CUSTOMER ACCOUNT SPECIALIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: September 10, 2024 – The Customer Account Specialist has experience utilizing SAP and ERP systems for order entry, with a strong focus on customer service and problem-solving. This role requires proficiency in verbal communication, demonstrating professionalism and courtesy with employees, customers, and business contacts. The specialist is also adept at handling EDI orders and knowledgeable in Microsoft Office, particularly Outlook and Word, with familiarity in managing medical device or capital equipment orders.

Essential Hard and Soft Skills for a Standout Customer Account Specialist Resume
  • Customer Account Management
  • Order Processing
  • CRM Software
  • Contract Review
  • Pricing Strategy
  • RMA Management
  • Sales Forecasting
  • Compliance Adherence
  • Quoting Processes
  • Inventory Management
  • Communication
  • Problem Solving
  • Time Management
  • Attention to Detail
  • Conflict Resolution
  • Team Collaboration
  • Adaptability
  • Customer Focus
  • Multitasking
  • Initiative

Summary of Customer Account Specialist Knowledge and Qualifications on Resume

1. BA in Communications with 3 years of Experience

  • Experience in Sales, Customer Service, Purchasing, or Finance
  • Manufacturing working experience
  • Proficient in Microsoft Excel and the Office Suite.
  • Experience with an MRP System
  • Experience with a CRM system
  • Ability to resolve difficult and complex issues and to work with cross-functional departments
  • Strong customer focus with the understanding of how you will influence loyalty and customer experience through actions
  • Demonstrated analytical and project management skills
  • Excellent communication and customer experience skills
  • Aptitude for working collaboratively and cooperatively in a team environment.

2. BA in Finance with 2 years of Experience

  • The ability to handle more than basic customer service e.g. extensive customer contact and/or coordination on special, more complex projects, such as a kit
  • Excellent telephone skills with the ability to work with others
  • Ability to read and interrupt written forms of communication (customer Pos, change orders, PO special instructions, work instructions, etc.)
  • Order entry and order tracking experience
  • E-mail and Internet (customer portal) experience
  • Must be a self-starter, able to work independently, and motivated to follow through to closure
  • Ability to multi-task many projects at once, prioritize and escalate issues when appropriate
  • Must have computer proficiency
  • Strong team player
  • Excellent interpersonal and communication skills

3. BA in Business Administration with 5 years of Experience

  • SAP implementation or working knowledge of SAP
  • Strong analytical skills and experience
  • Advanced knowledge and proficiency in Microsoft Excel
  • Working knowledge of data warehouse/business intelligence software tools (Tableau)
  • Demonstrated ability to translate data sets into meaningful insights to influence optimal decisions with cross-functional partners
  • Detail-oriented with strong analytical, organizational, decision-making, problem-solving and presentation skills
  • Passionate, self-motivator, driven to achieve business objectives
  • Strong interpersonal, verbal, and written communication skills
  • Proven ability to “manage-by-influence” cross-functional teams without formal authority
  • Ability to drive effective business conversations with senior leaders and cross-functional partners

4. BA in Public Relations with 1 year of Experience

  • A good working knowledge of SAP 
  • Strong oral and written communication skills.
  • Ability to work effectively in a fast-paced, international, multicultural environment.
  • Possess strong organizational skills and be very detail-oriented with the ability to adapt to changing priorities.
  • Must have a customer-oriented mindset.
  • Ability to work well with others to accomplish common goals.
  • Experience working with Microsoft Excel and Word.
  • Demonstrated a sense of urgency, flexibility, and adaptability
  • Results-driven and understands the link between action and results
  • Must be fluent in English.

5. BA in Marketing with 4 years of Experience

  • Experience in customer service or a similar role 
  • Experience in customer account management 
  • Knowledge of supply chain/logistics in a consumer products or related industry
  • Intermediate MS Office and SAP experience
  • Knowledge of the organization's policies, procedures, practices, products, and services
  • Knowledge of and skill with Microsoft Office Suite, company computer systems, and office equipment, specifically Excel, Word, SAP, fax, scanner, and printers
  • Strong customer focus
  • Able to communicate clearly and effectively, both verbally and in writing, for a diverse range of internal and external audiences to ensure customers’ needs and requirements are met
  • Able to look beyond the current state and suggest improvements to processes, daily work activities, etc.
  • Able to conduct research into issues or situations, problem-solving skills

6. BA in Human Resources with 5 years of Experience

  • Experience with SAP or top-tier ERP systems.
  • Ability to clearly express oneself verbally in the English language using good grammar, vocabulary, and voice inflection
  • Must have a pleasant demeanor and clear telephone-speaking voice. 
  • Ability to communicate effectively with employees, customers, and other business contacts courteously and professionally.
  • Ability to use Microsoft products such as Outlook and Word.
  • Working knowledge of ERP system for order entry. 
  • Previous SAP experience within a Sales and/or Customer Service environment.
  • Experience working with EDI orders 
  • Strong customer service focus, ability to problem solve and follow through on customer requests or concerns.
  • Knowledge of medical device or capital equipment orders