Customer Account Specialist - Wholesale
Listed on 2026-02-16
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Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM
Overview
The Customer Account Specialist serves as the primary contact for assigned accounts, delivering exceptional customer support while managing orders, inquiries, and issue resolution. This role partners closely with the Sales Team and cross-functional departments to maintain accurate account information, drive timely communication, and provide a seamless end-to-end customer experience.
Responsibilities- Provide daily customer service support for assigned key accounts
- Act as a central liaison between company sales representatives, customers, and internal teams
- Manage a high volume of inbound and outbound customer communications with professionalism and efficiency
- Accurately process sales orders, inquiries, and EDI transactions
- Resolve customer concerns and escalations using a proactive, solutions-focused approach
- Maintain detailed and accurate customer account records within CRM and internal systems
- Partner with sales, warehouse, and operations teams to ensure prompt and accurate order fulfillment
- Proactively communicate order updates, delays, and resolutions to customers
- Follow account-specific SOPs while ensuring compliance with customer requirements
- Prior experience in customer service, account management, or related roles
- Strong verbal and written communication skills with an emphasis on relationship building
- Exceptional attention to detail and follow-through
- Proven ability to manage multiple priorities in a fast-paced environment
- Strong organizational, time management, and multitasking skills
- Willingness to travel to industry markets as required
- Proficiency with CRM systems, Microsoft Office (especially Excel), EDI platforms such as True Commerce and SPS, and data entry tools
- Advanced working knowledge of Excel, including reporting, tracking, VLOOKUPs, and data analysis
- Ability to collaborate effectively in an on-site team environment
- Experience supporting major retailers such as TJ Maxx, Ross, Burlington, or Jerome's preferred
- Background in home décor, furniture, or related industries is a plus
- Positive, customer-focused mindset with a commitment to service excellence
- Bilingual in Spanish preferred/a Plus
- Strong Excel skills, including VLOOKUPs and pivot tables
- Experience with CRM and/or ERP systems;
Microsoft NAV experience is a plus - Clear, professional written and verbal communication skills
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
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