Account Specialist

Summary

The employee will be responsible for order entry and maintaining database files to monitor customer delivery requirements for their assigned customers. The employee will be responsible for tracking on-time delivery trends for their customers. The employee will work closely with the master scheduler and purchasing to ensure that production schedules for their customers are prioritized to optimize delivery schedules, and castings and forgings are ordered and inventoried properly. The employee will work closely with the account manager to handle the day to day customer relationships and also on long term forecasting. The employee will expedite as required and provide interface (along with the account manager) with their customers and production, purchasing, shipping and quality on a day to day basis. The employees’ work assignments will require minimal direction from Supervisor.

Essential Duties and Responsibilities

• Evaluate customer POs and confirm accuracy against LTA/active quote. Create applicable jobs upon PO acceptance and schedule accordingly.
• Responsible for owning the “life” of each job -02 and beyond (post -01 development job), mitigating issues impeding successful completion of jobs. Works closely with the Account Manager to resolve any internal and external issues.
• Be cross trained to assist other Account Specialists from time to time.
• Have daily interface with their customers on delivery and quality issues via email, phone, or correspondence through customer portals.
• Familiarity with assigned customer portals.
• Lead Open Order calls with customer.
• Analyze internal capacity reports and Electronic Scheduling Boards to determine accurate schedules to report to customers and update lead times as necessary.
• Track orders for their customers. Track order status via internal reporting, open order reports for submission to the customer, milestone charts, etc.
• Maintain reporting for on-time delivery to their customers.
• Perform Root Cause for on-time delivery issues.
• Work closely with all departments to prioritize production schedules.
• Communicate expedite request to ensure that outside service for their customers are prioritized correctly.
• Monitor finished goods and castings and forging inventory for their customers.
• Monitor anticipated revenue for management to determine monthly sales targets.
• Responsible for creating orders for all returns, reworks, and remakes due to quality issues.
• Monitor assigned dedicated machining centers; level-loading customer demand for production planning and management capacity analysis.
• Responsible for upholding PO delivery schedules per quote or LTA requirements for inventory reduction.
• Determine and communicate priority jobs for review by management at daily production meeting and to streamline throughput at Quality Control Inspection.
• Maintain all necessary records, files, and reports.
• Attend weekly sales meetings.
• Other duties as assigned.

Key Roles

• Accurately and effecrively completes data and order entry in a timely manner, verify all the data entry is correct, including due dates and pricing.
• Monitors and communicates to the rest of the company in a timely manner; customer forecasts of part demand and internal metrics.
• Works well with other departments to ensure timely part delivery, assigning correct due dates and communicating product flow within the company and to customers.
• Manages inventory levels for assigned customers and effectively balances low inventory levels with on time delivery.