Account Specialist Job Opening

Account Specialist

DALB, Inc.

Kearneysville, West Virginia
Category: Account Manager

Summary/Objective

The i6 Senior Account Specialist is responsible for ensuring that a quality experience is being delivered to the customer, through developing relationships, gathering of customer / order requirements, following company business rules and meeting corporate objectives.

Essential Functions

Job Duties:

· Ultimate responsibility for accurate documentation of customer orders

· Gain / Develop working knowledge of the Company Operating system.

· Answer phone, email or fax request from customers to process their orders

· Ensure proper Customer Profile information is gathered & provided to the Finance Dept. for new/current clients.

· All sales orders are to be entered into the Company Operating system(s) daily.

· Initiate request to Engineering & Creative Dept. for New Items / Parts as needed

· Ensure proper pricing is applied to each part ordered.

· Work Orders are to be created / issued for every shipment – daily.

· Prepare work orders & appropriate materials for Finance daily, for invoicing.

o Record/capture sales information by client for monthly invoicing as needed for special client situations.

o Prepare credits/information when necessary.

o Assisting Finance in resolving non-payment issues.

· Tracking numbers to be sent to customers for each shipment.

· Send email confirmations to customers as needed

· Assists other personnel within and outside the Dept. as required for the purpose of supporting them in the completion of their work activities

· Work with clients from inquiry to quotation – through design approval – to out the door, as defined.

· Other activities and responsibilities that are deemed relevant by your direct manager

Small Format Project Liaison:

· Responsible for following each i6 project/order through the system by working directly with the Small Format Production leader/team:

- Daily review/update of Company Operating System (insert orders/status changes, etc.)

o Ensuring accuracy of the data (qty., ship/delivery dates, etc.)

- Establish priorities with production planning to make sure we are on schedule.

- Identify/communicate/resolve issues related to production/quality, etc.

- Communicate regularly with production & sales as to status

- Identify process improvement opportunities.

- Utilized to help when needed within the i6 production area to get orders completed – inspected, bundled and boxed for shipment.

Sales / Prospecting:

· Communicating with Creative Dept., to prepare / develop sales materials to be used for prospective clients.

· Research / identify opportunities, data gathering and mailing samples for specific NEW market segments as assigned.

· Secure new business within existing customer/clients, while also building new business in new markets/categories.

i6 Logistics:

· Working knowledge of UPS & Fed Ex Worldship stations.

· Coordinate the On-time delivery of all i6 shipments

· Identify transit times and best mode of transport (considering time / cost).

· Effectively solve issues relating to the shipment of goods.

· Monitor shipments & deliveries to ensure customer satisfaction – identifying any service interruptions due to weather, delays, mechanical, or address issues & react accordingly.

· Prepare all necessary Customs documentation for all i6 International shipments.

Special Projects:

· Assigned as needed.

Core Competency Requirements

Knowledge and expertise in:

· Sales mentality

· Excellent oral and written communication skills

· Sound business judgment, quantitative, analytical, and problem solving skills

· Strong work ethic, characterized by initiative, drive, and goal orientation!

· Ability to communicate and work with others in a cooperative – team oriented manner.

· Computer skills including Microsoft Outlook, Internet, Excel, Word and Power Point.

· Good organizational, time management, and problem-solving skills

· Attention to detail

Required Skills

· Excellent people / communication skills

· Ability to analyze and resolve order/ customers issues by working with fellow employees / departments

· Experience in project management

· Time Management / prioritization skills

· Strong computer skills necessary (All Microsoft Office programs) with heavy focus on PowerPoint and Excel

· Ability to practice and demonstrate DALB Core Values

Required Education and Experience

College Degree or equivalent combination of education and experiences

Customer Service / Project Management experienced preferred.

Supervisory Responsibility

No direct reports

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment.

Training

· Company orientation

· Departmental orientation

· General safety

· ISO 9001

Travel

Travel as appropriate.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

ADA/EEO Statement s DALB's policy to recruit and offer equal employment opportunity for all jobs to all persons without regard to race, creed, color, sex, age, national origin, religion, handicap, physical or mental disability or veteran's status. We are dedicated to maintaining a nondiscriminatory climate in which the following policy of affirmative action is administered equitably to all employees.

Signatures

This job description has been approved by all levels of management:

Manager____________________________________________________

HR_________________________________________________________

Employee signature below constitutes employee's understanding of the requirements, essential functions and duties of the position.

Employee_________________________________________Date_______________________

Job Type: Full-time

Experience:

  • Relevant: 1 year (Preferred)

Benefits offered:

  • Paid time off
  • Health insurance
  • Dental insurance
  • Retirement benefits or accounts