What are the responsibilities and job description for the Customer Account Analyst position at Thomas Edwards Group?
This position will serve as an integral part of Company’s Sales Department and will work closely with the Director of Sales and Marketing and the accounting team.
Essential Job Duties
- Process sales orders (beginning to end) using EDI, retailer / customer systems and internal systems.
- Track logistics functions regarding new and processed orders
- Follow-up with retailer / customer regarding order changes and / or shipments.
- Manage B2B Client Service inquiries and issues.
- Assist in preparation of sales forecast, review client forecast and analyze sales trends.
- Maintain and update sales lead information in CRM.
- Ability to engage and interact effectively at all client levels.
- Coordinate sample shipments for perishable goods.
- Provides support for broker trade shows and participate in selling events as necessary.
- Coordinate client and broker set-up with the accounting department.
- Assist accounting to find payment and / or deduction backup when needed.
- Ensure accuracy of client services.
- Participate in internal audits.
- Update customer account information as needed.
- Coordinate and develop fact sheets, sales reports, revenue reports, proposals, etc. for management.
- Monitoring / analyzing competitive activity, customer, and market trends.
- Constantly update manager about the progress of sales and marketing, and provide reports on various sales metrics.
Competencies & Skill Requirements
Qualifications & Experience
