National Accounts Coordinator

Specific Job Function:

• Manage the Site Survey process from dispatch to quote creation.

• Accurately document all account requirements for proper invoicing and reporting

• Provide regular communications for updates and reporting purposes to customers, dealers, and other members of Culligan.

• Respond to all inquiries from Culligan internal and external customers.

• Provide support to all Culligan customers & sales team. Will work closely w/ National Account Sales Mgrs.

• Accurately enter contact data and notes into a database for tracking, analysis, and reporting.

• Manage interface with National Accounts Portals as required by accounts to support sales and service.

• Process customer orders from initial proposal thru installation.

• Manage customer support functions as assigned.

• Demonstrate a professional and friendly demeanor to internal & external customers.

• Conduct customers' follow up to complete invoicing and service provider payments.

• Additional responsibilities as assigned by supervisor.

Requirements:

• Bachelor's degree or equivalent work experience

• Ideally to have 3-5 years supporting National Accounts Customer Service

• Familiarity and competency with data entry

• ERP data management experience (SAP, Salesforce, and CRM a plus)

• Experience in MS office required, strong proficiency in Excel required.

• Strong attention to detail and organizational skills

• Fast and accurate data entry skills

• Strong and effective verbal and written communication skills

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies in this position.

Resourcefulness Customer Focus Team Player

Passion Integrity Analysis Skills

Detail Orientated Organization/Planning Oral/Written Communication