Customer Account Leader

Acts as a liaison between operations, engineering, materials, sales and the customer for product transactions in support of all types of customers (transactional, contractual, PBTH, field service, etc).  Understands and implements solutions to maximize the customer experience and the financial requirements of the business unit.

Specific Accountabilities

• Acts as an advocate for external and internal clients, demonstrating accountability and a commitment to excellence to both the external customer and the company.
• Provides innovative solutions to complex issues, influencing others to ensure customer satisfaction is maintained and company standards and profit margins are maximized.
• Provides team leadership and mentors, coaches, and empowers others to ensure transaction timelines are met or exceeded.
• Provides informal leadership within the business unit, demonstrating integrated thinking when solving problems and implementing continuous improvement practices.
• Adapts to change, demonstrating proactive thinking, assertiveness and initiative to identify potential issues/problems before they arise.
• Builds relationships with both external and internal clients.
• Updates and completes Measures of Performance (MOPS).

Product Related

• Reads and interprets legal documents to determine requirements for the creation and distribution of production documents using language in clear and concise manner.
• Manages accounts through the practice of sound business judgment, recalling relevant information when analyzing situations and defending decisions.
• Receives, processes, and verifies engine/propeller/component/module/accessory induction information and/or customer orders for purchases using company systems and customer purchase orders to verify the accuracy of information/orders.  
• Ensures customer requirements and expectations are confirmed, documented, and communicated to the appropriate team members for the BU/site.
• Prepares, generates and distributes reports, order acknowledgments, estimates and invoices as required. Compare engineering reports with estimates and invoices, identifies and addresses potential cost overruns as they occur; Determines estimate to invoice variance (EIVA).
• Applies basic project management principles, identifying available resources, defining scope, developing timelines and budgets, analyzing cost-benefit and evaluating risk. Designs strategies to mitigate risk and influences buy-in from all stakeholders while applying the seven steps of continuous improvement.
• Initiates the required action for response to customer service requests for workscope/order changes, including the maintenance of order information files, and communicates changes to the appropriate personnel.  Provides a close liaison and informal leadership role with service engineers, operations, logistics and materials.
• Provides customers with product information including pricing, scheduling, delivery and/or backorder availability and functionally equivalent part alternatives.  Manages customer visits and acts as the primary contact between the customer and production operations regarding expected completion dates, tracing and expediting shipments as needed.
• Validates inventory costs, explaining pricing, price increases, estimate and invoice changes to customers. Manages customer expectations with respect to estimate changes, summarizing cost-benefit and qualifying repair development costs to customers.
• Monitors and analyzes cost projections on an ongoing basis, proposing solutions for corrective action as required.
• Manages customer concerns, identifying costs associated with and impacts on resolution of Customer Concerns on other areas. Justifies resolution (internally or to customer) and proposes a rationale for adjusting policy.
• Coordinates OEM warranty and resolves or assists in resolving warranty claims; issues core credits and debits for claims and invoice errors, if applicable.
• Reviews and coordinates all contract/transaction work for the business unit/site, ensuring both parties adhere to the terms of the contract/agreement.
• Maintains data in the Customer Relationship Management (CRM) or SalesForce.com (SFDC) database.
• Manages documents as per company, customer, and regulatory standards and process. Assures required information is entered into the appropriate computer system (internal and external). Performs assigned system maintenance to various electronic files.

 
Service Related

• Projects a positive image in representing the corporation to clients and the community; hosts and coordinates customer visits as needed.
• Cultivates customer loyalty through a commitment to customer satisfaction.
• Supports preparation of proposals, quotes and presentations and proposes sales strategies.
• Man