Customer Account and Sales Coordinator

The Fleet Card Customer Account and Sales Coordinator performs various responsibilities involved around account management and sales support of Fuelz Fleet Card.

• Manage existing customer base to ensure accurate and timely resolution of service issues
• Answer inbound customer calls regarding Fuelz Fleet Card
• Promote good customer service in each customer contact to achieve outstanding customer satisfaction
• Act as a liaison between customer, outside sales force and vendor
• Provide sales team with rankings, volume decrease lists, and commission reports
• Administer Fleet Card vendor system and technology
• Communicate with internal customers in a clear manner regarding new account set‑up completion, via email and phone
• Review and correct errors on account setups as identified
• Coordinate with internal customers regarding missing or incomplete information prohibiting an account set‑up from being completed
• Initiate first contact with customer following the set‑up of a new account (First Touch program) to review account details to ensure ordering, delivery, billing, and payment accuracy
• Process new credit accounts, approvals, and credit line extensions for Fuelz Fleet Card customers
• Pull credit agency reports for new and existing Fuelz Fleet Card accounts
• Manage the aging of current Fuelz Fleet Card portfolios
• Maintain the logging and tracking of Fuelz Fleet Card credit accounts
• Communicate with Sales department in regards to credit of Fuelz Fleet Card accounts
• Responsible for the completion of any special projects or the assignment of other duties as requested by management

• High school graduate required. College courses preferred.
• Minimum of three years of sales administration and/or customer service experience
• Strong business management and financial skills
• Ability to make independent credit decisions with limited supervision
• Experience with establishing new customer set‑up and required paperwork and processes
• Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction while ensuring quality standards are met
• Proven data entry skills, attention to detail, and accuracy
• Ability to think critically and bring fresh perspective and ideas to the team
• Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction while ensuring quality standards are met.
• Ability to troubleshoot and coordinate multiple tasks while meeting deadlines
• Commitment to meeting the expectations and requirements of internal and external customers with a good sense of urgency
• Ability to work in a fast‑paced environment, performing multiple duties/tasks within defined deadlines
• Ability to work independently as well as with a team
• Demonstrate a professional and positive attitude during all internal and external customer interactions
• Effectively represents the company and responsive to the needs of internal and external customers
• Proven ability to prioritize and complete position responsibilities within the timeframe allotted
• Self‑driven and motivated individual with excellent planning and organizational skills
• Proven precision and attention to detail with a high level of accuracy
• Advanced computer skills and knowledge of Microsoft Office software. Previous sophisticated ERP system experience a plus
• Excellent interpersonal, written and verbal communication, and listening skills
• Proven experience identifying problems of varying complexities and finding effective solutions with few guidelines
• Sense of commitment with strong follow up skills

The work of this position is performed in a controlled office environment. This position requires the ability to work under pressure and communicate with a diverse population including other employees, customers, vendors, etc. This position also requires prolonged periods of sitting in a regular seated position as well as the use of general office equipment including phones, printers, computers, (mouse, keyboard, etc.)

The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the associate a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.

The McPherson Companies, Inc. is an Equal Opportunity Employer – M/F/Vets/Disabled.