CUSTOMER ACCOUNT ASSOCIATE RESUME EXAMPLE

Published: September 9, 2024 – The Customer Account Associate ensures efficient order management and fosters strong relationships with customers, particularly through managing special requests and monitoring delivery workflows. This role involves actively resolving customer inquiries, complaints, and return requests promptly, collaborating with 3rd party providers, and using SAP to track and process orders. The associate also continuously seeks opportunities to improve customer service by leveraging IT tools and striving to meet delivery deadlines and performance targets.

Tips for Customer Account Associate Skills and Responsibilities on a Resume

1. Customer Account Associate, Evergreen Financial Services, Portland, OR

  • Job Summary: 
  • Responsible for managing the portfolio by contacting customers that become delinquent or have contractual deficiencies, such as expired insurance or past due on engine programs.
  • Responsible for managing the Deficiency Portfolio through either collecting or making recommendations to close the file if an account is deemed to be uncollectible. 
  • Work closely with the supervisor and legal department to arrive at a plan for continued collection activity.
  • Interface directly with customers to develop and implement workout plans to bring their accounts into compliance. 
  • Provide payment relief for a period that would require an amendment or modification to their agreement.
  • Responsible for preparing and presenting at monthly and quarterly portfolio review meetings.
  • Work closely with various internal functions such as sales, credit, legal, documentation, customer service, asset management, accounting and senior management.
  • Take responsibility for receipt of the quality check confirmation via EDI from the 3rd party warehouse provider, and issuing of a credit note to the customer
  • Work collaboratively with all stakeholders in the Supply Chain – Supply and Demand Planning teams 
  • Manage critical product availability issues, taking into account customer sensitivity, Finance, and AR teams to resolve queries reorder to Cash process.
  • Work proactively on the continuous personal development that also supports business objectives
  • Ensure customers are regularly informed regarding any issues with product availability, sales over the forecast, delivery times and delays.


Skills on Resume: 

  • Portfolio Management (Hard Skills)
  • Deficiency Management (Hard Skills)
  • Legal and Supervisor Collaboration (Soft Skills)
  • Customer Workout Plans (Soft Skills)
  • Payment Relief and Modifications (Hard Skills)
  • Review Meeting Preparation (Hard Skills)
  • Stakeholder Coordination (Soft Skills)
  • Supply Chain Issue Resolution (Hard Skills)

2. Customer Account Associate, Summit Billing Solutions, Austin, TX

Job Summary: 

  • Develop relationships with customers.
  • Understand the customers’ needs and requirements.
  • Make sure the customer expectations are met.
  • Work with a team on issues and problems.
  • Generate new customer accounts and maintain existing accounts.
  • Receipt and entry of orders with a high level of accuracy
  • Communicate the response to the customer
  • Deliver slot booking with the customer/carriers
  • Validate quantity, pricing, and SCR details
  • Check promotional discount details, and evaluate product availability
  • Build an understanding of the relevant customers and marketplace
  • Manage/control and agree with the customer on any product substitutions and backorders.


Skills on Resume: 

  • Customer Relationship Development (Soft Skills)
  • Customer Needs Understanding (Soft Skills)
  • Meeting Customer Expectations (Soft Skills)
  • Team Collaboration (Soft Skills)
  • Account Generation and Maintenance (Hard Skills)
  • Order Entry and Accuracy (Hard Skills)
  • Customer Communication (Soft Skills)
  • Product Validation and Availability (Hard Skills)

3. Customer Account Associate, Horizon Client Services, Denver, CO

Job Summary: 

  • Contribute to the team’s achievement of the objectives set for Customer Supply Chain/Customer Service. 
  • Actively demonstrate corporate vision of outstanding customer service to all stakeholders through effective order management and the development of trusting relationships with all customers, especially those under her/his responsibility.
  • Manage special customer requests (Pick & Pack)
  • Follow-up of open deliveries
  • Manage the delivery priorities and monitor workflows with the 3rd party warehousing provider.
  • Respond to customer inquiries, claims and complaints within agreed departmental time frames.
  • Proactively use shared daily/weekly/ monthly reports that show order status and performance 
  • Receipt of return requests from customers, evaluation of the request
  • Registration of requests with the 3rd party warehousing provider
  • Processing of return requests in SAP
  • Drive action for own accounts within the agreed time frame, follow up, discuss any challenges faced with the CSM to enable issue resolution and allow orders to be delivered on time and in full.
  • Strive to deliver the highest levels of Customer Service, identify opportunities for the continuous improvement of daily activities, and internal and external customer relationships by pro-active use of Information Technology tools


Skills on Resume: 

  • Supply Chain Support (Soft Skills)
  • Order Management (Soft Skills)
  • Special Requests Handling (Hard Skills)
  • Delivery Prioritization (Hard Skills)
  • Customer Inquiry Handling (Soft Skills)
  • Performance Reporting (Hard Skills)
  • Return Processing (Hard Skills)
  • Continuous Improvement (Soft Skills)
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