CUSTOMER ACCOUNT REPRESENTATIVE RESUME EXAMPLE

Published: September 10, 2024 – The Customer Account Representative manages rental contracts in the company’s ERP system, ensuring timely billing, accurate documentation, and proper handling of project extensions. This role involves frequently interacting with customers to review project details, manage service and delivery tickets, and coordinating with service teams for equipment assignments. The representative also handles incoming calls, qualifies leads, and generates rental invoices while supporting operations beyond regular business hours.

Tips for Customer Account Representative Skills and Responsibilities on a Resume

1. Customer Account Representative, Global Solutions Group, Fort Wayne, IN

Job Summary: 

  • Perform as the primary contact between the Customers, Sales, Technical, Art, Brand Manager, Production, and, Shipping.
  • Know all assigned accounts thoroughly
  • Establish and maintain organized and complete records for all customer projects. 
  • Keep customer account profiles up to date.
  • Provide support to assigned Senior Sales Executives and Customers during the quoting/estimating processes.
  • Manage the Sales Orders from purchase order to delivery, and assist with the billing process of all assigned accounts for new and repeat orders. 
  • Communicate regular and reliable information to the customers.
  • Ensure accuracy on all orders so that orders flow efficiently and effectively
  • Communicate all customer changes to affected groups to ensure correct and timely alterations in costing, pricing, materials, production, and shipping.
  • Provide all necessary job information to Accounting to ensure accurate and timely billing of jobs.
  • Obtain a working knowledge of the customers' requirements and specifications.
  • Maintain detailed technical knowledge of manufacturing capabilities and develop knowledge of the changes and advancements in the label and packaging industries.


Skills on Resume: 

  • Account Management (Soft Skills)
  • Cross-Team Communication (Soft Skills)
  • Recordkeeping (Hard Skills)
  • Order Processing (Hard Skills)
  • Quoting Support (Hard Skills)
  • Attention to Detail (Soft Skills)
  • Manufacturing Knowledge (Hard Skills)
  • Change Coordination (Soft Skills)

2. Customer Account Representative, Horizon Materials Inc., Cedar Rapids, IA

Job Summary: 

  • Ensure all sales data is accurate and complete to maintain order, market, and backlog reporting integrity including schedule and associated dollars.
  • Raise export compliance concerns.
  • Serve as a central point of contact for customer inquiries. 
  • Provide customers with updated order and delivery status.
  • Responsible for inputting and maintaining data in the various business systems, ensuring data is current, accurate and complete.
  • Responsible for reviewing and disseminating Terms and Conditions,' special shipping instructions, configuration changes and quality requirements throughout the organization.
  • Prepare and provide weekly, monthly and quarterly reporting data.
  • Control and maintain master contracts/purchase order files.
  • Cross-train with assigned Senior Sales Executives and develop backup support.
  • Assist in all other duties under the Contract and Purchasing Manager.


Skills on Resume: 

  • Data Accuracy and Reporting (Hard Skills)
  • Export Compliance (Hard Skills)
  • Customer Inquiry Management (Soft Skills)
  • Order Status Updates (Soft Skills)
  • Data Entry (Hard Skills)
  • Terms and Conditions Review (Hard Skills)
  • Reporting and Analysis (Hard Skills)
  • Contract and Purchase Order Management (Hard Skills)

3. Customer Account Representative, Premier Manufacturing Systems, Boise, ID

Job Summary: 

  • Services the customer by solving problems, gathering/transmitting information and delivering the highest quality product.
  • Provides product quotations and samples to distributors.
  • Writes up, tracks and follows through on all custom orders.
  • Tracks customer’s orders through production and communicates any issues/changes to management and customers.
  • Attracts potential customers by answering product and service questions.
  • Maintains customer records by updating account information.
  • Perform inventory management duties for stocking and non-stocking products.
  • Ensure accuracy on all monthly, quarterly, and annual reporting for Products Created, Aged Inventory, and Sales Data that is required by Phenix and the Customer.
  • Attend and actively participate in the department's PBL meetings.
  • Resolves product or service problems by clarifying the customer's complaint, determining the cause of the problem, selecting/explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution.


