Customer Account Coordinator

Join the California Dairies, Inc. (CDI) team, a farmer-owned cooperative dedicated to sustainably producing the highest quality dairy products while fostering a culture of innovation and collaboration. CDI products are delivered locally and around the world.

CDI’s Ingredients Group, with its DairyAmerica brand, supplies approximately 50 percent of all milk powder produced in the United States, exporting to over 60 countries around the globe. We market our high-quality milk powders to meet diverse domestic and export product specifications and individual country requirements.

We encourage you to be part of our team that's shaping the future of dairy, right from the heart of California!

We offer a generous total rewards package that includes:

• Hourly Wage $21.09- $29.93

• Family medical/dental/vision

• Retirement plans

• Paid holidays

• Paid vacation

• Tuition reimbursement

• Incentive Programs

Job Summary

Execution of orders from inception of contracts through final product and documentation distribution. Must have the ability to get along with co-workers, management personnel, customers, vendors, and employees in accordance with the company policies and working rules while ensuring a harmonious and conducive work environment.

Essential Functions

• Review and process all new contracts.
• Create contract confirmations, Proforma invoices, or any other documents required to execute a contract.
• Process all contracts and SO's for related shipments.
• Communicate any changes to customers and appropriate parties (I.e., production, plant, sales etc.)
• Allocate product to orders.
• Review purchase orders, shipping instructions and any associated templates received from customer or sales and obtain any missing/necessary information.
• Create and process documentation for each contracted shipment (i.e., Necessary Government certificates)
• Scan, make copies and prepare courier packages to send documents to customers.
• File AES through ACE Secure Data Portal for necessary contracts (U.S. Customs and Border Protection).
• Print, sign, stamp and send out documentation to customers as necessary.
• Partner with designated team member to review drafted LC for compliance.
• Prepare documentation to LC guidelines to present to the bank for payment.
• Prepare and review shipping instruction details for necessary documents.
• Review Ocean BOL’s for vessel shipments as necessary
• Handle dispatching of load to appropriate carriers (i.e., England, American, etc.)
• Request Rate for spot loads with Logistics Coordinator as needed.
• Review shipping logs from carriers to confirm loads are shipped accordingly.
• Provide weekly contract/shipment status updates to all customers for all contracts.
• Share and communicate booking information with customers. Address any concerns that may arise regarding shipping information with the Logistics Team.
• Ensure that pricing information is captured accurately on all contracts that are processed.
• Prepare credits and/or rebills as necessary for (i.e. split shipments, damage bags etc.)
• Assist in gathering information for Technical Services Team on claims, damages or credits.
• Partner with Technical Services team to process customer complaints.
• Promptly manage all customer communications, issues, and complaints.
• Must respond to emails within a 24 hour period of receipt. Must answer phones in a timely manner.
• Work with accounting team regarding prepayments of shipments
• Other job duties assigned.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Education and/or Experience

• High School diploma/GED or higher
• 2 years related office experience.

Qualifications

• Excellent computer skills with working knowledge of Excel, Word, Outlook and Navision programs
• Proficiency in operation of 10 Key Calculator
• Ability to effectively utilize all suitable forms of communication skills.
• Ability to problem solve, while thinking collaboratively
• Strong data entry skills and attention to detail
• Ability to prioritize work and multitask.

Language Skills

English is required as the spoken language but prefer bilingual Spanish and English. A well-modulated tonal volume is required with excellent dictation skills needed. This job may require frequent communication with personnel, customers and regulatory representatives.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The company will make reasonable accommodations that do not cause and undue hardship to the company if such accommodation enables individuals with disabilities to perform the essential functions of the position.

• Sitting/Standing/Walking: Sits frequently to answer calls, complete schedules/reports, fill out paperwork, answer emails, etc.
• Lifting/Carrying: The employee may lift up to 25 pounds on a frequent basis and 65 pounds on an occasional basis.
• Pushing/Pulling: Some pushing or pulling is required on an occasional basis.
• Bending/Stooping: Bends and stoops on an occasional basis.
• Squatting/Kneeling/ Crawling:May squat or kneel on an occasional basis.
• Twisting/Turning:
• Climbing/Balancing: May go up and down stairs and/or ladder on an occasional basis.
• Reaching: Reaches at or above shoulder level on an occasional basis.
• Grasping/Manipulating: Grasping and manipulating of papers, objects, and equipment will be required. Ability to use calculator and keyboard for data input will be required on an ongoing basis.

Traveling: Extended working hours and some domestic traveling

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The work is performed in an office environment.

ADA/FEHA

The Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California’s Fair Employment and Housing Act.

EEO

The Company is an equal employment opportunity employer.

This job description will be updated if duties and responsibilities change significantly. Job functions are subject to modification based on business necessity.