Customer Account Specialist

Workhorse Shared Services, LLC; Fort Mill (SC); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

End-to-end ownership

Cross-functional exposure

Customer-facing experience

Collaborative culture

Inclusive culture

Job summary

The Workhorse Group seeks a Customer Account Specialist to coordinate milestones from quote through delivery, ensuring accuracy and timely execution across Sales, Product Development, Packaging, Purchasing, Finance, and Operations.

The role requires strong attention to detail, problem solving, and effective communication to resolve issues before they impact execution. A fast-paced, collaborative environment supports growth and accountability.

Qualifications

• Experience managing complex timelines and milestone-driven processes.
• Strong attention to detail with data accuracy across systems.
• Experience working with customer portals, item setup systems, and tracking tools.
• Excellent communication and follow-up skills across internal teams and external partners.
• Ability to think critically, identify risks early, and drive solutions.

Responsibilities

• Own and manage customer milestones from quote through delivery.
• Build milestone trackers to ensure visibility and accountability.
• Validate information and approvals before advancing stages.
• Coordinate pricing, packaging, and customer requirements across systems.
• Track shipments and maintain shipment visibility through delivery.
• Investigate issues and coordinate corrective actions.

Skills

Milestone management

Data accuracy

CRM software

Communication

Problem solving

Tools

CRM software

Item setup systems

Tracking tools

Job description

About The Workhorse Group

The Workhorse Group is a U.S.-based product development, sourcing, and supply chain company serving leading retailers and consumer brands. We partner with manufacturers around the world to develop innovative consumer products while delivering exceptional quality, value, and service to our customers.

About The Workhorse Group

The Workhorse Group is a U.S.-based product development, sourcing, and supply chain company serving leading retailers and consumer brands. We partner with manufacturers around the world to develop innovative consumer products while delivering exceptional quality, value, and service to our customers.

We are seeking a highly organized and detail-oriented Customer Account Specialist to serve as a central point of coordination throughout the customer process.

What You’ll Be Doing

The Customer Account Specialist owns customer milestones, item setup, quote accuracy, order execution, and shipment visibility from quote through delivery. This role serves as the central point of coordination across Sales, Product Development, Packaging, Purchasing, Finance, and Operations to ensure deadlines are met, data is accurate, and issues are resolved before they impact execution.

This position requires strong independent judgment and critical thinking. The Customer Account Specialist is expected to understand the purpose and downstream impact of their work, identify missing or inconsistent information, and take ownership of issues through resolution rather than simply completing assigned tasks.

Customer Milestone & Process Ownership

• Own and manage customer and internal milestones from quote through delivery
• Build and maintain milestone trackers to ensure visibility and accountability
• Validate that information, approvals, and requirements are complete before advancing to the next stage
• Ensure shared data is accurate and aligned across teams and systems
• Proactively identify risks, inconsistencies, or process gaps and drive solutions through resolution

Customer Setup, Quotes & Item Management

• Create and maintain accurate customer profiles, documentation, and item setup
• Prepare, issue, and validate customer quotes for accuracy, completeness, and approvals
• Manage quote and item information within customer portals and internal systems
• Ensure pricing, quantities, packaging, timing, and customer requirements are aligned across systems
• Identify and resolve discrepancies before they create downstream issues
• Coordinate Certificates of Insurance with Finance as required

Purchase Order & Production Coordination

• Initiate and manage customer commitments aligned with approved quotes and timelines
• Track and reconcile Purchase Orders against commitments and coordinate Vendor Purchase Orders with Purchasing
• Validate pricing, quantities, dates, items, packaging, and approvals before release to production
• Partner with Packaging and Product Development to confirm artwork, specifications, and customer requirements
• Monitor production timelines, inspections, and readiness while proactively addressing risks or delays

Logistics & Post-Delivery Support

• Track shipments through final delivery and maintain visibility of key milestones
• Validate shipping documentation for accuracy, compliance, and customer requirements
• Proactively address shipment risks, discrepancies, and potential delays
• Investigate issues, identify root causes, and coordinate corrective actions
• Partner with Finance to resolve chargebacks using documented milestone history
• Identify recurring issues and recommend process improvements

WHAT MAKES YOU A STRONG FIT

• Experience managing complex timelines and milestonedriven processes
• Strong attention to detail with a focus on data accuracy across systems
• Experience working with customer portals, item setup systems, and tracking tools
• Excellent communication and followup skills across internal teams and external partners
• Ability to think critically, identify risks early, and drive solutions
• Highly organized with a strong sense of ownership and accountability
• Ability to balance multiple priorities while maintaining accuracy
• Comfortable working independently in a fastpaced, deadlinedriven environment
• Collaborative and adaptable when working across multiple functions

WHY THE WORKHORSE GROUP

The Workhorse Group supports complex product and retail programs by ensuring seamless execution across teams, systems, and global partners.

• Opportunity to own and drive endtoend execution across the product lifecycle
• Highvisibility role working across Sales, Product Development, Finance, and Operations
• Exposure to customerfacing processes and largescale retail programs
• Collaborative, fastpaced environment with strong leadership support
• Culture that values inclusion, diversity, and respect

The Workhorse Group is proud to be an LGBTQ+ friendly company, committed to fostering an inclusive workplace where all employees are supported and empowered to succeed.

Compensation

The Workhorse Group offers a competitive benefits and compensation package, with salary determined based on experience, qualifications, and work location. For roles performed in jurisdictions requiring pay transparency, the anticipated base salary range for this position is $45,000–$50,000.