Customer service specialist Jobs in Santa Ana, CA

Summary

The Customer Service Account Specialist acts as an extension of sales and is responsible for managing customer accounts, processing orders, and providing all necessary information to customers.

Responsibilities

• Receive and accurately process all orders via phone, fax, website, email, and EDI from customers in a fast-paced environment.
• Provide knowledgeable answers to questions regarding product, product availability, and pricing.
• Reconcile Dealer / National Accounts by auditing transaction records including freight claims, proof of delivery, and processing credit and / or debits when necessary.
• Settle customer invoice discrepancies and ensure accounts are up to date.
• Implement pricing and discounts to various transactions submitted or requested by Sales.
• Process transactions involving government entities.
• Work closely with Sales and Credit departments to ensure proper implementation of programs.
• Process, review, and release Delivery Receipts, up to 200+ transactions daily.
• Process "end user" billing.
• Provide customer online support for orders, invoices, credit card payments, and other account information.
• Contact customers and release backorders in a timely manner, in accordance with the customer's request and corporate policies.
• Handle customer complaints in a proper manner in coordination with related departments.
• Partner with Supply Chain team to obtain freight quotes, order status, and assistance for inbound inventory.
• Generate customized daily / weekly reports for customers using Access and Excel.
• Support the department in ensuring proper coverage for customers at all times.

Knowledge and Skills

Education and Experience

Physical Requirements