Onsite Key Account Specialist: B2B Support & Insights

Recruiting - Original Template; Marshfield (WI); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Comprehensive Health Benefits

401(k) with company match

Paid time off

Annual clothing allowance

Wellness stipend

Company cell phone and laptop

Job summary

Nelson-Jameson, Inc. seeks a detail-oriented Key Account Specialist to serve as the inside partner to field-based Key Account Managers.

You’ll handle quotes, orders, returns, inventory coordination, and issue resolution while building strong customer relationships. In this office-based role, you’ll develop reporting, dashboards, and account analyses, using ERP/CRM tools to turn data into insights and enable proactive, cross-functional collaboration across Sales, Supply Chain, and Product teams

Qualifications

• High school diploma or equivalent.
• 2+ years in B2B customer service or related field.
• Ability to independently investigate problems and follow through to resolution.
• Strong customer-service mindset with proactive communication and problem-solving.
• Proficiency with Microsoft Office or Google Suite, including spreadsheets, and experience using ERP, CRM, or similar systems.
• Strong organization, communication, time management, and attention to detail with the ability to manage multiple priorities independently.
• Ability to learn complex customer, product, and business processes and apply that knowledge to practical customer solutions.
• Willingness to adjust work hours to support customers across multiple U.S. time zones.

Responsibilities

• Partner with field-based KAMs as the inside resource for assigned strategic accounts.
• Manage quotes, sales orders, returns, inventory coordination, backorders, and follow-up using ERP and CRM systems.
• Investigate customer and operational issues to identify root causes, engage internal partners, and follow through to ensure resolution.
• Analyze purchasing trends, sales performance, inventory activity, and customer data to identify risks, efficiencies, cost savings, and growth opportunities.
• Prepare dashboards, reports, presentations, and business review materials using Excel and other tools to turn account data into insights.
• Coordinate across Product, Sales, Supply Chain, Accounting, Logistics, and other teams to solve customer needs accurately.
• Identify opportunities to improve product standardization, ordering processes, e-procurement, and related processes across locations.
• Provide proactive, responsive support to customers across multiple U.S. time zones.

Skills

Customer service

Inside sales

Account support

ERP systems

CRM systems

Microsoft Office

Google Suite

Attention to detail

Multitasking

Communication

Time management

Education

High school diploma

Bachelor's degree in Business

Tools

ERP

CRM

Microsoft Office

Google Suite

Job description

Nelson-Jameson, Inc. seeks a detail-oriented Key Account Specialist to serve as the inside partner to field-based Key Account Managers.

You’ll handle quotes, orders, returns, inventory coordination, and issue resolution while building strong customer relationships. In this office-based role, you’ll develop reporting, dashboards, and account analyses, using ERP/CRM tools to turn data into insights and enable proactive, cross-functional collaboration across Sales, Supply Chain, and Product teams