Client Success Account Specialist With Order Allocation Position

hace 4 semanas

Cd Obregon, Sonora, México Accutec Latam A tiempo completo

We are seeking a Client Success Account Specialist with expertise in order allocation to join our team at Accutec Latam. This role is a part of our Client Success Services team, responsible for managing and maintaining our premier accounts. The ideal candidate will have a strong background in customer service, sales, and order allocation, with the ability to analyze consumer data and optimize sales efforts.

**Key Responsibilities:**

  • As primary contact, take inquiries and requests from clients and address their needs.
  • Manage and maintain account set up and data updates/changes in Plex and Salesforce.
  • Manage and maintain account contracts, renewals, rebates, credits, promotional campaigns, returns, product errors, complaints, and compliance with Sales department.
  • Generate progress reports for both internal and external customers that communicate client successes, opportunities, and needs.
  • Assist in monthly AR review, reconciling and working to resolve past due AR on accounts assigned.
  • Conduct client account review meetings with internal team, operations, sales, and finance to ensure targeted performance goals are on track.
  • Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are on track.
  • Develop a thorough understanding of our products and service offerings to better upsell and cross-sell.
  • Identify upsell, cross-sell, and renewal opportunities and communicate regularly with the sales team.
  • Regularly communicate cross-functionally with key constituents, providing status updates on key customer deliverables.
  • Provide status updates to the Sales Manager and Client Success Manager to discuss progress, recommendations, and new ways to become more efficient and improve the business.

**Requirements:**

  • Minimum Associate's Degree in Business or related field; or equivalent work experience required.
  • Minimum of three years customer service sales experience.
  • Prior experience with order allocation a plus.
  • Prior experience using ERP systems, Plex system knowledge a plus.
  • Proven record of meeting or exceeding quotas and receiving positive customer feedback.
  • Proficient with common customer success and customer relationship management software, such as Salesforce a plus.
  • Prior working knowledge of International Shipping Laws and Regulations a plus.

Accutec Latam is an equal opportunities employer and welcomes applications from all qualified candidates. We are committed to diversity and inclusion in the workplace and are an affirmative action employer. We are an Equal Employment Opportunity employer that welcomes diversity in the workplace. We are committed to a work environment that is free from discrimination and harassment. We are an affirmative action employer and provide equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. We are committed to diversity and inclusion in the workplace and are an affirmative action employer.

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