Senior Customer Account Representative (On-Site)

JOA Human Resources; Sheboygan Falls (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

JOA is seeking a Senior Customer Account Representative, Global Production Support, to manage strategic accounts and drive replacement parts sales while providing after-sales solutions. You will build strong customer relationships, coordinate cross-functional teams, and help optimize equipment uptime through proactive account management and responsive support.

Successful candidates will have substantial inside sales experience, strong communication skills, and the ability to interpret technical

Qualifications

• Associate degree or equivalent combination of education and experience required.
• Minimum of five (5) years of experience in manufacturing, customer service, account management, or inside sales environment.
• Proven success in inside sales and account growth.
• Experience leading projects and implementing process improvements.
• Strong technical aptitude with the ability to learn and understand customer equipment and applications, JOA equipment and business processes.
• Demonstrated mechanical aptitude with the ability to understand, troubleshoot, and work with mechanical systems, equipment, and components preferred.
• Ability to interpret equipment layouts, mechanical drawings, assembly instructions, and technical documentation.
• Demonstrated commitment to proactively providing exceptional customer service and exceeding customer expectations.
• Strong investigative, problem-solving, and active listening skills.
• Excellent organizational skills with attention to detail and strong follow-through.
• Effective verbal and written communication skills.
• Strong mathematical aptitude, including basic arithmetic, metric conversions, exchange rates, and discount calculations.
• Intermediate proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Experience using CRM systems; Salesforce experience preferred.
• Experience using AutoCAD software preferred.
• Self-motivated, goal-oriented professional with a strong customer focus and desire to achieve results.

Responsibilities

• Develop and manage relationships with multiple customer accounts through inbound and outbound communications and regular customer interactions.
• Conduct customer site visits to strengthen existing relationships and establish new contacts.
• Proactively engage with customers to understand current and future needs and recommend appropriate solutions.
• Build rapport with customers by explaining product and service capabilities and addressing objections effectively.
• Assist with customer escalations and requests, ensuring timely and effective resolution.
• Partner with internal cross-functional teams to identify sales opportunities and generate leads within existing accounts.
• Analyze customer order history, machine history, and business requirements to develop recommendations that increase parts sales.
• Meet established monthly sales quotas and key performance indicators (KPIs).
• Collaborate with the Sales Manager and other team members to assist in developing pricing strategies for assigned accounts.
• Prepare quotations, process orders, and communicate lead times and estimated delivery dates to customers.
• Investigate and process warranty claims and returned goods authorizations (RGAs).
• Coordinate with internal departments to expedite orders and prioritize shipments as necessary.
• Coordinate the inclusion of all necessary documentation with shipments, such as product prints, Material Safety Data Sheet (MSDS) sheets, certifications, and special handling instructions.
• Monitor and track delayed purchase orders and shop orders, collaborating with Supply Chain team members to identify issues, drive improvements, and support on-time delivery.
• Maintain accurate and up-to-date customer and contact records within the CRM system.
• Manage applicable customer activities and opportunities in the CRM system to ensure visibility, accountability, and timely follow-up.
• Maintain accurate and current customer contact records and execution notes, enabling team members, management, and account backups to seamlessly support and execute customer requirements.
• Mentor and train new team members and support ongoing training for existing employees.
• Partner with management to develop and implement best practices related to customer service and account management.
• Create, update, and maintain GPS Inside Sales work instructions and documentation.
• Collaborate with sales and operations teams to develop and execute strategies for reducing excess inventory through customer sales opportunities, product substitutions, and inventory redeployment.
• Maintain familiarity with all major customer accounts and serve as a backup resource when needed.

Skills

Customer relationship management

Account growth

Project leadership

Process improvement

Mechanical aptitude

Technical aptitude

Communication

Analytical skills

Microsoft Office

Education

Associate degree or equivalent

Tools

Salesforce

AutoCAD

Job description

Where Skilled Minds and Hard Work Come Together.

