We are seeking a dedicated and organized individual to join our team as an Account Support Specialist at a great US start-up. As an Account Support Specialist, you will play a crucial role in providing exceptional customer service and account management to their valued clients. Your primary responsibilities will include handling inbound emails and calls, managing requests for quotes, ETA inquiries, plant entry requests, warranty issues, and new customer requests.
Respond to requests for quotes by gathering necessary information and providing timely quotes via email. Quotes should include pricing valid for a period of two weeks.
Handle ETA inquiries by referring to the order details, providing the scheduled ETA.
Manage requests from individuals seeking entry to the plant, including truck drivers, interviewees, and cold-calling sales representatives. Coordinate with supervisors or follow established protocols to handle each request appropriately.
Handle warranty issues by sending the dealer a template to fill out, including required pictures. Work collaboratively to determine the best approach for repairs.
Administer the new dealer questionnaire to gather essential information from potential customers. Review and forward the completed questionnaires to the appropriate personnel for evaluation.
Input orders into the system, creating electronic copies for remote proofing.
Maintain an organized electronic file system for all orders, ensuring easy retrieval and accessibility.
Create delivery routes using current software and print matching order paperwork for efficient order fulfillment.
Print paperwork for UPS shipments, facilitating order pulling purposes. Schedule regular UPS truck pickups based on order readiness (typically 1-2 times per week).
Invoice orders delivered or picked up the previous day. Share copies with the designated personnel for proofing before sending them to customers' accounts payable departments.
Manage the Inventory Dashboard on a bi-weekly basis. Print inventory sheets and update the numbers based on information provided by the plant floor.
Generate and send purchase orders (POs) to vendors. Approve POs and update the dashboard accordingly. Update the inventory based on received POs, ensuring accuracy.
Perform a weekly update of the Extrusion Cut Sheet, entering data related to parts cut and material received.
Conduct quarterly reviews with customers to assess their satisfaction levels, identify areas for improvement, and explore opportunities for cross-selling.
Maintain the CRM system by populating it with accurate and up-to-date client information.
Follow up regularly with clients after closing a sale to ensure their satisfaction, particularly with new storm window customers.
Proactively approach prospective clients through various means, including cold-calling and email outreach, to expand our customer base and regain lost accounts.
3+ years of experience in customer service, account management, or sales support roles
Excellent verbal and written communication skills
Strong organizational and time management abilities
Proficiency in using computer systems and software for data entry, reporting, and CRM management
Self-motivated with the ability to work independently and as part of a team
Comfortable with cold-calling and proactive client outreach
Detail-oriented with a focus on accuracy and quality
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