Account Manager

Customer Account Manager Position Summary

We are seeking a detail-oriented and process-driven Customer Account Manager to manage existing customer accounts and support the Sales team with account administration, order coordination, account compliance, and customer follow-up.

This position is responsible for ensuring customer accounts are created and maintained according to company policies, required documentation is complete, account terms are followed, outstanding balances are monitored, and customer requests are properly coordinated with the appropriate internal departments.

The role is focused on account accuracy, policy compliance, customer coordination, and follow-through. It does not include business-development or outside-sales responsibilities.

Key ResponsibilitiesCustomer Account Management

• Manage and maintain existing customer accounts.
• Serve as a primary contact for account-related questions and customer requests.
• Maintain accurate customer information, account requirements, special arrangements, and important account notes.
• Regularly review customer accounts to ensure documentation, pricing, payment terms, and account status remain current.
• Ensure customer requests are properly documented, coordinated, and followed through to completion.

New Account Review & Setup

• Review new customer account requests according to established company policies and business rules.
• Verify company and contact information, billing and shipping details, tax-exempt certificates, credit applications, payment terms, pricing agreements, purchase order requirements, and other required documentation.
• Identify incomplete or inconsistent applications and follow up with the customer or Sales team for corrections.
• Ensure customers are assigned the appropriate account type, pricing structure, payment terms, tax treatment, and other account settings according to company policy.
• Escalate exceptions or requests outside established business rules to management for approval.

Account Balance & Payment Follow-Up

• Regularly review customer accounts for outstanding and past-due balances.
• Follow up with customers regarding overdue balances, payment status, and payment commitments.
• Coordinate with Accounting to verify payments, credits, open invoices, account balances, and payment-related issues.
• Notify the Sales team when account balances or payment issues may affect new or existing orders.
• Follow company policies regarding credit limits, payment terms, overdue balances, order holds, and account restrictions, and document all follow-up activity accurately.

Sales Order

Support & Customer Coordination

• Assist the Sales team with approved changes to quotations and sales orders, including products, quantities, billing information, shipping information, and delivery details.
• Review customer account status and account conditions before processing account-sensitive requests.
• Verify customer pricing, payment terms, purchase order requirements, and other account conditions when needed.
• Coordinate customer requests involving orders, invoices, payments, documentation, delivery, and other account-related matters with the appropriate internal team.
• Work closely with Sales, Accounting, Purchasing, Design, Warehouse, and Delivery teams to resolve issues and keep customers informed.
• Identify account or order issues early, track open items, and escalate policy exceptions or unresolved concerns to management.

Account Documentation, Compliance & System Accuracy

• Maintain organized digital and physical customer records and ensure important documents are properly saved and accessible.
• Identify missing, expired, or outdated documentation and proactively request updated information when necessary.
• Follow internal approval procedures before changing payment terms, pricing arrangements, credit conditions, tax status, or other controlled account information.
• Maintain accurate customer information, account notes, follow-up activities, and documentation in the company ERP/CRM system.
• Review account records for errors or inconsistencies, coordinate corrections, and protect confidential customer, financial, and company information.

Qualifications

• Strong attention to detail and ability to consistently follow established procedures and business rules.
• Strong organizational, documentation, and follow-up skills.
• Ability to enforce company policies professionally and consistently.
• Strong written and verbal communication skills.
• Comfortable discussing invoices, balances, payment terms, account requirements, and overdue payments with customers.
• Ability to manage multiple customer accounts, requests, and follow-up items simultaneously.
• Experience with customer accounts, accounts receivable, order administration, sales support, or customer service is preferred.
• Experience with ERP, CRM, accounting, or order-management systems is preferred; Odoo or a similar ERP system is a plus.
• Experience in wholesale distribution, customer account administration, or a related business environment is preferred.

Ideal Candidate

The ideal candidate is organized, responsible, consistent, and comfortable working within established company policies. This person should be someone who:

• Checks details carefully rather than making assumptions.
• Follows company rules and approval procedures consistently.
• Keeps customer records complete, organized, and up to date.
• Notices overdue balances, missing documents, or account problems before they create larger issues.
• Follows up persistently but professionally with customers and communicates clearly with internal teams.
• Knows when a request can be handled directly and when management approval is required.
• Takes ownership of open issues and follows them through to completion.

职位类型：全职, 其他

薪资： $18.00至$25.00（每小时 ）

福利:

• Paid time off

Work Location: 现场办公