Account Operations Specialist I

The Account Operations Specialist Level 1 plays a crucial support role in managing the day-to-day operations of customer accounts. This position is responsible for handling order processing, ensuring data accuracy, and supporting customer service activities. AOS Level 1 ensures that customer needs are addressed in a timely and effective manner while supporting the overall efficiency of the operations team. This is an entry-level role with a focus on learning and growth within the account management and operational functions.

Key Responsibilities:

· Input customer orders into the P21 system, ensuring all information is accurate.

· Assist in processing incoming customer orders via phone, email, or other communication channels.

· Support the AOS Level 2 by handling routine orders and following up on material availability and special-order items.

· Serve as a secondary point of contact for assigned customer accounts, assisting with inquiries and requests.

· Address general customer queries under the guidance of the AOS Level 2.

· Help maintain positive customer relationships through effective communication and timely responses.

· Assist with reporting customer interactions and order updates to the AOS Level 2 or store manager.

· Help monitor order progress and work with delivery teams to ensure timely and accurate deliveries.

· Coordinate with internal teams (e.g., procurement, delivery staff, business development, etc.) to resolve issues and support the fulfillment of customer orders.

· Work closely with AOS Level 2 and other team members to provide seamless service to customers.

· Assist in process improvement initiatives by identifying any operational inefficiencies and suggesting solutions.

· Support AOS Level 2 in special projects, such as process improvement, CRM system updates, and order tracking enhancements.

  Skills Required:

• Ability to process orders and update data accurately.
• Strong written and verbal communication skills to assist customers and work with internal teams.
• Ability to manage multiple tasks and prioritize work effectively.
• Ability to collaborate and support others in a fast-paced environment.

Additional Details 

1. The role will primarily be performed in the office, but there may be opportunities for limited customer-facing interactions.

2. Regular work hours are typically from 7 AM to 5 PM, with flexibility based on business needs.