Account Coordinator
Occupations:
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales Representatives, Wholesale and Manufacturing, Except Technical and Scientific ProductsCustomer Service RepresentativesSales and Related Workers, All OtherSales Representatives, Wholesale and Manufacturing, Technical and Scientific ProductsIndustries:
Activities Related to Credit IntermediationDepository Credit IntermediationBusiness Support ServicesChild Care ServicesEmployment ServicesAccount CoordinatorThe Account Coordinator is responsible for order processing and all aspects of elite customer service with a focus on profitability and enhancement of relationships. CSS's provide support for the Customer Relations Managers (CRM's) and Sales team when needed.
Key Job ResponsibilitiesGeneral:
Answer customer calls and emails
Participate as part of the reception team in answering and routing companywide phone calls
Accurately process online and phone sales orders, online account payments and retrieve orders from online portals assigning delivery day and customer support specialist
Contact existing customers as scheduled to generate sales orders
Maintain Customer Relationship Management and Financial databases as well as Call Sheets for deliveries.
Professionally handle customer inquiries and provide resolution or route to appropriate parties as needed. (i.e. product and account information, order tracking, special orders, backorders, damages, errors, collections, etc.)
Answer customer inquiries regarding online ordering processes, special orders and product lines
Daily communicate with Customer Relations Managers on customer issues, collection issues, potential business, general tasks, and trends in ordering or product patterns
Report to supervisor about any circumstances or conditions affecting customer satisfaction
Maintain in-depth knowledge of products, services and competitors
Maintain collection efforts including communications with CRM team of circumstances which may impact account payments
Provide knowledge and understanding of online ordering portals
Communicate daily with delivery drivers regarding customer issues, damages, delivery errors, and credits
Accurately enter customer "cases" in SAGE CRM software to document delivery errors, product damages, and credits. Accurately enter damages in FedEx Watch Trio.
Organize and communicate "Holiday Route Schedules" to specific customer base
Participate in Safety and Drug-Free Workplace programs and training
Participate in staff meetings, training, and team building opportunities
Ensure ongoing development of personal sales and elite customer service skills; specifically striving to meet or exceed customer expectations
Abide by company Values and Behaviors
Support and follow our company's Vision, Mission, Pillars, Employee Guidelines, Policies and Procedures
Perform other projects, duties and responsibilities as assigned
Unique:
Maintain local ship-to accounts
Review sales orders to ensure accuracy and adherence to standard operating procedures
Handle incoming calls/emails from prospective customers to provide friendly and accurate product and delivery information to secure a sale
Support sales associates with prospective and new accounts communication and setup
Daily Monitoring Overview of deadlines specific to FedEx deliveries
Maintain customer "pickup" accounts & order processing
QualificationsCollege Degree preferred
4 years of experience in the field of sales, account management and/or customer service preferred
Friendly, influential telephone manner
Excellent customer service and communication skills both verbal and written
Possess strong organizational and time management skills
Ability to remain calm and professional in heated situations
Ability to work well with others; a collaborative team player
Critical thinker, who can anticipate customer needs and respond promptly and efficiently
Ability to multi-task in a fast-paced environment
Basic understanding of accounting procedures and strong math skills
Computer skills including Microsoft Word and Excel.
Experience in SAGE 100 and Sage CRM software a plus
Must pass pre-employment testing (pre-employment drug screen and background check) and follow all guidelines of the Drug-Free Workplace Program.
Must pass E-Verify screening for eligibility to work in the United States
Relationships RequiredDirect communication with customers
Closely work with all Customer Support Specialists (CSS's)
Daily interaction with Customer Relations Managers (CRM's)
Daily interaction with Operations Managers
Daily interaction with Accounting Department
Daily interaction with Delivery Drivers
Periodic interaction with Sales Associates
Periodic interaction with the President and Vice President
Performance Goals/Expected Results MetricsOrders per day: Timely and Accurate
Error rate: Sales Order Processing
Retention Ratio 95% or Higher
Growth in product lines with existing customers in coordination with CRM's
Product and Personal Skills Training
Submission of Process Improvements