Account Specialist (CSR) (Finance)

Position Details

The Account Specialist (CSR) at Stella-Jones is responsible for managing assigned Utility Pole customer accounts by handling a variety of pre/post sales functions to ensure the highest quality of customer service.

This role is based at our Lufkin, Texas or Cameron, Wisconsin manufacturing plants. To learn more about our utility pole products you would be supporting (including a 1 minute video overview), visit our product page: https://www.stella-jones.com/en/products/utility-poles

Key Duties:

• Contributes to the development of sales forecasts and targets.
• Assists with managing inventories, orders, and related transactions for assigned customers and territories.
• Maintains knowledge of all contractual and regulatory requirements of the customers.
• Verifies and posts details of business transactions to spreadsheets and databases.
• Investigates and resolves customer complaints and/or issues in an urgent manner.
• Reconciles report discrepancies and problems.
• Inputs customer and sales data into processing system according to company procedures.
• Reviews, balances, interprets, and corrects computer reports and submits to management upon request.
• Assists customers and other staff by answering questions related to accounts, procedures, and services.
• Monitor inventories in yards and may be responsible for Alliance customers as assigned.
• Provides input to the planning department to ensure that appropriate FG inventory levels are maintained and that replenishments are scheduled in order to meet the requirements of our customers.
• Reviews all quotes and orders to ensure accuracy and timely submission.
• Monitors transactions to ensure compliance with both company and industry procedures and regulations.
• Ensures all proper paperwork is filed in customer folders to meet department policy.
• Participates in the preparation and submission of RFQ's, RFP's, other formal quotations, and bids as requested by the customers.
• May need to be available to work additional hours and/or weekends to provide required customer storm response coverage, as appropriate
• May be required to attend customer service events and field calls with limited overnight travel
• Participates and contributes to company safety program.
• Performs other related duties as assigned.
• Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Qualifications:

• Two (2) or more years of overall customer service experience required; Five or more years of customer service preferred
• B2B customer service experience within the wood products, another industrial products industry, and/or utilities highly preferred
• Advanced proficiency in Microsoft Office (including Excel) required
• SAP (or other ERP system) experience a plus

Knowledge, Skills and Abilities:

• Strong organizational skills, proactive attitude with exceptional attention to detail
• Capability to multi-task and work under pressure of deadlines
• Ability to work in a team environment and interface interdepartmentally
• Demonstrated ability to review RFP's and to identify business issues
• Ability to make sound decisions with minimum supervision and delegates effectively
• Ability to build strong working relationships and have an excellent customer service record

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