Description
JOB SUMMARY
The Senior Strategic Account Representative provides day-to-day operations and administrative support for assigned strategic customer accounts by coordinating orders, account maintenance, reporting and customer projects. This role serves as a key point of contact for assigned accounts, internally and externally. Partners with the National Account Manager (NAM) to ensure best-in-class customer service experience.
ESSENTIAL FUNCTIONS
Account Management and Customer Support
- Serve as the primary internal point of contact for assigned account, ensuring exceptional customer support and responsiveness.
- Act as the primary contact for assigned account in the absence of the National Account Manager (NAM).
- Partner with NAM to complete assigned projects and initiatives.
- Create and maintain account-specific guidelines to ensure consistent service delivery.
- Travel to customer locations, as needed, to support meetings and/or training purposes.
Account Administration and Order Management
- Manage all order entry and maintenance related to assigned account.
- Support EDI accounts by maintaining item mapping, pricing updates, unit-of-measure (UOM) alignment or contract additions.
- Enter pricing quotes for special projects to support customer opportunities and NAM requests.
- Coordinate prototype shipments for customer evaluation and approval.
- Create, maintain, and distribute customer-specific reports, which can include but are not limited to inventory management, order management, roll-out progress reports, and other account reporting requirements.
- Maintain customer online purchasing catalogs and ensure product information remains accurate and up to date.
Project Coordination and Cross-Functional Collaboration
- Serve as the internal coordinator for customer projects and issues related to the assigned account.
- Communicating item demand concerns and coordinate with internal teams to minimize customer impact.
Customer Issue Resolution
- Proactively and effectively manage customer issues, escalation, and service concerns in a timely manner to ensure resolutions are to customer’s satisfaction.
SECONDARY FUNCTIONS
- Assist with customer collections and credit-related issues, when necessary.
- Provide back up for Strategic Account Representative role.
- Perform other duties as assigned.
Requirements
EDUCATION, LICENSES, AND EXPERIENCE
- High school diploma or equivalent required.
- Associate or bachelor’s degree in Business, Marketing, Communications, or related field preferred.
- Minimum of 3 years of customer service, account management or customer-facing role experience
- Proficient in MS Office Suite, especially Excel.
- Experience using ERP, CRM, or order management system, a plus.
- Ability to analyze information, resolve customer issues, and maintain a high level of accuracy and attention to detail.
SKILLS (Language, Mathematical, Reasoning, Other)
- Excellent communication skills.
- Ability to interact with others in a team manner and effectively move projects along.
- Strong data entry and keyboarding skills.
- Proven ability to exercise solid judgment.
- Ability to work in a fast paced, ever-changing environment with limited supervision.
- Complete tasks in a thorough, correct and timely manner.
- Detail oriented with good organizational skills and the ability to prioritize tasks.
WORKING CONDITIONS/PHYSICAL DEMANDS
- The job will require 70-80% of the day in a seated position taking calls and using a computer.
- Ability to travel occasionally, as business needs require.
- Some lifting may be required.