Customer Account Specialist

Looking for a new opportunity? Our client is searching for a Customer Account Specialist to join their team. The Customer Account Specialist serves as a critical link between customers, sales, and internal operations (Accounting, Supply Chain, Scheduling), ensuring seamless execution of the order-to-delivery process. This role is responsible for managing customer accounts, processing orders, coordinating timelines, and proactively communicating updates to maintain strong relationships and high service levels. Apply now!

Work Model:

• Hybrid: 3 days onsite, 2 days from home

What You Will Do:

• Serve as a positive role model in all interactions and communications
• Act as a liaison between customers, sales representatives, sales, procurement, management, and manufacturing plants, delivering both professional and timely communication
• Manage customer order verification, entry, changes, confirmation, expediting, and tracking to create a seamless customer experience
• Incorporate strategies to ensure profitability across the existing customer base, including inventory optimization, raw material cost control, and support for Engineering Change Notices
• Foster strong customer relationships, oversee product updates and changes, and partner with Division Managers and Project Engineers
• Develop a broad understanding of the business through cross-training across divisions and departments
• Prepare and analyze reports, such as the Customer Aging Order Report, to support decision-making and proactive problem-solving
• Maintain both electronic and paper documents and files for customer and company information
• Handle customer requests, including returns, quotations, complaints and samples, consistently providing outstanding customer service
• Travel occasionally to customer sites and manufacturing facilities to build and maintain engagement and relationships

What You Will Need to Be Successful:

• Detail-Oriented – Catch order discrepancies, pricing issues, and timeline conflicts before they become problems
• Proactive – Anticipate customer needs, follow up without being asked, and flag risks early
• Customer-Focused – Naturally driven to provide a positive, reliable experience for the customer
• Organized – Manage multiple accounts, orders, and deadlines without losing track of priorities
• Calm Under Pressure – Handle urgent requests, production delays, or escalations with composure
• Accountable – Take ownership of issues through resolution instead of passing them off
• Adaptable – Comfortable navigating changing production schedules, priorities, and customer demands
• Collaborative – Work well across teams (Sales, Production, Planning, IT) to get things done
• Clear Communicator – Keep messaging direct, accurate, and easy to understand (internally and externally)

Benefits Overview:

• Health, dental, and vision insurance
• PTO plan
• 401K

Interested and qualified candidates can contact Joye Moore at (319) 449-1200 or email jmoore@thepalmergroup.com.