Senior Account Representative

Description

Duties and Responsibilities:

• Set up initial accounts, generate item set up forms, SOP requests, and ensure inventory alignment with customers.
• 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.
• Process and accurately input all customer orders into the computer system and generate all related paperwork and necessary information required for customer and internal production/shipping team(s).
• Initiate purchasing activities to support account activities, including: forecast demand from various sources (portal, Excel, customer website); send forecasts to suppliers; review customer forecasts and issue P.O.’s to suppliers; maintain accurate inventory levels to order quantities; review and sign‑off on supplier invoices.
• Plan and distribute account production plans internally/externally based on available raw material, open customer P.O.s/forecasted and min/max demands in conjunction with available production line time.
• Participate in customer meetings and/or calls as needed and coordinate with other internal support teams when necessary.
• Present Contract Review information to the team (SOPs, item‑specific instructions, etc.).
• Invoice customers at their specific intervals; review and maintain the financial workbench; issue credits when necessary; review and correct pricing as necessary.
• Communicate any signs or trends of customer dissatisfaction to management and make recommendations on how issues can be resolved.
• Create and maintain customer reports, including DAR, to share with management and customers; respond to special reporting requests promptly and accurately.
• Maintain all related account paperwork and assigned customer files.
• Act as backup for all Account Representative accounts.
• Manage the day‑to‑day functions of the front office, including the welcome board, food and beverage requirements for visitors, office supplies management, telephone coverage, and other assignments as needed within the office environment.
• Participate in LEAN process and work for continuous process improvement.

• High School diploma or GED required; preference will be given to a college degree in a related field (Logistics, Business Management, etc.).
• Minimum of 5 years’ experience in a manufacturing or planning office environment, which may be substituted with an appropriate college degree.
• Ability to handle collection activity and other sensitive customer communications as needed.
• Excellent interpersonal and communication skills, written and verbal.
• Able to type at least 30 wpm and have solid experience working with Microsoft Office applications; must possess solid Microsoft Excel skills.
• Must be able to adapt to working with various customer software programs and be able to access customer portals when needed.
• Ability to work well under pressure and display professionalism and tact in all business dealings.

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