Account Representative

Account Representative

Responsible for the day-to-day management of assigned account(s). Interacts with sales and sets up all customer records; establishes buying cycles; makes raw material purchases and sets up account purchasing criteria; places orders; responds to all inquiries and concerns; interfaces with internal supply chain team(s) to ensure OTIF is met; prepares sales reports and other information required by customer(s) or management; submits invoicing criteria and may support collection activities as needed.

Essential Functions:

1. Set up initial accounts, generate item set up forms, SOP requests, and ensure inventory alignment with customers.
2. Maintain excellent working relationships with multiple accounts by researching and responding to all inquiries and issues concerning work orders, invoices, shipments, inventory counts, etc., in a courteous, professional, and efficient manner.
3. Process customer orders and input them into our ERP system. Generate all related paperwork and necessary information required for customer and internal production/shipping team(s).
4. Initiate purchasing activities as follows: a. Forecasts demand from various sources (portal, excel, customer web site). b. Send forecasts to suppliers. c. Review customer forecasts and issue P.O.'s to suppliers. d. Maintain accurate inventory levels to order quantities. e. Review and sign-off on supplier invoices.
5. Planning: a. Plan and distribute production plan internally/externally based on available raw material, open customer po's, forecast and min/max demands in conjunction with available production line time. b. Participate in customer meetings and/or calls as needed and coordinate with other internal support team(s) when necessary. c. Present Contract Review information to team (SOP's, item specific instructions, etc.)
6. Financials: a. Invoice customers at their specific intervals. b. Review and maintain the financial workbench. c. Issue credits when necessary. d. Review and correct pricing as necessary.
7. Communicate any signs or trends of customer dissatisfaction to management and make recommendations on how issues can be resolved.
8. Create and maintain customer reports, including DAR, to share with management and customers. Responds to special reporting requests promptly and accurately.
9. Maintain all related account paperwork and assigned customer files.

Marginal Functions:

1. Respond to other assignments as needed within office environment
2. Participates in LEAN process and works for continuous process improvement.

Job Specifications:

1. High School diploma or GED required. Preference will be given to a college degree in a related field (Logistics, Business Management, etc.).
2. Excellent interpersonal and communication skills, written and verbal.
3. Able to handle collection activity and other sensitive customer communications as needed.
4. Must be proficient in Microsoft Office applications.
5. Must be able to adapt to working with various customer software programs and be able to access customer portals when needed.
6. Ability to work well under pressure and display professionalism in all business dealings.

Qualifications:

Experience managing customer orders, forecasts, inventory levels, and supplier communications in a manufacturing, packaging, logistics, or distribution environment.

Experience working in an ERP system for order entry, inventory management, purchasing, and customer account maintenance.

Experience in Account Management, Customer Service, Supply Chain, Customer Success, Production Planning, or a related role.

Proficiency with Microsoft office and reporting tools for data analysis, inventory monitoring, and customer reporting.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.