Client Management Specialist

Hire Score LLC; Whitestown (IN); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Hire Score LLC in Whitestown, Indiana is seeking a Client Management Specialist to manage client portfolios, assist with orders from inception to payment, and communicate with suppliers and sales teams. This position requires proficiency in Microsoft Office and ERP systems. A hybrid work model is available after training, offering a flexible schedule of three days in-office and two days remote. The ideal candidate will bring strong communication and organizational skills to ensure successful client management.

Qualifications

• Experience in a corporate sales and service environment is preferred.
• Flexibility to work in a hybrid model after training.

Responsibilities

• Ensure client portfolios align with company policies and expectations.
• Communicate with various stakeholders to manage orders.
• Assist with initiating quotes and processing client orders.
• Maintain documentation within the ERP system.
• Partner with corporate departments to ensure timely billing.

Skills

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Proficiency in Microsoft Outlook

Virtual communication tools

Collaboration tools

Tools

ERP system

Job description

As a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role assists with managing client product and business portfolios including creating client and supplier correspondence, processing orders, maintaining distribution spreadsheets, project tracking, research and managing budgets.

The Client Management Specialist 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.

Flexibility to work hybrid, 3 days in office and 2 days remote, after training!

Responsibilities

• Ensure client portfolios and sales teams align to and emulate the company’s policies, procedures, and behavioral expectations. Leading with quality and heart in every interaction.
• Communicate with sales agents, project managers, branch and corporate partners, clients, warehouse personnel and suppliers.
• Assist with initiating quotes in support of client product requests.
• Receive, process and place client orders including scheduling shipment of goods via land, air and or sea.
• Own and process Quality Management Standard documents - including ISO forms, Return Material Authorizations (RMA) and quality control action plans.
• Within the ERP system, 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.
• Partner with Corporate Depts to ensure orders are processed for billing in a timely manner

Requirements

• Proficiency in Microsoft Word, Excel, Outlook and virtual communication and collaboration tools – such as Microsoft Teams, Webex and Zoom.
• ERP (Enterprise Resource Planning) system experience required.
• Experience in a corporate sales and service environment is preferred.
• This role offers the opportunity to work a hybrid working model following training.