Client Relations Specialist

About PFI InStore
PFI InStore is a leading designer and fabricator of retail store displays and fixtures. We specialize in custom injection-molded single-serve coolers and a variety of specialized retail racks made of plastic, wood, metal, and wire. Our team works directly with Fortune 500 brands—including Pepsi, Coca-Cola, Red Bull, and Anheuser-Busch—to create the shopping experiences seen every day in convenience and grocery stores. To remain a leader in the retail world, we foster a creative, self-motivated, and tech-forward atmosphere. We are looking for an energetic, industrious Client Relations Specialist to join our in-office team and help us build on decades of success.

The Role
The Client Relations Specialist is the primary engine behind our account success. In this in-office position, you will maintain close strategic alignment with Key Account Managers to drive account growth and operational excellence. This is a client-facing role conducted primarily through phone and virtual meetings. As a key representative of PFI InStore, you will be comfortable interacting with both external and internal stakeholders. We are seeking a well-rounded, solution-driven professional who is self-motivated to support the sales team. Additionally, be a proactive problem-solver who takes ownership of challenges by investigating details and providing data-backed answers.

Key Responsibilities

• Order & Account Management: Handle full-cycle order processing, customer imports, and item code set-up.
• Client-Facing Communication: Act as the primary point of contact for client inquiries via phone and virtual meetings, ensuring a premium service experience.
• Strategic Support: Act as a proactive partner to Key Account Managers, providing the research and data needed to drive account success.
• Product Expertise: Familiarize customers with our standard product offerings via web inquiries and consultations.
• Logistics & Documentation: Manage freight quotes, claims, and approvals; oversee RGA databases, project request forms, and credit card processing.
• Reporting & Analysis: Generate daily/weekly/monthly reports; perform daily reviews of production reports to ensure timelines are met.
• Continuous Growth: Embrace cross-functional training to support team-wide productivity and individual professional development.

Required Skills & Qualifications

• Education: Associate’s degree required; Bachelor’s degree preferred.
• Experience: 1–3 years in customer service or account coordination. Experience in warehouse or logistics environments is a significant plus.
• Critical Thinking: Must be solution-driven with a strong desire to research and solve problems independently rather than relying solely on instruction.
• Tech Savvy: Proficient in Microsoft Office (Word, Excel, PPT, Outlook). We value candidates who embrace technology and utilize AI to improve efficiency and save time.
• Productive Time Management: Ability to manage a high-volume workload while maintaining impeccable follow-up and communication.
• Travel: 0% overnight travel required.

Benefits
PFI InStore offers a comprehensive benefits package, including health, dental, and vision, term life, short/long-term disability, 401k, accident, cancer care, and hospital indemnity. Note: Employees are eligible for insurance on the first of the month following their first full month of employment.

PFI InStore is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.