National Accounts Specialist - On-site (Billings, MT)

Job Description

Job Description

Description:

National Accounts Specialist – On-site (Billings, MT)  

Job Type: Full-time 

Location: Billings, MT 

Who We Are:  

A&I Distributors is a rapidly growing, family and employee-owned, well established wholesale oil distributor, with nearly one hundred years of history and partnerships with some of the largest oil companies in the world. These partnerships, along with unmatched service to our customers, have enabled the company to grow to one of the premier oil distributors in the nation; a long way from our humble beginnings in 1924. 

Role Summary:  

Position: National Accounts Specialist
Works With: Purchasing, Credit, Sales Leadership, Customer Service, Marketing, Operations, Finance, and Senior Leadership
Hours: Minimum 40 hours per week M-F 8 am to 5 pm with one hour lunch 

Location: On Site  

Compensation: $18-20 DOE 

Benefit Package:   

• PTO 
• Holiday Pay 
• Health & Dental 
• 401k 
• Profit Sharing/ESOP 
• Life and Disability Insurance 
• Employee Discount 

Responsibilities:  

Strategic Account Management  

• Execute strategic account plans for key National Accounts. 
• Maintain long-term relationships with key decision-makers and influencers. 
• Maintain a paperless and organized documentation system for national account transactions, invoices, and contracts. 
• Gain proficiency in national account programs available through CSD. 
• Proficiency in Microsoft Excel to streamline workflow for GL coding and tracking account statements. 
• Collaborate with Purchasing to ensure product availability and fulfillment consistency. 
• Partner with Credit to ensure accurate and timely application of credits and avoid invoice aging. 

Sales & Revenue Growth  

• Monitor customer-specific portals, process approvals, and ensure timely order   submissions to the Order Entry team. 
• Identify upsell and cross-sell opportunities outside of national contracts; coordinate with Inside Sales to capture additional business. 
• Collaborate with Finance to understand and apply applicable state-specific tax requirements, such as environmental fees in Washington and Oregon. 

Performance Tracking & Issue Resolution  

• Monitor sales performance, account behavior, and fulfillment metrics for each National Account. 
• Research and resolve account discrepancies proactively, clearing invoices over 60 days on a monthly cadence. 
• Act as the first point of contact and escalation for operational, service, or financial issues tied to National Accounts. 

Cross-functional Collaboration  

• Coordinate with Purchasing, Marketing, Finance, Logistics, and Credit to ensure seamless National Account service. 
• Serve as the bridge between field sales, inside service teams, and strategic account needs. 

Market & Competitive Intelligence  

• Stay informed about competitor activities, trends in National Account management, and shifts in customer expectations. 
• Use insights to adapt and enhance the A&I National Account strategy. 

Confidentiality & Data Protection  

• The National Accounts Specialist shall not disclose, divulge, or use any confidential A&I information without proper authorization. 
• Confidentiality obligations remain in effect during and beyond the term of employment. 

Expectations & Performance Standards  

• Relationship Stewardship: Build and protect high-value relationships with National Accounts. 
• Operational Excellence: Maintain accuracy and timeliness in approvals, invoicing, and issue resolution. 
• Sales Contribution: Expand revenue through retention, upselling, and capturing uncovered customer needs. 
• Cross-functional Communication: Provide consistent updates to leadership and collaborate effectively across departments. 
• Issue Resolution: Identify and address bottlenecks with urgency and professionalism. 
• Data Integrity & Reporting: Maintain accurate data and timely reporting on National Account metrics. 

  Requirements:  

• Data entry experience required  
• Strong analytical and problem-solving skills  
• Microsoft Office Suite – Intermediate Word, Excel, Outlook   
• Must be able to multi-task with high attention to detail  
• Good written and verbal communication  
• Accounts Payable experience helpful but not required – willing to train the right person  
• Basic knowledge of General Ledger helpful 
• Update and maintain spreadsheets  
• Open and able to learn industry specific terms and processes  
• Positive attitude with strong organizational and problem-solving skills  
• Analytical abilities  
• Ability to learn new tasks and responsibilities  
• Crosstrain with other administrative positions 

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