CUSTOMER ACCOUNT COORDINATOR RESUME EXAMPLE

Published: September 9, 2024 – The Customer Account Coordinator accurately sets up new lube and National Account customers after credit approval and coordinates with internal stakeholders to ensure all necessary information is complete. This role includes reviewing account details for accuracy, addressing errors, and following up with customers through the First Touch program and satisfaction surveys. The coordinator also provides weekly reports on customer setup and contact data, with additional reports.

Tips for Customer Account Coordinator Skills and Responsibilities on a Resume

1. Customer Account Coordinator, Blue Horizon Solutions, Tulsa, OK

Job Summary: 

  • Manage order process from end to end with dedicated Customers
  • Follow up and provide quick/appropriate resolutions
  • Manage and mediate all internal Supply Chain stakeholders
  • Partner with Sales to understand, meet and exceed Customers expectations
  • Follow up on quotations, and provide information to management on activity, trends, and competition.
  • Take responsibility for building customer relationships
  • Maintain currency with contacts and maintain CRM database.
  • Identify sales opportunities and proactively work to move customers along the path to purchase.
  • Fulfill customer requests regarding returns, order status, and shipping.
  • Collaborate across departments as necessary to ensure thorough customer assistance.
  • Advise Application Engineers and Marketing of customer trends, and requests


Skills on Resume: 

  • Order Management (Hard Skills)
  • Quick Resolutions (Soft Skills)
  • Stakeholder Mediation (Soft Skills)
  • Sales Partnership (Soft Skills)
  • Quotation Follow-up (Hard Skills)
  • Relationship Building (Soft Skills)
  • CRM Maintenance (Hard Skills)
  • Sales Opportunity ID (Hard Skills)

2. Customer Account Coordinator, Apex Client Services, Richmond, VA

Job Summary: 

  • Act as the point of contact between sales representatives and distributors.
  • Build rapport with current accounts, and explain product and service capabilities.
  • Take responsibility for entering purchase orders.
  • Contribute information to market strategy by monitoring competitive products and reactions from accounts.
  • Recommend new products and services by evaluating current product results, and identifying needs to be filled.
  • Heavy telephone and email correspondence with sales representatives and distributors.
  • Take responsibility for data entry via SAP.
  • Provide input on the website, newsletter, and other material that assist clients and facilitate sales.
  • Provide necessary documentation to the Shipping and Receiving Coordinator.
  • Fulfill website orders and requests.


Skills on Resume: 

  • Sales and Distributor Contact (Soft Skills)
  • Account Relationship Building (Soft Skills)
  • Purchase Order Entry (Hard Skills)
  • Market Strategy Contribution (Soft Skills)
  • Product Recommendation (Soft Skills)
  • Correspondence Management (Soft Skills)
  • SAP Data Entry (Hard Skills)
  • Website and Material Input (Hard Skills)

3. Customer Account Coordinator, Evergreen Financial Group, Boulder, CO

Job Summary: 

  • Process customer orders and verify stock levels to confirm accuracy in order fulfillment through to delivery
  • Follow up on orders to ensure on-time delivery
  • Troubleshoot potential problems and resolve issues as they arise
  • Partner with the Sales Team to meet and exceed customer’s service expectations
  • Confer with production, planning, shipping, warehouse, transportation, or common carrier personnel to expedite or trace missing, delayed shipments or “at risk” shipments
  • Making changes/revisions to orders
  • Communicate and work with customers to solve issues
  • Data Entry utilizing appropriate systems and programs
  • Ensure billing/demand is appropriately entered into the system
  • Provide weekly or monthly metrics for information and manage proactive feedback
  • Create customer sales orders in the system


Skills on Resume: 

  • Order Processing (Hard Skills)
  • On-Time Delivery Follow-up (Soft Skills)
  • Issue Troubleshooting (Soft Skills)
  • Sales Team Partnership (Soft Skills)
  • Shipment Expediting (Soft Skills)
  • Order Revision (Hard Skills)
  • Customer Issue Resolution (Soft Skills)
  • Data Entry and System Utilization (Hard Skills)

4. Customer Account Coordinator, Pinnacle Business Solutions, Albany, NY

Job Summary: 

  • Receive and process inquiries, orders, and requests received from both domestic and international customers via CRM system, phone, email, etc.
  • Act as the first point of contact for all customer requests for parts or unit availability, price quotations, delivery dates, and tracking of orders.
  • Work with other teams such as engineering, field service and accounting to solve customer problems.
  • Update, maintain and modify customer accounts in the CRM database from information received, according to department procedures.
  • Assist the Accounting department in establishing lines of credit by collecting information and documentation
  • Provide updates proactively on all quotes and orders within a set timeframe.
  • Make outbound survey calls, promotional sales calls, etc. to support marketing and sales initiatives.
  • Ensure customer satisfaction by maintaining customer contacts to ensure continuous customer confidence in the company, products, personnel, and policies.
  • Ensuring you are up to date on all product ranges
  • Provide administrative services


Skills on Resume: 

  • Inquiry and Order Processing (Hard Skills)
  • Customer Request Handling (Soft Skills)
  • Cross-Team Problem Solving (Soft Skills)
  • CRM Account Management (Hard Skills)
  • Credit Information Collection (Hard Skills)
  • Quote and Order Updates (Soft Skills)
  • Outbound Calls for Sales and Marketing (Soft Skills)
  • Customer Satisfaction Maintenance (Soft Skills)

5. Customer Account Coordinator, Crystal River Enterprises, Knoxville, TN

Job Summary: 

  • Liaise closely with internal and external customers to deliver a first-class service
  • Take responsibility for processing customer orders
  • Arranging any orders and scheduling accordingly
  • Reviewing of customer forecast/ordering profile to ensure business targets are met
  • Accurate recording and processing of all customer inquiries
  • Provide Key Performance Information to the Customer Service Manager
  • Carry out other sales support duties as and when required by the demands of the business
  • Resolving any invoice queries
  • Pro-actively developing new opportunities and orders from both existing and potential customers
  • Providing ongoing customer administration and management


Skills on Resume: 

  • Customer Liaison (Soft Skills)
  • Order Processing (Hard Skills)
  • Order Scheduling (Hard Skills)
  • Forecast Review (Hard Skills)
  • Inquiry Recording (Hard Skills)
  • KPI Reporting (Hard Skills)
  • Sales Support (Soft Skills)
  • Invoice Query Resolution (Soft Skills)

6. Customer Account Coordinator, Silver Peak Communications, Des Moines, IA

Job Summary: 

  • Responsible for setting up new lube accounts, timely and accurately, after the credit approval process.
  • Assist with setting up new National Account customers, as provided by ExxonMobil.
  • Communicate with internal customers regarding new account setup completion, via email and phone.
  • Review and correct errors on account setups as identified.
  • Coordinate with internal customers regarding missing or incomplete information prohibiting an account setup from being completed.
  • Initiate the first contact with customers following the setup of a new account (First Touch program) 
  • Review account details to ensure ordering, delivery, billing, and payment accuracy.
  • Contact customers daily from system-generated call sheets based on deliveries made in the prior two days to follow up with a brief customer satisfaction survey.
  • Provide weekly reports regarding new customer setup data, customer contact data, and additional reports as assigned.
  • Liaise with internal and external stakeholders


Skills on Resume: 

  • New Account Setup (Hard Skills)
  • National Account Setup (Hard Skills)
  • Internal Communication (Soft Skills)
  • Error Correction (Hard Skills)
  • Information Coordination (Soft Skills)
  • First Touch Program (Soft Skills)
  • Account Review (Hard Skills)
  • Customer Satisfaction Survey (Soft Skills)