Client Management Specialist

Stephen Gould; Itasca (IL); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Stephen Gould seeks a Client Management Specialist to coordinate client portfolios, process orders, and manage budgets with a cross-functional team. You will ensure accurate ERP documentation, quotes, and shipments, while liaising with clients and suppliers to meet needs.

The role emphasizes communication, detail orientation and timely invoicing, with a hybrid work model supported by the company. Previous ERP and sales/service experience is valued.

Qualifications

• Associate degree in Business or related discipline plus 2 years of experience.
• Bachelor’s degree in business or related discipline highly preferred.
• Proficiency in Word, Excel, Outlook and virtual collaboration tools (Teams, Webex, Zoom).
• ERP system knowledge for core supply chain, manufacturing and related processes highly preferred.
• Experience in a corporate sales and service environment is preferred.

Responsibilities

• Assist with managing client product and business portfolios.
• Administer client activity: correspondence, orders, and budgets.
• Coordinate quotes, process orders and schedule shipments (land/air/sea).
• Maintain documents in ERP system and drive invoicing processes.

Skills

Client management

ERP Epicor

MS Word

MS Excel

MS Outlook

MS Teams

Webex

Zoom

Education

Associate degree in Business

Bachelor’s degree in Business or related discipline

Tools

Epicor ERP

Job description

What Makes Stephen Gould Exceptional.

Founded through a passion for entrepreneurship, our success is due to the ingenuity and tenacity of our extraordinary teams, bringing people and ideas together. With Stephen Gould, everything is within reach including an exciting career opportunity. We want you to join our team and build on our incredible 80-years of excellence. Stephen Gould looks for people that want to design and develop exciting solutions for a variety of engaged and passionate clients across the globe. With headquarters in Madison, New Jersey, 40 locations throughout the U.S and operations in six countries outside the U.S, we have grown tremendously while maintaining staying true to our 5 Principles: Stephen Gould - 5 Principals

What Makes Stephen Gould Exceptional.

Founded through a passion for entrepreneurship, our success is due to the ingenuity and tenacity of our extraordinary teams, bringing people and ideas together. With Stephen Gould, everything is within reach including an exciting career opportunity. We want you to join our team and build on our incredible 80-years of excellence. Stephen Gould looks for people that want to design and develop exciting solutions for a variety of engaged and passionate clients across the globe. With headquarters in Madison, New Jersey, 40 locations throughout the U.S and operations in six countries outside the U.S, we have grown tremendously while maintaining staying true to our 5 Principles: Stephen Gould - 5 Principals

Values and behaviors we look for:

• Strive for excellence, treat mistakes as opportunities for learning and growth.
• Have resilience and drive with accountability and responsibility when something doesn’t go as planned.
• Embrace change and be nimble though the dynamic and evolving environments.
• Nurture the connections you make, bolster your network with reliable and innovative ideas.

What will I do?

As a Client Management Specialist, you will assist with managing client product and business portfolios. This position encompasses the administration of client activity relating to composing client and supplier correspondence, processing orders, maintaining distribution spreadsheets, project tracking, research and managing budgets. The role works closely with clients, suppliers, and internal teams to best meet client needs.

If you like building innovative product solutions and feel a sense of responsibility for providing outstanding service to a client this role is a great fit! The Client Management Specialist r is the primary person responsible for following and managing an order from inception to payment. Communication, detail orientation, accountability, positivity, and time management are key to success.

• You will ensue that client portfolios and sales teams align to and emulate the company’s policies, procedures, and behavioral expectations. We lead with quality and heart in every interaction.
• You will communicate with sales agents, project managers, branch and corporate partners, clients, warehouse personnel and suppliers.
• You will assist with initiating quotes in support of client product requests
• You will receive, process and place client orders including scheduling shipment of goods via land, air and or sea.
• You will own and process Quality Management Standard documents - including ISO forms, Return Material Authorizations (RMA) and quality control action plans
• Within the ERP system (Epicor) you will capture of all supporting documentation for orders and portfolios included but not limited to freight invoices, inventory management documents and coordinate product receipt and release from location warehouse.
• You will work with Corporate Depts to ensure orders are processed for billing in a timely manner and drive the prompt collection of invoices.

This role is responsible for working directly with clients and sales teams within the Sales Department, and closely coordinate with various departments within the corporate office. You will have a dotted reporting line into the Sales Manager and report to the branch Office Manager.

Role Requirements

• Associate degree in Business or related discipline + 2 years of experience required.
• Bachelor’s degree in business or related discipline highly preferred
• High Proficiency in Microsoft Word, Excel, Outlook and virtual communication and collaboration tools – such as Microsoft Teams, Webex and Zoom highly preferred
• ERP (Enterprise Resource Planning) system knowledge for core supply chain, manufacturing, services, financial and other processes of an organization highly preferred.
• Ideally experience in a corporate sales and service environment is preferred
• This role offers the opportunity to work a hybrid working model.

THIS POSITION DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THE EMPLOYEE(S) INCUMBENT IN THIS POSITION. EMPLOYEES WILL BE REQUIRED TO FOLLOW ANY JOB-RELATED INSTRUCTIONS AND TO PERFORM ANY OTHER JOB-RELATED DUTIES REQUESTED BY ANY PERSON AUTHORIZED TO GIVE INSTRUCTIONS OR ASSIGNMENTS.

EEOC : Stephen Gould is an equal opportunity employer