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Customer Account Specialist

General Summary: The Customer Account Specialist is the primary internal McNaughton-McKay contact for external customers and internal customers, including the outside...

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Findlay, Ohio

Hancock County


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Job Description

General Summary:

The Customer Account Specialist is the primary internal McNaughton-McKay contact for external customers and internal customers, including the outside sales staff. This position ensures the appropriate product is selected, ordered, and delivered to the customer based on the customers business needs.


Key Responsibilities:

1.Manages customer orders, changes, and cancellations as received via phone call, fax, or other electronic communication.

2.Determines, negotiates, and/or communicates pricing (including margins, discounts, payment terms, shipping charges, etc.), delivery terms, shipping instructions or restrictions, anticipated delays, and any additional information requested.

3.Uses discretion and judgment when negotiating price to maximize profit margin while meeting the Customers requirements.

4.Researches and identifies current vendors or other sources that carry non-stock product to fill Customer order. Negotiates pricing and delivery directly with these suppliers. Coordinates order placement with purchasing team.

5.Oversees large scale customer projects/orders ensuring product availability and timely delivery according to customer project timelines and goals.

6.Responds to Customer requests by providing information on product information, price, delivery, expediting, and tracking missing or delayed shipments.

7.Analyzes system generated reports to proactively track and/or expedite the status of open orders and quotes.

8.Provides Customer with product and technical support.

9.Receives, analyzes and processes Customer non-conformances. Initiates immediate containment actions to satisfy the Customer.

10.Acts as main point of contact between Customer and internal departments to ensure customer satisfaction.

11.Identifies opportunities to add-on or up-sell products to a customer that may benefit the customer, and suggests alternative products when a customers requested product is not available.

12.Works closely with Operations, Finance, Materials Management and/or Outside Sales to ensure timely billing, adequate inventory levels and accurate delivery.

13.Attends internal and external training on industry products and systems offered by our vendors.

14.Supports the quality initiatives set forth by the Region.

15.Follows all safety policies and procedures and completes the provided training.


Reporting Relationships:

Reports To: Customer Account Supervisor or equivalent

Direct Reports: None


Working Conditions: Normal office environment



EEO/AA/M/F/Vet/Disability Employer


The above statements are intended to describe the essential functions and related requirements of persons assigned to this job. They are not intended as an exhaustive list of all job duties, responsibilities and requirements.


Equal Opportunity Employer–minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

Job Requirements


1.A Bachelors degree or a pattern of continuing education preferred. High school diploma required. Additional experience will be considered in lieu of a bachelors degree or pattern of pursuing a degree.

2.High degree of knowledge of electrical distribution operations and/or similar product knowledge; two or more years of experience in operations, counter sales or in the electrical distribution industry required.

3.Effective written and verbal communication skills.

4.Ability to organize, prioritize and complete tasks at own initiative with minimal supervision.

5.Basic computer skills with MS Office products required with thorough knowledge of the business system required.


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