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
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