Territory Account Specialist

Posted 5 Days Ago
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Menomonee Falls, WI, USA
In-Office
Senior level
Energy • Financial Services • Defense • Industrial
The Role
Provides customer service and account support for an assigned territory, handling orders, inquiries, pricing, shipping, invoicing, product availability, and order status. The role supports regional sales managers, manufacturer representatives, distributors, and internal departments. Responsibilities include resolving customer issues, prioritizing rush orders, recommending solutions, and building cross-functional relationships. Advanced Excel and Salesforce knowledge are required, while Spanish fluency is preferred.
Summary Generated by Built In
Job Summary & Responsibilities

Reporting to the Director of Sales Operations, the ideal candidate will have knowledge in the customer service field handling customer interactions, order entry, customer support both internal and external, shipping and invoicing.  The Territory Account Specialist will be the central point of contact within an assigned territory and provide world class customer service externally and internally. Externally, the Territory Account Specialist will support a Regional Sales Manager, a team of technical independent manufacturer representatives and a wide distribution network in their assigned region.  Internally, the position will interface with varying departments to assist with the day-to-day functions. The position is located at our headquarters facility in Menomonee Falls, WI

 

Essential Functions / Responsibilities:

  • Guide and process customer orders and inquiries in a fast-paced environment
  • Communicate with customers via phone, email and chat.
  • Solve customer problems and find best possible solutions.
  • Answer inbound calls with an elevated customer experience including product availability, order status, pricing, and shipping details to customers.
  • Respond to shipping inquiries and answer order status questions.
  • Provide proactive solution-based support and product recommendations via verbal and/or written communication directly with our customers
  • Prioritize rush orders and special requests
  • Collaborate and build cross functional relationships with internal and external customers, including within their work team

 

 

Preferred Qualifications

Knowledge, Skills & Experiences

The ideal candidate for the Territory Account Specialist will have the following educational background and experience:

  • Would work out of the Menomonee Falls, WI location
  • 5 years of CS experience for a manufacturer
  • Bi-lingual (Spanish) preferred but not required
  • Desire to provide the best possible experience for our customers
  • Thrive in a fast-paced environment with coaching support
  • Extensive computer, email, phone, communication
  • Collaborative and relationship building
  • Effective in identifying, analyzing, and solving problems
  • Conflict management and resolution
  • Time management skills
  • Positive can-do attitude
  • Self-motivated/ambitious
  • Advanced Excel knowledge (V-Lookup, Pivot Tables)
  • Understanding of CRM (Salesforce.com)
  • Effective written and verbal communication skills.

Skills Required

  • Five years of customer service experience for a manufacturer
  • Work from the Menomonee Falls, Wisconsin headquarters location
  • Advanced Microsoft Excel knowledge, including VLOOKUP and pivot tables
  • Understanding of Salesforce CRM
  • Effective written and verbal communication skills
  • Customer problem-solving, conflict management, and resolution skills
  • Time management and organizational skills
  • Spanish bilingual proficiency
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The Company
5,200 Employees
Year Founded: 1990

What We Do

Steel Partners Holdings L.P. is a diversified global holding company that manages a portfolio of businesses across various sectors, including diversified industrial products, energy, defense, supply chain management, logistics, banking, and youth sports. The company focuses on increasing long-term corporate value for stakeholders and shareholders through strategic acquisitions, investments, and operational excellence programs designed to enhance profitability and competitiveness.

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