Customer Account Job Description
Customer account
provides overall day to day customer service and support including but not limited to maintaining, updating and providing pricing information, order status, delivery information, calculating volume discounts, preparing customer quotations, memos, correspondence, reports, statistical data, issuing customer return authorizations, credits, and adjustments.
Customer Account Duties & Responsibilities
To write an effective customer account job description, begin by listing detailed duties, responsibilities and expectations. We have included customer account job description templates that you can modify and use.
Sample responsibilities for this position include:
Researches historical data, cost substantiation and market analysis to determine price
Ability to effectively navigate, input data, and perform basic functions including “VLOOKUP” in Microsoft Excel
Interprets and responds to customer and Field Representative questions or requests for information
Makes recommendations for improvements to work processes and procedures
Collect customer payments on a timely basis and meet daily/weekly collection standards Complete customer service calls in a timely manner as assigned
Receive customer requests and orders, enter/validate, and track through internal systems and tools including Oracle ERP and offline systems as appropriate
Partner with planning and operations team to ensure product quantity and date availability to meets customer needs
Track customer order patterns against expected demand, forecasts, and historical demand
Receive customer feedback, including complaints and issues, track them, and assist in the resolution and communication of solutions back to the customer
Utilize best practices in the execution of daily responsibilities
Customer Account Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Customer Account
List any licenses or certifications required by the position: ASE, ITIL, APICS, PMP, DOT, FAA, CAFM, CCIE, CCNP, CCNA
Education for Customer Account
Typically a job would require a certain level of education.
Employers hiring for the customer account job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Business, Education, Associates, Manufacturing, Finance, Engineering, Business/Administration, Marketing, Management, Technical
Skills for Customer Account
Desired skills for customer account include:
Excel
Regulations
Pricing
Word
Commercial principles
Cost
Engineering principals
Payment
Volume discounts
APAL system
Desired experience for customer account includes:
Learns the CDI applications, service solutions and overall WK Clinical Drug Information offerings line by attending and engaging fully in any available formal or informal training sessions
Manages client account renewal process in tandem with the sales representative by initiating communication with customers according to established account maintenance schedules
Reviews, maintains and services all customer account records
Analyzes cash and margin accounts on a daily basis
Answer inbound calls for internal and external customers
Actively involved in the engagement, retention and growth of customer base as directed by the Field Sales organization
Customer Account Examples
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Customer Account Job Description
Job Description Example
Our company is growing rapidly and is looking for a customer account. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer account
- Acting as liaison between customers and various other departments the rep agencies and sales managers
- Participate in the preparation and organization of quarterly reviews
- Manage inquiries and requests, as a single point of contact, from national / corporate accounts and funnel activity to appropriate associate(s) while retaining ownership of the response
- Self-efficient – Analysis skills, working with data – Desirable
- Strong people skills- Liaising with customer and cross functionally -Desirable
- BA/BS degree preferred or High School diploma and significant customer service experience in manufacturing environment
Qualifications for customer account
- Knowledge of Medical Device industries, the companies involved and the products consumed
- Proven Telesales ability - minimum 3 years sales or Account Management experience as an outbound Inside or Telesales representative
- The role holder must be self motivated, well organised and have good time management skills
- Track record of Customer Relationship Management, either internally or externally – Required
- Prior commercial experience and exposure to P&L- Required
- Proven history of working within a team environment- Required