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Customer Account Specialist

Educated Solutions Corp

ESC has an exciting opportunity for a Customer Account Specialist to support a fast-paced Sales and Customer Service team within a dynamic manufacturing environment in Waukesha, WI . This role is ideal for a customer-focused and analytical professional who thrives in a relationship-driven environment and enjoys balancing customer service, sales support, and operational coordination responsibilities.

The Customer Account Specialist will serve as a key point of contact for customers and internal stakeholders, supporting order fulfillment, sales analysis, and day-to-day account management activities. This individual will help ensure customer needs are met through proactive communication, strong problem-solving skills, and cross-functional collaboration across sales, operations, and finance teams.

Job Description:

Customer Service & Account Support

Serve as the primary point of contact for customer inquiries, requests, and order-related communication

Support day-to-day account management activities while ensuring a high level of customer satisfaction

Coordinate product flow and order fulfillment activities between warehouses, customers, and internal teams

Utilize internal systems and processes to manage customer data, orders, and communications efficiently

Identify customer needs and communicate opportunities or concerns to the sales team

Relationship Management & Cross-Functional Collaboration

Build and maintain strong relationships with both internal and external customers

Collaborate with Sales, Operations, Supply Chain, and Finance teams to support seamless order fulfillment and issue resolution

Communicate customer updates, priorities, and concerns effectively across teams

Provide product and company information while delivering responsive, value-based customer service

Sales Support & Business Analysis

Assist with sales forecasting, reporting, and opportunity analysis

Support sales management in identifying process improvements and opportunities to enhance customer service and sales performance

Collect, analyze, and report sales-related data to support revenue goals and operational efficiency

Contribute ideas and solutions that improve customer experience and internal processes

Financial & Operational Coordination

Monitor customer payments, credits, and account activity in coordination with internal finance teams

Assist with accounts receivable reconciliation and payment follow-up activities

Support alignment between customer goals, sales strategies, and operational execution

Participate in special projects and continuous improvement initiatives as needed

Must Have Qualifications:

Bachelors degree preferred; equivalent experience considered in lieu of degree

2+ years of experience in customer service, account management, sales support, or related roles

Excellent verbal and written communication skills

Strong problem-solving skills and financial/business acumen

Ability to multitask, prioritize, and manage time effectively in a fast-paced environment

Strong Microsoft Office skills, including Excel, Word, and PowerPoint

Self-motivated with strong organizational and interpersonal skills

Ability to collaborate effectively within a team-oriented environment

Nice to Have Qualifications:

Experience supporting customer accounts in manufacturing, distribution, or supply chain environments

Exposure to sales forecasting, reporting, or operational analysis

Familiarity with accounts receivable or customer payment tracking

Experience working cross-functionally with Sales, Operations, and Finance teams

Background in customer relationship management or inside sales support

Vacancy posted 4 days ago
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