Customer Account Coordinator Job Description
Customer account coordinator
provides feedback and collaboration with internal teams to develop tools and processes to best support external customer reporting and communications Weekly reporting to all key accounts for open quotes and order statuses. Reviews customer inquiries and orders, ensuring that technical and commercial evaluations of the customer’s inquiry or order and relevant specifications are covered.
Customer Account Coordinator Duties & Responsibilities
To write an effective customer account coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included customer account coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Attend meetings, training, , to enhance job knowledge and skills
Under moderate supervision, create basic quotes in SAP and/or Bidmaster (Catalog net / list / pre-approved Sales Bulletins
Having Considerable knowledge of the job
Substantial understanding of the job and applies knowledge and skills to complete assigned tasks
Under moderate supervision, create/edit sales orders accurately and efficiently in SAP
Extensive knowledge in specialized functions with comprehensive understanding of all aspects of the job
Under limited supervision create/edit complex sales orders accurately and efficiently in SAP
Acts as liaison between customers and various other departments the rep agencies and sales managers
Manage customer service activities for PE distributor/reseller, domestically and internationally
Liaise with plant, package terminals, freight forwarders and drayage carriers to coordinate shipments
Customer Account Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Customer Account Coordinator
Typically a job would require a certain level of education.
Employers hiring for the customer account coordinator job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Manufacturing, Business, Associates, Education, Accounting, Computer, Communications, General Education, Science, Finance
Skills for Customer Account Coordinator
Desired skills for customer account coordinator include:
Microsoft Word and Excel
Job
Reporting tools available
Business and NIS
Completes tasks in a resourceful and effective way
SAP
Combination with Veritiv processes
Experience with digital asset management technology
Individual customers to provide key communications to the customer
Internal systems
Desired experience for customer account coordinator includes:
In-person trade show and market support
Work closely in a team environment & contribute to the growth and forward movement of the company
Extremely detailed-oriented, assertive, and work well under pressure
Have great problem solving skills
Willing to work through ambiguity in order to find a critical path and get to the finish line
Hungry, energetic self-starter propelled by restless curiosity and initiative
Customer Account Coordinator Examples
1
Customer Account Coordinator Job Description
Job Description Example
Our company is looking to fill the role of customer account coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer account coordinator
- Liaise with internal and external stakeholders as necessary
- Liaise with global trade and freight forwards to ensure proper export documentation
- Partner with export customers, agents and internal international sales offices
- Identify and recommend process automations and improvement opportunities
- Act as a change agent as opportunities present themselves
- Administer Asia Learning Technologies (LT online learning) and liaise with the US and Canada
- Refer to policy and procedure manuals, computer manuals, accounting codes
- Set up training rooms for clients running our workshops when appropriate
- Permanent schedule is 10-7p.m
- Enter orders into the system
Qualifications for customer account coordinator
- Data Entry, such as line sheet creation and modification
- Conduct over the phone and in-person trainings on how to use website and iPad app
- Ability to multi-task and handle different projects and changing priorities
- Highly organized, detail-oriented, self-motivated
- Willing to work in a team focused environment
- Collaborative and empower others to be successful
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Customer Account Coordinator Job Description
Job Description Example
Our growing company is looking to fill the role of customer account coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer account coordinator
- TMS System maintenance
- Generate and distribute accurate documents (order details, instructions, ) for reference and use by the appropriate production team
- Position will require some accessibility outside of normal business hours
- Under direct supervision, may negotiate pricing/fees, for product
- Under limited supervision, may negotiate pricing/ fees, for product
- May monitor and administer security device requirements
- Work with Sales Coordinators to track and maintain/adjust orders ensuring accurate and timely delivery of products to accounts and on time order fulfillment
- Responsible for the entry /maintenance of all seasonal contracts from our Strategic Partners
- Work with EDI team to process all incoming sales POs into the system for our Strategic Accounts and ensure contract depletion
- Work with Sales Coordinators to run reporting to ensure order accuracy in terms and pricing, a correct address, vendor compliance, execute order changes, track product delivery, report order fill rates, and resolve inbound/outbound delivery issues
Qualifications for customer account coordinator
- Committed to making the company succeed
- At least 1-3 years of relevant experience with a big box retail company
- NetSuite experience or similar ERP/order and production processing system such as AIMS
- Knowledge of customer service and account management practices
- Bachelor’s Degree required or a minimum of 5 years customer service and/or logistics experience, High School diploma or GED required
- Customer Service and/or Logistics experience preferred
3
Customer Account Coordinator Job Description
Job Description Example
Our growing company is looking for a customer account coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer account coordinator
- Run, analyze and explain order management reports
- Partnering with the adi golf sales team to support sales efforts and order conversion and strategic initiatives
- Coordinate and follow up conversion and release of account orders for processing to the Distribution Centre
- Technical and general problem solving relative to sales order tracking and execution (i.e., purchase orders, corrections, cancellations)
- Fill-in during leave periods for fellow Account Coordinators due to vacations, illnesses, when necessary
- Assist Customer Service Manager with system maintenance, special projects (as required.)
