, and customer or corporate inquiries, providing timely updates on order status.
Maintain strong customer relationships and follow up on changes, new POs, and forecasts.
Receive customer feedback and enter it into ATL’s QuickBase system; follow up as needed until closure.
Reporting & Documentation
Prepare summary and detailed reports of orders for customers and corporate stakeholders.
Keep ERP data up to date, including new customers, new products, product revisions, cost updates, and pricing updates.
Logistics & Coordination
Coordinate returned materials from customers, create RMAs in the system, and issue credit notes when applicable.
Confirm and monitor shipments from China.
Maintain continuous communication with planning regarding production plans and finished goods.
Coordinate monthly and weekly shipments with the warehouse.
Place intercompany purchase orders for commercial items.
Plan the trade of items, track deliveries from China, and ensure on‑time delivery.
Forecasting & Sales Support
Manage and maintain each customer's forecast.
Keep the continuous forecast updated.
Ensure monthly sales commitments are met.
Other Responsibilities
Maintain up‑to‑date supplier contracts and supplier contract pricing.
Perform other duties as assigned.
Job Qualifications
Bachelor’s degree in Business Administration or a related field.
Minimum of 3 years of experience in similar roles.Experience working with ERP systems.
Demonstrated ability to solve problems and make decisions independently.
Strong attention to detail and exceptional organizational skills.
Ability to work effectively both independently and in a team environment.
Positive, proactive attitude with strong customer service orientation.
Proficiency in Microsoft Office tools (Word, Excel, Outlook).