Customer Account Specialist - Events Merchandise

Job Summary

The i6 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.
  • Record/capture sales information by client for monthly invoicing as needed for special client situations.
  • Prepare credits/information when necessary.
  • 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
• Identify/communicate/resolve issues related to production/quality, etc.
• Communicate regularly with production & sales as to status
• Identify process improvement opportunities.

• 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.

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.

• 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.

What We Offer

• Small company environment with room to grow
• Work – life balance with reasonable workweeks
• Paid vacation
• Paid holidays
• Various insurances, including health, dental, vision, life and disability plans
• 401(k) with company match

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