Join JOA, where we are uniquely built to find creative solutions with the hands and minds of many. We think ahead for ourselves and our customers. We openly share to empower each other, embracing the unknown with a commitment to conquer any challenge. We are JOA.

TheSenior Customer Account Representative, Global Production Support (GPS), is responsible for building customer relationships and driving growth within assigned accounts through the sale of replacement parts and after-sales solutions. GPS supports customers throughout the production lifecycle by providing replacement parts support, technical product guidance, and solutions that help optimize equipment performance and uptime. Through proactive account management, customer engagement, and cross-functional collaboration, the Senior Customer Account Representative identifies growth opportunities, delivers an exceptional customer experience, and achieves established sales goals.

Essential Duties and Responsibilities

Customer Relationship Management

• Develop and manage relationships with multiple customer accounts through inbound and outbound communications and regular customer interactions.
• Conduct customer site visits to strengthen existing relationships and establish new contacts.
• Proactively engage with customers to understand current and future needs and recommend appropriate solutions.
• Build rapport with customers by explaining product and service capabilities and addressing objections effectively.
• Assist with customer escalations and requests, ensuring timely and effective resolution.

Sales Growth and Account Development

• Partner with internal cross-functional teams to identify sales opportunities and generate leads within existing accounts.
• Analyze customer order history, machine history, and business requirements to develop recommendations that increase parts sales.
• Meet established monthly sales quotas and key performance indicators (KPIs).

• Collaborate with the Sales Manager and other team members to assist in developing pricing strategies for assigned accounts.

Order Processing and Customer Support

• Prepare quotations, process orders, and communicate lead times and estimated delivery dates to customers.
• Investigate and process warranty claims and returned goods authorizations (RGAs).
• Coordinate with internal departments to expedite orders and prioritize shipments as necessary.
• Coordinate the inclusion of all necessary documentation with shipments, such as product prints, Material Safety Data Sheet (MSDS) sheets, certifications, and special handling instructions.
• Monitor and track delayed purchase orders and shop orders, collaborating with Supply Chain team members to identify issues, drive improvements, and support on-time delivery.

CRM and Data Management

• Maintain accurate and up-to-date customer and contact records within the CRM system.
• Manage applicable customer activities and opportunities in the CRM system to ensure visibility, accountability, and timely follow-up.
• Maintain accurate and current customer contact records and execution notes, enabling team members, management, and account backups to seamlessly support and execute customer requirements.

Process Improvement and Other Activities

• Mentor and train new team members and support ongoing training for existing employees.
• Partner with management to develop and implement best practices related to customer service and account management.
• Create, update, and maintain GPS Inside Sales work instructions and documentation.
• Collaborate with sales and operations teams to develop and execute strategies for reducing excess inventory through customer sales opportunities, product substitutions, and inventory redeployment.
• Maintain familiarity with all major customer accounts and serve as a backup resource when needed.

Qualifications and Requirements

Education and Experience

• Associate degree or equivalent combination of education and experience required.
• Minimum of five (5) years of experience in manufacturing, customer service, account management, or inside sales environment.
• Proven success in inside sales and account growth.
• Experience leading projects and implementing process improvements.

• Strong technical aptitude with the ability to learn and understand customer equipment and applications, JOA equipment and business processes.
• Demonstrated mechanical aptitude with the ability to understand, troubleshoot, and work with mechanical systems, equipment, and components preferred.
• Ability to interpret equipment layouts, mechanical drawings, assembly instructions, and technical documentation.
• Demonstrated commitment to proactively providing exceptional customer service and exceeding customer expectations.
• Strong investigative, problem-solving, and active listening skills.
• Excellent organizational skills with attention to detail and strong follow-through.
• Effective verbal and written communication skills.
• Strong mathematical aptitude, including basic arithmetic, metric conversions, exchange rates, and discount calculations.
• Intermediate proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Experience using CRM systems; Salesforce experience preferred.
• Experience using AutoCAD software preferred.
• Self-motivated, goal-oriented professional with a strong customer focus and desire to achieve results.