Account Operations Specialist I

Description:

The Account Operations Specialist Level 1 plays a crucial support role in managing the day-to-day operations of customer accounts. This position is responsible for handling order processing, ensuring data accuracy, and supporting customer service activities. AOS Level 1 ensures that customer needs are addressed in a timely and effective manner while supporting the overall efficiency of the operations team. This is an entry-level role with a focus on learning and growth within the account management and operational functions.

Requirements:

Input customer orders into the P21 system, ensuring all information is accurate. Assist in processing incoming customer orders via phone, email, or other communication channels. Support the AOS Level 2 by handling routine orders and following up on material availability and special-order items. Serve as a secondary point of contact for assigned customer accounts, assisting with inquiries and requests. Address general customer queries under the guidance of the AOS Level 2. Help maintain positive customer relationships through effective communication and timely responses. Assist with reporting customer interactions and order updates to the AOS Level 2 or store manager. Help monitor order progress and work with delivery teams to ensure timely and accurate deliveries. Coordinate with internal teams (e.g., procurement, delivery staff, business development, etc.) to resolve issues and support the fulfillment of customer orders. Work closely with AOS Level 2 and other team members to provide seamless service to customers. Assist in process improvement initiatives by identifying any operational inefficiencies and suggesting solutions. Support AOS Level 2 in special projects, such as process improvement, CRM system updates, and order tracking enhancements.

Skills Required:

Ability to process orders and update data accurately. Strong written and verbal communication skills to assist customers and work with internal teams. Ability to manage multiple tasks and prioritize work effectively. Ability to collaborate and support others in a fast-paced environment. Additional Details 1. The role will primarily be performed in the office, but there may be opportunities for limited customer-facing interactions. 2. Regular work hours are typically from 7 AM to 5 PM, with flexibility based on business needs.