Account Operations Specialist I

Account Operations Specialist Level 1

The Account Operations Specialist Level 1 plays a crucial support role in managing the day-to-day operations of customer accounts. This position is responsible for handling order processing, ensuring data accuracy, and supporting customer service activities. AOS Level 1 ensures that customer needs are addressed in a timely and effective manner while supporting the overall efficiency of the operations team. This is an entry-level role with a focus on learning and growth within the account management and operational functions.

Requirements

• Input customer orders into the P21 system, ensuring all information is accurate.
• Assist in processing incoming customer orders via phone, email, or other communication channels.
• Support the AOS Level 2 by handling routine orders and following up on material availability and special-order items.
• Serve as a secondary point of contact for assigned customer accounts, assisting with inquiries and requests.
• Address general customer queries under the guidance of the AOS Level 2.
• Help maintain positive customer relationships through effective communication and timely responses.
• Assist with reporting customer interactions and order updates to the AOS Level 2 or store manager.
• Help monitor order progress and work with delivery teams to ensure timely and accurate deliveries.
• Coordinate with internal teams (e.g., procurement, delivery staff, business development, etc.) to resolve issues and support the fulfillment of customer orders.
• Work closely with AOS Level 2 and other team members to provide seamless service to customers.
• Assist in process improvement initiatives by identifying any operational inefficiencies and suggesting solutions.
• Support AOS Level 2 in special projects, such as process improvement, CRM system updates, and order tracking enhancements.

Skills Required:

• Ability to process orders and update data accurately.
• Strong written and verbal communication skills to assist customers and work with internal teams.
• Ability to manage multiple tasks and prioritize work effectively.
• Ability to collaborate and support others in a fast-paced environment.

Additional Details

• The role will primarily be performed in the office, but there may be opportunities for limited customer-facing interactions.
• Regular work hours are typically from 7 AM to 5 PM, with flexibility based on business needs.