Customer Account Specialist

Customer Account Specialist at Educated Solutions Corp Customer Account Specialist at Educated Solutions Corp in WALES, Wisconsin Posted in 1 day ago.

Type:

full-time

Job Description:

ESC has an exciting opportunity for a Customer Account Specialist to support a fast-paced Sales and Customer Service team within a dynamic manufacturing environment in Waukesha, WI . This role is ideal for a customer-focused and analytical professional who thrives in a relationship-driven environment and enjoys balancing customer service, sales support, and operational coordination responsibilities. The Customer Account Specialist will serve as a key point of contact for customers and internal stakeholders, supporting order fulfillment, sales analysis, and day-to-day account management activities. This individual will help ensure customer needs are met through proactive communication, strong problem-solving skills, and cross-functional collaboration across sales, operations, and finance teams.

Job Description:

Customer Service & Account Support

• Serve as the primary point of contact for customer inquiries, requests, and order-related communication
• Support day-to-day account management activities while ensuring a high level of customer satisfaction
• Coordinate product flow and order fulfillment activities between warehouses, customers, and internal teams
• Utilize internal systems and processes to manage customer data, orders, and communications efficiently
• Identify customer needs and communicate opportunities or concerns to the sales team Relationship Management & Cross-Functional Collaboration
• Build and maintain strong relationships with both internal and external customers
• Collaborate with Sales, Operations, Supply Chain, and Finance teams to support seamless order fulfillment and issue resolution
• Communicate customer updates, priorities, and concerns effectively across teams
• Provide product and company information while delivering responsive, value-based customer service Sales Support & Business Analysis
• Assist with sales forecasting, reporting, and opportunity analysis
• Support sales management in identifying process improvements and opportunities to enhance customer service and sales performance
• Collect, analyze, and report sales-related data to support revenue goals and operational efficiency
• Contribute ideas and solutions that improve customer experience and internal processes Financial & Operational Coordination
• Monitor customer payments, credits, and account activity in coordination with internal finance teams
• Assist with accounts receivable reconciliation and payment follow-up activities
• Support alignment between customer goals, sales strategies, and operational execution
• Participate in special projects and continuous improvement initiatives as needed

Must Have Qualifications:

• Bachelor's degree preferred; equivalent experience considered in lieu of degree
• 2+ years of experience in customer service, account management, sales support, or related roles
• Excellent verbal and written communication skills
• Strong problem-solving skills and financial/business acumen
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
• Strong Microsoft Office skills, including Excel, Word, and PowerPoint
• Self-motivated with strong organizational and interpersonal skills
• Ability to collaborate effectively within a team-oriented environment Nice to

Have Qualifications:

• Experience supporting customer accounts in manufacturing, distribution, or supply chain environments
• Exposure to sales forecasting, reporting, or operational analysis
• Familiarity with accounts receivable or customer payment tracking
• Experience working cross-functionally with Sales, Operations, and Finance teams
• Background in customer relationship management or inside sales support