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National Accounts Customer Service Representative

The National Accounts Customer Service Representative supports a defined national customer base by owning cases end-to-end within a single customer and system structure. This role is responsible for dispatch coordination, order and billing processing, dealer assignment, and case resolution while ensuring accuracy across multiple systems.

Responsibilities:

  • Owns cases from initiation through closure for assigned national account customers on a high-volume basis.
  • Dispatch service requests to schedule salt deliveries.
  • Accept and process work orders in accordance with established procedures.
  • Assign accounts to the appropriate Culligan dealer based on territory and service needs.
  • Enter, update, and maintain accurate case information in Salesforce.
  • Communicate requests via email and phone with internal teams, dealers, and customers.
  • Proactively follow up on ETAs and assigned tasks to ensure timely completion.
  • Confirm work completion with dealers and customers.
  • Close cases once all services, billing, and documentation are complete.
  • Process billing in SAP, Ariba, and Corrigo systems.
  • Ensure accurate invoicing and timely dealer payment.
  • Assist with paper mail invoices and process accordingly if not already completed in system.
  • Provide assistance to Dealer Support Call Center Operations on a daily basis and more as needed.
  • Assist with administrative tasks related to national account servicing and case management.
  • Maintain organized documentation to support audits and operational accuracy.
  • Perform other tasks as needed.

 

Requirements:

  • High School Diploma required, Bachelor’s degree preferred.
  • 1+ year of experience of account management or customer service experience.
  • Basic proficiency in Salesforce preferred.
  • Basic knowledge of SAP and Ariba systems preferred.
  • Experience working with invoice processing preferred.
  • Familiarity with Microsoft Outlook and Excel.
  • Familiarity with Automatic Call Distributor (ACD) environments.
  • Accurate and efficient data entry skills.
  • Skilled in written and verbal communication skills.
  • Effective time management and organizational abilities.
  • Customer service–focused mindset.
  • Attention to detail in case, billing, and system management.
  • Basic problem-solving skills with the ability to escalate when appropriate.
  • Ability to manage multiple tasks while maintaining accuracy and follow-up.

 

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies in this position:

Resourcefulness                   Customer Focus                    Team Player

Passion                                 Integrity                                Analysis Skills

Communication                  Organization/Planning       Initiative

Target Salary Range: $40,000 - 52,000 per year, paid hourly.  Exact pay will be based on factors including, but not limited to relevant education, qualifications, experience, level, geographic location, and business and organizational needs.  Full-time positions are eligible for competitive benefits, including: paid time off, health, dental, vision, life, disability benefits and 401(k).