Skills on Resume: 

  • Problem Solving (Soft Skills)
  • Quoting and Sampling (Hard Skills)
  • Custom Order Management (Hard Skills)
  • Order Tracking and Communication (Soft Skills)
  • Customer Inquiry Response (Soft Skills)
  • Account Record Maintenance (Hard Skills)
  • Inventory Management (Hard Skills)
  • Reporting Accuracy (Hard Skills)

4. Customer Account Representative, Stellar Logistics Services, Little Rock, AR

Job Summary: 

  • Duties to be carried out at all times in compliance with business conduct policies and guidelines, including health and safety guidelines.
  • Take responsibility for setting new customers up
  • Take responsibility for the management of the order process
  • Create detailed instructions for shipping and export/import activities
  • Create required export documents (EUR1, Certificate of Origin, Bills of Lading, etc.)
  • Maintain internal reports and databases (rolling forecast sheet, dispatch report, etc)
  • Develop strong relationships with customers, connect with key business employees and ensure all tasks are completed within the agreed timescales.
  • Answer client queries and be the first point of contact for any customer complaints.
  • Liaise with cross-functional internal teams (including production site personnel based in China and planning departments) to improve the entire customer experience.
  • Occasional administration duties (shared within the team) including incoming telephone answering, receipt and dispatch of the post, catering for visitors, organizing supply of tea coffee, etc., data entry onto SAGE, expenses, contract filing


Skills on Resume: 

  • Compliance with Policies (Hard Skills)
  • Customer Setup (Hard Skills)
  • Order Management (Hard Skills)
  • Shipping and Export Documentation (Hard Skills)
  • Report and Database Maintenance (Hard Skills)
  • Customer Relationship Management (Soft Skills)
  • Client Query and Complaint Handling (Soft Skills)
  • Cross-Team Collaboration (Soft Skills)

5. Customer Account Representative, Peak Performance Technologies, Reno, NV

Job Summary: 

  • Recommend and select services for customers based on their needs and desires
  • Provide excellent customer service and solve customers' problems
  • Favorably compare clients' products/services to those of their competitors
  • Contribute ideas about how to boost sales
  • Work alongside like-minded team members
  • Be a part of a growing and thriving sales industry
  • Research, prioritize and resolve clients' requests
  • Maintain a balance between company policy and client benefit in decision-making
  • Responsible for utilizing and maintaining proprietary as well as commercial applications
  • Provide support with other miscellaneous projects, filing and research
  • Continuously evaluate and identify opportunities to drive process improvements that positively impact the client and the company


Skills on Resume: 

  • Service Selection (Soft Skills)
  • Customer Service (Soft Skills)
  • Product Comparison (Hard Skills)
  • Sales Strategy (Soft Skills)
  • Teamwork (Soft Skills)
  • Client Resolution (Soft Skills)
  • Application Maintenance (Hard Skills)
  • Process Improvement (Soft Skills)

6. Customer Account Representative, BrightPath Distributors, Huntsville, AL

Job Summary: 

  • Set up and manage rental contracts in the company’s ERP. 
  • Assure rental extensions are validated and new contracts are billed timely and accurately.
  • Frequent direct contact with customers to review project details and extensions.
  • Manage all documentation associated with rental contracts (POs, extensions, delivery/service/pickup tickets, and all other pertinent documentation).
  • Manage incoming calls including company-wide calls to toll-free lines. 
  • Qualify leads and forward calls to the proper personnel.
  • Generate and distribute rental invoices. Assure all invoicing is vouchered against valid POs.
  • Support operations outside of normal business hours
  • Work closely with the Service Manager and Service Techs to assign equipment and components to rental contracts and ensure the accuracy of delivery tickets.
  • Work with the Service Manager, review service tickets daily, and identify billable service calls.
  • Become familiar with the rental fleet and overall company objectives.


Skills on Resume: 

  • ERP Contract Management (Hard Skills)
  • Billing Accuracy (Hard Skills)
  • Customer Communication (Soft Skills)
  • Documentation Management (Hard Skills)
  • Call Management (Soft Skills)
  • Lead Qualification (Soft Skills)
  • Invoice Generation (Hard Skills)
  • Service Coordination (Soft Skills)