Customer Account Specialist

Description

The Customer Service Account Specialist acts as an extension of sales and is responsible for managing customer accounts, processing orders, and providing all necessary information to customers.

Duties and Responsibilities:

• Receive and accurately process all orders via phone, fax, website, email, and EDI from customers in a fast-paced environment.

• Provide knowledgeable answers to questions regarding product, product availability, and pricing.

• Reconcile Dealer/National Accounts by auditing transaction records including freight claims, proof of delivery, and processing credit and/or debits when necessary.

• Settle customer invoice discrepancies and ensure accounts are up to date.

• Implement pricing and discounts to various transactions submitted or requested by Sales.

• Process transactions involving government entities.

• Work closely with Sales and Credit departments to ensure proper implementation of programs.

• Process, review, and release Delivery Receipts, up to 200+ transactions daily.

• Process “end user” billing.

• Provide customer online support for orders, invoices, credit card payments, and other account information.

• Contact customers and release backorders in a timely manner, in accordance with the customer’s request and corporate policies.

• Handle customer complaints in a proper manner in coordination with related departments.

• Partner with Supply Chain team to obtain freight quotes, order status, and assistance for inbound inventory.

• Generate customized daily/weekly reports for customers using Access and Excel.

• Support the department in ensuring proper coverage for customers at all times.

Skills

customer service, call center, account management

Top Skills Details

customer service,call center,account management

Additional Skills & Qualifications

Essential Knowledge and Skills:

• Effective written and verbal communication skills.

• Superior customer service alongside excellent judgment and decision making.

• Proven track record of ability to handle high call volume with excellent performance levels.

• Must be proficient in the Microsoft Office Suite with an emphasis on Word and Excel.

• Ability to prioritize and manage multiple projects with strong attention to detail.

• Strong team player and ability to interact professionally with internal and external customers.

Experience Level

Intermediate Level

Job Type & Location

This is a Contract to Hire position based out of Santa Ana, CA.

Pay and Benefits

The pay range for this position is $23.00 - $24.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Santa Ana,CA.

Application Deadline

This position is anticipated to close on Sep 21, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.