Customer Account Specialist

A well-known manufacturing client of Insight Global is looking to bring on a Customer Account Specialist in Charlotte, NC. This role is hybrid, with 3 days a week onsite in the office. The main focus is making sure B2B customers get top-notch service—processing orders, handling special requests, building strong relationships, and helping drive company profits. You’ll be juggling a high volume of inbound calls from customers, plant contacts, carriers, and field sales. They’re looking for someone who’s collaborative, a strong team player, thinks analytically, and can make smart decisions independently. If you’re highly motivated and thrive in a fast-paced, high-performing team, this could be a great fit.

Day to Day:
• Receive and process orders via inbound telephone calls, email, and EDI from B2B customers.
• Expedite as required to ensure customer satisfaction. Responsible for confirming order, product availability, delivery status using company guidelines and assigned distribution lanes.
• Build effective team unity through collaboration, trust, and accountability as a member of a high-performance work team to deliver profitable results to our customers.
• Assure to follow all company policies regarding product information and sales policy portals to ensure all customer transactions are accurate.
• Create action plan with external sales team to meet established goals and objectives for volume and market share.
• Track customer facing measures to include missed order and shipment reporting.
• Research and resolve customer disputed items while working with the customer solution team.
• Maximize daily shipments and volume while working with the BMD insides sales team to contribute to company’s market share and achieve sales volume targets.
• Collaborating with customer solutions team and sales.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

• Associate’s degree or equivalent work experience required. Undergraduate degree preferred.
• 3–5 years of experience in a corporate environment
• Excellent telephone skills required in order to deliver the best experience to the customer. Requires a good attitude, attentiveness, timeliness, and personalization of each customer’s experience.
• Outgoing personality with strong organizational and time management skills.
• Resilient, persistent and dedicated sales skills conducted predominantly by phone.
• Proficient in Windows Operating Systems.

• Experience working in supply chain or logistics
• Proven leadership experience
• Consistency in past positions
• Client facing experience
• Experience using SAP
• Experience using a video conferencing platform like MS Teams or Ring Central

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.