Customer Account Representative - CPA

Purpose:
The purpose of the Customer Account Representative (CAR) is to partner with outside sales to manage daily activities of their assigned customer accounts. The CAR serves as the point of contact for customers’ requests and transactions and coordinates the fulfillment of shipping orders through Channel Prime Alliance’s infrastructure. The objective of the position is to assist in the sales process, making transactions easier for both the sales team and customers, while operating within Channel Prime Alliance (CPA) guidelines and procedures. The goal is to maintain current customer relationships and support the sales force.

Areas of Responsibility / Tasks:
Performance must reflect appropriate level of expertise and achievement of the desired results for the items listed below.
1. Area of Focus (In order of percentage of time spent on activity, importance and/or priority)
a) The Customer Account Representative will be the point of contact for his/her assigned outside Sales Representatives and corresponding customer portfolio.
b) Processes the customers’ purchase orders and all related requests
c) Ensures the transaction meets shipment deadlines
d) Provides proper documentation and certifications related to the transactions
e) Maintains all customer specific information within operating system
f) Coordinates order flow across multiple departments within CPA
g) Follows set guidelines in submitting accurate and complete requests/paperwork to other departments by appropriate deadlines
h) Works in conjunction with the Sales Representative to maintain customer pricing quotes so that customers are invoiced correctly at time of shipment to avoid post billing sales order adjustments
i) Communicates order status to customers, including backorder information, blanket order status, and future order confirmations
j) Ensures new purchase orders and blanket orders from customers align with CPA policy, and take action to resolve discrepancies between the customer request and CPA policy
k) Monitors and enforces existing orders per the terms of the agreement between CPA and the customers
l) Contributes to the groups success by assisting with coverage during absences
m) Actively problem solves by seeking better alternatives for performing assigned tasks by making rational assessments of options and reaching logical and accurate conclusions from available information

2. All other duties as assigned

Supervisory Responsibilities:
1. Not Applicable

Competencies: Knowledge, Skills, Abilities (KSA):
To perform this role successfully, an individual must have experience achieving desired result(s) in their areas of responsibility. The requirements listed below are representative of observable behaviors and essential knowledge, skill, and abilities required of a successful incumbent within our culture.
1. Excellent communication skills, both written and verbal
2. Proficiency in Microsoft Office: specifically, Outlook, Word, and Excel with the aptitude to quickly learn and understand additional applications
3. Willingness to adapt in an evolving environment
4. Ability to maintain high level of organization and prioritization
5. Strong analytical skills
6. Innate sense of urgency that provides proactive and consistent work
7. Proven ability to work well within a team and promote strong working relationships meanwhile maintaining professional attitude and positive outlook
8. Capacity to produce a large quantity of error free work in a timely fashion

Minimum Qualifications / Education / Experience / Certifications:
1. Education:
a. Bachelors degree preferred
b. Equivalent experience considered in lieu of degree
2. Experience:
a. Minimum of 1 year of experience preferred
b. Experience in distribution and supply chain preferred
3. Licenses / Certifications:
a. Valid driver’s license – required
4. Language:
a. Proficiency in English required
b. Bi-Lingual – Spanish or Portuguese is a plus

Work Environment / Conditions:
The work environment/conditions described herein are representative of those that an incumbent may experience, and therefore
1. Must be adaptable to work in a shared space, with constant noise, with/or without the use of a private office.
2. This position is a hybrid in-office and/or work-from-home role

Physical Requirements / Demands:
The physical demands described herein are representative of those that must be met by an incumbent to successfully perform the essential functions of this job. *Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions & physical demands of this role.
1. While performing the duties of this job, the incumbent is regularly required to communicate verbally, read, and comprehend information, type on a consisten