Customer Data and EDI Coordinator

Customer Data & EDI Coordinator

Location: Evansville
Department: Finance and Accounting
Reports To: AR Manager

Potential Position Summary

The Customer Data & EDI Coordinator is responsible for the accurate setup, maintenance, and validation of customer, item, pricing, and EDI-related data across customer portals, internal systems, and ERP platforms. This role serves as a critical link between Sales, Customer Service, Supply Chain, and Finance to ensure customer information is maintained accurately and transactions flow seamlessly through electronic data interchange (EDI) systems.

The position requires exceptional attention to detail, strong organizational skills, and the ability to manage large volumes of data while maintaining accuracy and compliance with customer requirements.

Key Responsibilities

Customer Setup & Maintenance

• Create and maintain customer master records within Sage X3 and related systems.
• Set up new customer accounts, ship-to locations, bill-to locations, and customer-specific requirements.
• Maintain customer hierarchy information and account structures.
• Validate data accuracy and completeness prior to activation.

EDI Administration

• Monitor inbound and outbound EDI transactions.
• Assist with customer EDI onboarding, testing, and setup activities.
• Investigate and resolve EDI errors, rejections, and transaction discrepancies.
• Coordinate with customers, brokers, and third-party EDI providers to resolve issues.

Item & Pricing Management

• Maintain customer-specific item cross-references.
• Set up and update pricing, allowances, promotions, and trade agreements.
• Ensure customer portals and internal systems remain synchronized.
• Verify accuracy of product attributes and item master information.

Data Integrity & Reporting

• Conduct routine audits of customer and item master data.
• Identify and correct data inconsistencies.
• Generate reports related to customer setup, EDI activity, and data quality metrics.
• Support month-end and year-end reporting requirements.

Cross-Functional Support

• Partner with Sales, Customer Service, Supply Chain, and Finance to support customer onboarding and ongoing account maintenance.
• Assist with customer deductions prevention through accurate setup and maintenance of customer data.
• Participate in ERP and systems improvement initiatives