Sr Account Services Representative

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Lozier Corporation is an industry leader in providing store fixtures to major retailers across the U.S. and around the world. Headquartered in Omaha, Nebraska, Lozier began manufacturing fixtures in 1956, and originated the basics of today's shelving systems. Today, Lozier has over 4 million square feet of manufacturing and distribution space across facilities located in five states. We are committed to quality and service, building our business around integrity and respect, and investing in our people and communities.

We continue to invest in technology and people to ensure we remain competitive in the industry. That means opportunities for you to grow and develop as an employee and individual. Whether you have a clear idea of where you see yourself in your career or not, Lozier has a diverse range of departments with their own challenges and opportunities for growth to explore. You will find a welcoming and team-oriented environment where employees strive to not only help the company succeed but also help each other succeed, too.

POSITION SUMMARY

The Sr. Account Services Representative manages the order management process from order entry through production and delivery, meeting and exceeding customer expectations. They partner with sales representatives on the entire customer experience. This position frequently serves as the direct contact with the customer minimal sales involvement. Individuals are able to balance multiple projects and provide customers with both technical and analytical guidance in resolving problems. This position is self-managed, working directly with all levels of the organization; internally and with the customer. This role requires critical thinking, decision making and analytical skills, strong communication skills (written and verbal).

ESSENTIAL JOB FUNCTIONS

  • Collaborates with across all departments on day to day management of the sales orders
  • Manage systematic project order flow to achieve timely, quality results.
  • Manage customer projects and orders for assigned accounts to meet specific customer requests including customer meetings, facilitating schedules with production and shipping. Anticipates issues and addresses proactively.
  • Demonstrate ownership by partnering with leadership to develop best practices on account and order management that promote standardization and efficiencies.
  • Participate in the development of account processes that promote the standard order
  • Partner with the EDI team and sales in the qualifying and onboarding of customers to EDI
  • Provide timely and accurate information to customers regarding project and order statuses
  • Ability to adapt quickly to new accounts, systems and process changes, customer portals, and changes to desk load
  • Partner with sales and CI team on management and analysis of customer inventory programs according to best practices and business policies.
  • Provide input to leadership on process improvements and the development of best practices
  • Resolve invoicing and purchase order issues. Provide updates to leadership and sales on issue resolution
  • Partner with cross functional teams to create and maintain accurate customer and item master data
  • Manage quarterly price and surcharge changes according to account requirements.
  • Identify, communicate and independently resolve customer needs for credit, pricing, freight and delivery, invoicing, shipping, installation, special reports, or other administrative procedures.
  • Serve as an integral team member to develop new processes and procedures for new start-up customers.
  • Demonstrate regular attendance and timeliness in reporting to work, meetings, and completing assignments
  • Ability to work and interact well with others.

JOB QUALIFICATIONS

Education: Bachelor's Degree in business or relevant field preferred

Experience: Minimum of 5 years of customer service, sales support, or other related experience if non-degreed

Required Skills:

  • Intermediate or advanced communication skills
  • Intermediate PC skills (Excel, Word, Outlook)
  • Proven account management success
  • Demonstrated time management, organization and prioritization skills
  • Critical thinking, decision making and analytical skills, independent thinking

SPECIAL DEMANDS

  • 70% of the time spent working on a computer
  • Approximately 6-1/2 hours per day working at a desk
  • Ability to read fine print on store plans
  • Ability to travel

Lozier Corporation is an industry leader in providing store fixtures to major retailers across the U.S. and around the world. Headquartered in Omaha, Nebraska, Lozier began manufacturing fixtures in 1956, and originated the basics of today's shelving systems. Today, Lozier has over 4 million square feet of manufacturing and distribution space across facilities located in five states. We are committed to quality and service, building our business around integrity and respect, and investing in our people and communities.

We continue to invest in technology and people to ensure we remain competitive in the industry. That means opportunities for you to grow and develop as an employee and individual. Whether you have a clear idea of where you see yourself in your career or not, Lozier has a diverse range of departments with their own challenges and opportunities for growth to explore. You will find a welcoming and team-oriented environment where employees strive to not only help the company succeed but also help each other succeed, too.

POSITION SUMMARY

The Sr. Account Services Representative manages the order management process from order entry through production and delivery, meeting and exceeding customer expectations. They partner with sales representatives on the entire customer experience. This position frequently serves as the direct contact with the customer minimal sales involvement. Individuals are able to balance multiple projects and provide customers with both technical and analytical guidance in resolving problems. This position is self-managed, working directly with all levels of the organization; internally and with the customer. This role requires critical thinking, decision making and analytical skills, strong communication skills (written and verbal).

ESSENTIAL JOB FUNCTIONS

  • Collaborates with across all departments on day to day management of the sales orders
  • Manage systematic project order flow to achieve timely, quality results.
  • Manage customer projects and orders for assigned accounts to meet specific customer requests including customer meetings, facilitating schedules with production and shipping. Anticipates issues and addresses proactively.
  • Demonstrate ownership by partnering with leadership to develop best practices on account and order management that promote standardization and efficiencies.
  • Participate in the development of account processes that promote the standard order
  • Partner with the EDI team and sales in the qualifying and onboarding of customers to EDI
  • Provide timely and accurate information to customers regarding project and order statuses
  • Ability to adapt quickly to new accounts, systems and process changes, customer portals, and changes to desk load
  • Partner with sales and CI team on management and analysis of customer inventory programs according to best practices and business policies.
  • Provide input to leadership on process improvements and the development of best practices
  • Resolve invoicing and purchase order issues. Provide updates to leadership and sales on issue resolution
  • Partner with cross functional teams to create and maintain accurate customer and item master data
  • Manage quarterly price and surcharge changes according to account requirements.
  • Identify, communicate and independently resolve customer needs for credit, pricing, freight and delivery, invoicing, shipping, installation, special reports, or other administrative procedures.
  • Serve as an integral team member to develop new processes and procedures for new start-up customers.
  • Demonstrate regular attendance and timeliness in reporting to work, meetings, and completing assignments
  • Ability to work and interact well with others.

JOB QUALIFICATIONS

Education: Bachelor's Degree in business or relevant field preferred

Experience: Minimum of 5 years of customer service, sales support, or other related experience if non-degreed

Required Skills:

  • Intermediate or advanced communication skills
  • Intermediate PC skills (Excel, Word, Outlook)
  • Proven account management success
  • Demonstrated time management, organization and prioritization skills
  • Critical thinking, decision making and analytical skills, independent thinking

SPECIAL DEMANDS

  • 70% of the time spent working on a computer
  • Approximately 6-1/2 hours per day working at a desk
  • Ability to read fine print on store plans
  • Ability to travel
More Information on Careerlink
Careerlink operates in the HR Tech industry. The company is located in Omaha, NE. Careerlink was founded in 1992. It has 16 total employees. To see all jobs at Careerlink, click here.
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