Customer Account Specialist

Position Overview:

We are looking for a proactive, detail-oriented, and customer-focused


Account Representative


to join our dynamic B2B team. As a key liaison between our business and customers, you will serve as a trusted partner, managing all aspects of order entry, addressing inquiries, and resolving issues across multiple communication channels. By utilizing ERP and CRM systems-such as Microsoft Dynamics and Business Central-along with phone and ticketing platforms, you will deliver outstanding service and contribute to a seamless, world-class customer experience.

Key Responsibilities:

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  Accurate Order Processing:
  
  
  Enter and manage customer orders efficiently using ERP systems to ensure seamless order fulfillment.
  
  



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  Customer Communication:
  
  
  Handle inbound and outbound calls using Nextiva phone systems, and respond to customer emails and support tickets promptly and professionally.
  
  



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  Request Management:
  
  
  Prioritize and manage customer inquiries and requests through email ticketing platforms with urgency and attention to detail.
  
  



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  Issue Resolution:
  
  
  Resolve customer issues efficiently by identifying root causes, providing solutions, and ensuring timely follow-up to achieve closure.
  
  



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  Cross-Functional Collaboration:
  
  
  Work closely with internal teams-including sales, operations, logistics, and finance-to address customer needs and ensure smooth operations.
  
  



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  Customer Support:
  
  
  Provide accurate product, order status, and account information to assist customers proactively.
  
  



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  Process Optimization:
  
  
  Identify opportunities to enhance workflows, increase customer satisfaction, and elevate operational efficiency.
  
  

Qualifications:

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  Experience:
  
  
  1-3 years of customer service or account support experience in a B2B environment (highly preferred).
  
  



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  Systems Knowledge:
  
  
  Hands-on experience with ERP/CRM systems such as Microsoft Dynamics or Business Central preferred; familiarity with phone systems like Nextiva and ticketing/email platforms is a plus.
  
  



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  Communication Excellence:
  
  
  Strong verbal and written communication skills with the ability to handle professional interactions confidently.
  
  



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  Organization & Multitasking:
  
  
  Exceptional organizational skills with the ability to effectively prioritize and multitask in a fast-paced environment.
  
  



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  Problem Solving:
  
  
  A solution-oriented mindset with a strong focus on customer satisfaction and follow-through.
  
  



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  Technical Skills:
  
  
  Proficiency in Microsoft Office Suite (Outlook, Excel, Word) and the ability to quickly adapt to new systems.
  
  

Core Competencies:

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  Customer-First Mindset:
  
  
  A commitment to delivering exceptional, customer-centric service at every touchpoint.
  
  



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  Strong Interpersonal Skills:
  
  
  Professionalism and empathy in dealing with customer needs and challenges.
  
  



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  Adaptability:
  
  
  Willingness to embrace and learn new tools, systems, and workflows.
  
  



• 
  
  
  Accountability:
  
  
  Dependable follow-through on tasks and customer commitments.
  
  



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  Team Collaboration:
  
  
  Strong collaboration and communication with cross-functional teams to drive success.
  
  

In this role, you'll have the opportunity to make a meaningful impact by building strong customer relationships, solving challenges with expertise, and contributing to the success of our business operations. If you thrive in a fast-paced, customer-focused environment, we want to meet you!

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

Ultimate Staffing