Customer Account Specialist

Primary Responsibility :

Perform the tasks associated with customer setup, rate setup, and maintenance functions in Salesforce CRM, Oracle, 3PB, and related operational systems.

They will maintain relationships with Accounting, Finance, Business Development, and Operations while performing these duties.

Furthermore, they will ensure that all customer & rate information is accurate and up-to-date.

What You'll Do :

• Maintain continual communication between Accounting, Finance, Business Development, and Operations regarding new customer setup, changes to existing customers, warehouse, and transportation rate entry & maintenance.
• Monitor service level expectations of these groups and escalate to management as needed.
• Ensure all existing customer and product information in the financial and operational system(s) is aligned to the correct account/product family/tariff.
• Perform all Sarbanes-Oxley compliant procedures to gather, approve, and maintain all new Americold customer data, product data, and customer rates.
• Provide high-volume rate maintenance for existing customers.
• Identify and escalate possible process improvement ideas.
• Monitor personal productivity levels, ensuring that all team service levels are met.
• Other duties as requested.

What Experience and Education You Need :

• 3+ years of customer service, accounting, and/or financial management experience, either with internal or external customers.
• Bachelor's Degree or equivalent experience strongly preferred.
• Strong computer skills.

Proficient with MS Outlook, Office, including Word, PowerPoint, and Excel.
• Accurate typing and data entry skills.
• Competent in math and reading comprehension.
• Experience in the food industry, warehousing, or transportation industry preferred.
• Basic accounting skills preferred.
• Experience with Salesforce, Oracle, TMS, WMS, and/or AS400 preferred.

What Could Set You Apart :

• Strong organizational skills and ability to multitask required.
• Excellent communication, interpersonal, and presentation skills.
• Ability to communicate professionally, both written and verbally.
• Ability to work in matrix managed environment; experience with balancing requests from multiple managers.
• Demonstrates an uncompromising level of integrity and code of ethics and maintains a high degree of confidentiality.
• Develop strong, sustainable working relationships with internal teams.

Physical Requirements :

• Requires the ability to sit for long periods of time, with frequent interruptions
• Requires several hours per day of sitting, getting up and down from chairs, and reaching, or bending
• Requires manual dexterity with normal hand and finger movements for typical office work
• Talking, hearing, and seeing are important elements of completing assigned tasks
• May require travel by automobile and airplane for business
• May require a visit to facility operations in temperatures at or belo...