Customer Account Coordinator

Customer Account Coordinator

Customer Account Coordinator

Primary Responsibilities

• Process customer orders & quotes and sales support requests accurately and promptly.
• Assist with sample ordering and coordination of customer sample requests.
• Prepare and ship product samples to customers and sales representatives.
• Support assigned customer accounts with routine administrative tasks.
• Assist with creating, updating, and distributing customer price pages and sales-related documents.
• Update customer information, activities, and follow-up items within Salesforce and other company systems.
• Retrieve, organize, and maintain proof-of-delivery (POD) and customer documentation.
• Serve as backup support for customer claims, returns, and related documentation.
• Coordinate information between sales, warehouse, and operations teams.
• Respond to routine customer inquiries and direct more complex issues to the appropriate team member.
• Answer and route incoming telephone calls professionally.
• Maintain accurate electronic and physical records.
• Support special projects and perform other duties as assigned.

Key Skills & Competencies

Organization & Attention to Detail

• Maintains accurate records and completes tasks with a high degree of accuracy.
• Effectively manages multiple priorities and deadlines.
• Follows established processes and procedures consistently.

Communication Skills

• Professional verbal and written communication skills.
• Comfortable interacting with customers, sales representatives, and internal teams.
• Actively listens and seeks clarification when needed.

Customer Service Orientation

• Demonstrates a positive, helpful, and professional approach.
• Responds to customer requests in a timely and courteous manner.
• Focuses on providing excellent customer service and support.

Technology & Data Entry

• Basic proficiency with Microsoft Outlook, Word, and Excel.
• Ability to learn and navigate CRM, ERP, and other business systems.
• Strong data entry skills with attention to accuracy.

Problem-Solving & Initiative

• Identifies issues and appropriately escalates concerns.
• Demonstrates curiosity and willingness to learn.
• Takes ownership of assigned responsibilities and follows through on commitments.

Teamwork & Collaboration

• Works effectively with individuals across multiple departments.
• Supports team goals and contributes to a positive work environment.
• Adaptable to changing priorities and business needs.

Professionalism & Reliability

• Demonstrates dependable attendance and accountability.
• Maintains confidentiality of company and customer information.
• Displays a positive attitude and commitment to professional growth.

What You Bring

Required Qualifications

Education & Experience

• High school diploma or equivalent required.
• 2+ years of experience in customer service, administrative support, sales support, or operations support roles.
• Exposure to office-based business environments.

Skills & Abilities

• Strong customer service skills with professional phone and email etiquette.
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational and time-management skills.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Strong communication and problem-solving skills.
• Self-starter with the ability to work independently and as part of a team.
• Proficiency with Microsoft Office applications.

Preferred Qualifications

• Experience supporting sales, customer service, or operations teams.
• Experience using CRM systems such as Salesforce.
• Experience with ERP systems, EDI order processing, customer claims, or returns.
• Experience coordinating customer samples, pricing, or account documentation.

Physical Requirements

• Ability to sit or stand for extended periods in an office environment.
• Ability to lift and prepare small packages and product samples as needed.
• Ability to operate standard office equipment.

Pre-Employment Requirements

• Ability to pass pre-employment drug screen, and background check.
• Authorization to work in the United States.

Work Environment

• Office-based, team-oriented work setting.
• Frequent interaction with customers and internal departments via phone, email, and business systems.
• Fast-paced environment requiring strong attention to detail and organization.
• Collaborative atmosphere with shared responsibilities and cross-functional support.
• Regular use of computers, phones, and office systems.
• Operations and service-oriented role with a strong emphasis on teamwork and reliability.

Career Growth Opportunities

• Opportunity to advance into sales operations, account management, customer service leadership, inside sales, or business operations roles.
• Develop specialized knowledge of products, systems, and customer processes.
• Build a strong foundation for long-term career growth within the organization.
• Gain exposure to major retail customers and large-scale operational processes.
• Be part of a company that values internal development and long-term success.