Account Services Associate
A position at White Cap isn’t your ordinary job. You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities.
The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force behind this commitment.
Job Summary
Maintains existing accounts and processes new account applications. Ensures customer data is accurate and in-line with data governance standards.
Major Tasks, Responsibilities, and Key Accountabilities
• Provides customer service via phone, email, and chat for account updates, new account requests, tax questions, marketing attributes, and general inquiries.
• Creates and maintains customer account data in SAP, including billing, shipping, contact, and purchasing information.
• Serves as the primary point-of-contact for account-related issues. Partners with internal teams to resolve customer concerns.
• Processes customer credit applications.
• Validates tax exemption documents, codes tax exemptions and concessions to accounts, and corrects system generated tax inaccuracies.
• Investigates undeliverable shipments. Updates shipping information with carriers and in the master record as needed.
• Maintains quality and departmental metrics.
Nature and Scope
• Refers complex, unusual problems to supervisor.
• Under general supervision, exercises some judgment in accordance with well-defined policies, procedures, and techniques. Work typically involves regular review of output by a senior coworker or supervisor.
• None.
Work Environment
• Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
• Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles.
• No travel required.
Education and Experience
• HS Diploma or GED strongly preferred. Specialized skills training/certification may be required. Generally 2-5 years of experience in area of responsibility.
Preferred Qualifications
• Experience with commercial credit account service – HIGHLY PREFERRED.
• Customer Service experience with phone calls and email correspondence - PREFERRED.
• Computer savvy with business software, i.e., Excel, SharePoint, Outlook, Salesforce, Oracle - PREFERRED.
• Attention to detail.
• Critical thinking.
• Team player.
• Ability to work remote in a distraction-free office environment.
• The candidate selected for this role will live in the Central Time Zone.
• Business hours are 8-5 Central Time.
If you’re looking to play a role in building America, consider one of our open opportunities. We can’t wait to meet you.
Apply Now
Apply Now
The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force behind this commitment.
Job Summary
Maintains existing accounts and processes new account applications. Ensures customer data is accurate and in-line with data governance standards.
Major Tasks, Responsibilities, and Key Accountabilities
• Provides customer service via phone, email, and chat for account updates, new account requests, tax questions, marketing attributes, and general inquiries.
• Creates and maintains customer account data in SAP, including billing, shipping, contact, and purchasing information.
• Serves as the primary point-of-contact for account-related issues. Partners with internal teams to resolve customer concerns.
• Processes customer credit applications.
• Validates tax exemption documents, codes tax exemptions and concessions to accounts, and corrects system generated tax inaccuracies.
• Investigates undeliverable shipments. Updates shipping information with carriers and in the master record as needed.
• Maintains quality and departmental metrics.
Nature and Scope
• Refers complex, unusual problems to supervisor.
• Under general supervision, exercises some judgment in accordance with well-defined policies, procedures, and techniques. Work typically involves regular review of output by a senior coworker or supervisor.
• None.
Work Environment
• Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
• Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles.
• No travel required.
Education and Experience
• HS Diploma or GED strongly preferred. Specialized skills training/certification may be required. Generally 2-5 years of experience in area of responsibility.
Preferred Qualifications
• Experience with commercial credit account service – HIGHLY PREFERRED.
• Customer Service experience with phone calls and email correspondence - PREFERRED.
• Computer savvy with business software, i.e., Excel, SharePoint, Outlook, Salesforce, Oracle - PREFERRED.
• Attention to detail.
• Critical thinking.
• Team player.
• Ability to work remote in a distraction-free office environment.
• The candidate selected for this role will live in the Central Time Zone.
• Business hours are 8-5 Central Time.
If you’re looking to play a role in building America, consider one of our open opportunities. We can’t wait to meet you.
Apply Now
Apply Now