Customer Service Account Lead

2 months ago


New Orleans, United States OTC Industrial Technologies Full time
Pay Range: $28-32

OTC is looking for a Customer Service Account Lead to join our team in New Orleans, LA

The Customer Service Account Lead is responsible for managing customer portals to ensure accurate invoicing, timely PO retrieval, and overall customer satisfaction. This role serves as the main point of contact for key accounts, focusing on efficient communication, problem-solving, and seamless integration of customer systems with internal processes.

What You'll Do:
  • Customer Portal Management:
    • Oversee customer portals for invoicing, PO retrieval, and related documentation.
    • Ensure accurate data entry, timely updates, and efficient resolution of portal-related issues.
    • Maintain a clear understanding of customer requirements and portal specifications, adapting processes to meet unique account needs.
  • Account Management:
    • Serve as the primary contact for assigned accounts, managing all aspects of customer communication and support.
    • Develop and maintain strong relationships with customer contacts, focusing on responsiveness and proactive problem-solving.
    • Collaborate with sales, finance, and operations teams to ensure accurate information flow and timely resolution of issues.
  • Process Optimization:
    • Identify and implement process improvements to enhance portal use, invoicing accuracy, and PO processing efficiency.
    • Work closely with IT to troubleshoot portal issues and recommend system enhancements.
  • Performance Tracking:
    • Monitor key metrics related to invoicing, PO retrieval, and customer satisfaction, providing regular reports to management.
    • Address issues promptly, working to maintain high levels of customer satisfaction and retention.
  • Assisting branch responsibilities as needed
What You'll Need:
  • 3+ years of experience in customer service, account management, or a similar role, ideally in industrial distribution or logistics.
  • Strong understanding of customer portals, invoicing, and PO management.
  • Excellent communication and interpersonal skills.
  • Proficiency in CRM software and ERP systems.
  • Detail-oriented with strong problem-solving abilities.
  • Proactive and able to work independently as well as collaboratively in a fast-paced environment.
  • Comfortable with data analysis and process improvement initiatives.
Perks of Working with OTC Industrial Technologies:

Health and Wellness
  • Medical, dental, and vision care coverage
  • Short-and long-term disability coverage, and life insurance
  • Wellness Discount
  • Safety shoes & glasses reimbursement stipend
Financial Benefits
  • 401(k) savings plan with an employer match of 50% on the dollar up to 6%
  • Robust referral bonuses
  • Relocation assistance
Work-Life Balance
  • PTO
  • Tuition assistance


Who we are:

At OTC Industrial Technologies, our people drive our success. With over 60 years of prioritizing talent investment and internal growth, we offer diverse career opportunities. We deliver top-quality products, technical expertise, and services at competitive costs by leveraging our team's experience and partnerships with leading vendors. Join us if you're motivated to be part of an exciting transformational journey. To learn more about OTC, CLICK HERE.

OTC Industrial Technologies is an Equal Opportunity Employer (EOE). We celebrate diversity and are committed to creating an inclusive environment for all employees.

This is a Monday through Friday 8am to 5pm position, based in the office located in New Orleans.
There is some lite travel required for training.

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