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Customer Excellence Planner

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Heartland Coca-Cola Bottling Company, LLC
Full Time position
Listed on 2026-07-16
Job specializations:
  • Supply Chain/Logistics
    Office Administrator/ Coordinator, Transportation & Logistics, Logistics Coordination, Dispatcher
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below

The Customer Excellence Planner is responsible for the day-to-day operations for a portfolio of customers. They are accountable for the successful execution of the first phase of the Load Lifecycle, which includes tender management, scheduling, rescheduling, and TMS load maintenance. The Customer Excellence Planner is also responsible for obtaining customer approval and assigning accessorial charges to loads where deemed necessary, communicating tracking statuses to the customer, and ensuring all TMS customer data is complete and accurate.

Duties & Responsibilities
  • Responsible for building, accepting or declining, scheduling and rescheduling of all loads within Red Classic’s TMS by utilizing customer email communication and/or portal access. Factors in hours-of-service requirements, transit times, and operational characteristics of each load when scheduling to ensure on-time service for the customer.
  • Serves as a point of contact by proactively communicating to customers when there are service issues or equipment constraints, while building and developing relationships with day-to-day contacts within all assigned customer accounts.
  • Conducts daily tracking and tracing of all loads that are scheduled to pick up and/or deliver and ensures load data is accurate to ensure timely billing and collections.
  • Responsible for obtaining all needed customer approvals prior to adding accessorial charges to a load. Accountable to the accuracy of accessorial charge calculations and coding with the TMS.
  • Responsible for ensuring all Company Profiles are maintained with all required and accurate data.
Knowledge, Skills, & Abilities
  • Excellent written and verbal communication skills.
  • Excellent time management and organizational skills.
  • Ability to work effectively in a team environment.
  • Ability to effectively multi-task.
  • Ability and willingness to adapt to change.
  • Ability to work in an office environment.
  • Detail oriented.
  • Proficient in Microsoft Outlook, Microsoft Excel, and Microsoft Word.
Minimum Qualifications
  • High school diploma or GED.
  • Knowledge acquired through minimum of 1 year of work experience.
Preferred Qualifications
  • Normal office environment, some warehouse, and manufacturing plant exposure (noisy conditions, extreme temperatures).

Equal Opportunity Employer - All qualified applicants will be considered for employment without regard to disability, protected veteran status, or any other characteristic protected by applicable law.

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