- Track and maintain orders ensuring accurate and timely delivery of products to accounts
- Other duties as assigned by Customer Service Manager
- Process and coordinate all Key Account orders received via E.D.I
- Technical and general follow-up relative to E.D.I
Qualifications for customer account coordinator
- Freight forwarding and export experience preferred
- Knowledge of export terminology , compliance, and processes preferred
- Proficiency in Microsoft Applications, ( Excel, Word, Outlook) preferred
- Must be able to process transactions and orders accurately
- Some after- hours availability required
- Bachelor’s Degree preferred or a minimum of 10 years of customer service experience, High School diploma required
4
Customer Account Coordinator Job Description
Job Description Example
Our company is hiring for a customer account coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer account coordinator
- Main contact person for the customer, either a Janssen Affiliate or an external Customer
- Assists CAM in handling, controlling, and tracking of reprint work for assigned customers
- Prepares purchase requisitions for individual reprint jobs to ensure materials arrive in a timely fashion
- Review and analyze customer supplied data
- Manage the implementation timeline to ensure that all internal business partners and customer are aware of deadlines
- Work with customers to obtain initial customer contact list, fleet list, and billing profile preferences
- Execute the setup of the customer billing profile, customer contacts, and the installation of the customer fleet
- Facilitate customer access to Fleet Insight
- Provide customer support throughout the entire customer onboarding process
Qualifications for customer account coordinator
- Ability to successfully interact in a team environment
- Ability to develop & foster customer relationships
- Accuracy in handling customer transactions
- Experience in Transportation, and household move services(preferred)
- Passion and urgency to take great care of internal/external customers
- Demonstrated ability to view problems, issues and needs from a customer's perspective
5
Customer Account Coordinator Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of customer account coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer account coordinator
- Execute customer updates as received and perform regular reconciliation process to ensure complete and accurate customer contact list
- Managing orders from order placement, receipt of product, invoicing, and account settlement
- Liaise with plant personnel, storage terminals, tolling partners, rail logistics, and trucking companies to coordinate stock transfer deliveries
- Manage production levels and scheduling commitments using Excel
- Provide efficient, courteous service by providing information and resolving routine and non-routine inquiries in a timely manner within established guidelines
- Provide overall day to day customer service support including but not limited to order status, delivery information, issuing customer return authorizations and credits
- Of and the application of departmental procedures and workflow activities
- Order entry, merchandising, quoting, credits & returns
- Coordinate patient appointments including fittings, follow-up visits and in-services
- Disperses equipment as needed determining shipping methods based on cost versus need
Qualifications for customer account coordinator
- The candidate must be customer-centric, enthusiastic, and self-motivated
- The candidate must be a team-player committed to actively participating in ongoing and continuous improvement of department processes and procedures
- This position requires a sharp, high-energy, detail-oriented individual who possesses excellent interpersonal skills, telephone etiquette and verbal communications skills
- The ability to handle all external customer calls in a professional and courteous manner is critical to success in this role
- Candidates must also possess solid business writing skills, problem solving skills and the ability to calculate figures and amounts (such as percentages) when processing orders or account adjustments
- Qualified candidates will possess strong computer skills and will be trained on the Company's sales and distribution system