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This customer-facing role is pivotal in building strong relationships, solving problems, and driving service excellence across client accounts. The Account Representative will independently manage a portfolio of clients, ensuring seamless coordination across inside sales, logistics, order management, and issue resolution. This individual will play a key role in maintaining customer satisfaction and operational efficiency through thoughtful communication, timely follow-up, and strategic decision-making.
Job Responsibility:
Cultivate and maintain strong relationships with both internal and external customers. Act as the main point of contact for assigned accounts, fostering trust and proactive communication
Oversee the entire order process from quotation through delivery, including order entry, tracking, and timely follow-up. Ensure accuracy in data entry and manage any adjustments as needed to meet customer requirements
Generate quotations and provide product recommendations based on customer needs. Drive sales by identifying upselling and cross-selling opportunities within account management
Collaborate with warehouses and logistics teams to ensure timely product delivery and resolve any shipment-related issues. Track orders and proactively address any potential delivery delays or disruptions
Resolve customer issues effectively, utilizing analytical and critical thinking skills. Provide solutions that minimize impact to both the client and the organization
Meet or exceed defined performance metrics, including response time, order accuracy, and customer satisfaction scores. Document interactions and updates in CRM systems (e.g., One4All, Anytime) and generate reports as needed
Anticipate client needs and address potential concerns before they arise. Regularly check in with accounts to provide updates, gather feedback, and adjust support as needed
Requirements:
High School Diploma or equivalency
Proven experience in customer service, inside sales, account management, or a similar role, ideally within a corporate or warehouse/logistics environment
Proficiency in order management systems and CRM software
High attention to detail, with the ability to handle multiple tasks and meet deadlines
Strong decision-making abilities and a proactive approach to problem-solving
Excellent communication and interpersonal skills for effective relationship management