Customer Account Specialist
This role is responsible for managing customer orders from multiple channels, ensuring timely entry, accuracy, and clear communication on order status and shipping dates. It includes monitoring open orders, handling rush or expedite requests, tracking shipments, and providing necessary documentation to customers. The position also supports account maintenance by processing complaints, credits/debits, account updates, and acting as a liaison between sales and pricing teams. Additionally, it involves proactive customer engagement, forecasting support, and serving as a resource for training and escalation support within the team.
This position is eligible for health benefits, such as medical, dental and vision coverage, Flexible Spending Accounts (FSAs), disability coverage, security, retirement and saving benefits, and more. Additional benefits include a generous time away from work package, including personal leave, paid parental leave, medical leave, vacation, holidays, among other benefits.
Order Entry:
Receive orders from EDI, email, phone, and fax from assigned accounts.
Enter orders as appropriate to meet ship date requirements. If not doable, communicate appropriately.
Confirm/Acknowledge the order receipt and provide shipping dates to the Customer.
Reviewing Open Order Report daily for any issues with orders and communication if applicable.
Enter Rush Requests if necessary, following process and procedures
Enter Expedite Requests if necessary, following process and procedures
Track shipments if needed via carrier websites.
Provide documents at Customer requests (CofA/PDS/SDS).
Provide back up for orders from Salesforce.
Participate in the phone queue for general inquiries.
Account Maintenance:
Enter Customer complaints into Quality System as needed.
Enter credits/debits as required from Salesforce inbox or via the Sherwin-Williams Credit Team.
Process requests for new Ship To’s for existing accounts.
Update Customer permanent text in ERP as required.
Works as a liaison between Sales Representative and the Pricing when any changes occur.
Proactive Management:
Proactively reach out to Customer to gage their satisfaction and understand service failures.
Proactively reach out to Customers to get forecast information.
Provide forecast information to the sales representative and via Customer Intelligence.
Other:
Provides training to new Account Specialists I if applicable.
Level II support for Customer issues that arise that an Account Specialist I cannot manage.
KNOWLEDGE & EXPERIENCE:
Required:
Must have a high school degree or equivalent.
Must have two (2) years of clerical or office support
Must Basic Microsoft Office Skills
Preferred:
Have a bachelor's degree.
Have External Business-to-Business Customer facing experience