What are the responsibilities and job description for the Account Operations Specialist II position at BP Pump and Supply, Inc?
An account operations specialist is responsible for overseeing the day-to-day operations of specific customer accounts, ensuring smooth functioning by managing tasks like order entry, reporting, customer communication, process improvement, and monitoring key performance indicators (KPIs) to maintain high customer service standards and satisfaction; they act as the primary point of contact for customer needs, coordinating with internal teams to resolve issues and deliver timely results
Requirements
Key responsibilities may include :
- Customer Account Management :
- Manage all operational aspects of assigned customer accounts, including order entry. Be the point of contact for assigned accounts. Phone calls / texts, direct face-to-face contact, lunches, and invoice signing.
- Performance Monitoring :
- Tracking key performance metrics (KPIs) like response times, accuracy rates, and customer satisfaction levels to identify areas for improvement.
- Reporting and Analysis :
- Track customer interactions via CRM, update order information, and report data to store manager.
- Process Improvement :
- Identifying opportunities to streamline workflows, automate tasks, and enhance operational efficiency within customer accounts and report to store manager
- Communication and Collaboration :
- Acting as the primary point of contact for customers, addressing inquiries, resolving issues, and coordinating with internal teams to meet customer needs. Communicate additional revenue opportunities to the store manager and business development team.
- Data Management :
- Maintaining accurate customer information within internal databases and CRM systems.
Skills required :
AOS Level 2 : additional details :
