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Account Coordinator

Beneficial Talent Source

Milford, OH · Posted October 26, 2026

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How AI is used in this kind of work

Among billing and posting clerks, AI is already used for some of the tasks. Measured exposure for billing and posting clerks: 19% (some).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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Skills this job asks for

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  • Excel
  • ERP

About the job

RESPONSIBILITIES/ DUTIES:

Serve as the primary point of contact for a designated group of National Account customers.

Manage the full order lifecycle: quotes, order entry, changes, RMAs, invoicing, and project updates.

Build and maintain strong customer relationships, acting as a trusted partner.

Coordinate closely with plant schedulers and production to ensure on-time delivery.

Communicate ship dates, delays, and changes proactively to customers.

Enter and verify quotes and orders per company guidelines using ERP systems.

Monitor production schedules vs. open orders to meet delivery commitments.

Troubleshoot and resolve order, invoicing, RMA, or installation issues.

Track and report on weekly performance metrics and key KPIs.

Collaborate with Sales, Production, Channel Partners, and Customer Project Managers throughout the sales-to-invoice cycle.

EDUCATION/EXPERIENCE:

Associates Degree in related field; or

Two years related experience including ERP software, order entry and management, customer service or combination of education and experience.

SPECIFIC KNOWLEDGE, SKILLS, LICENSES, CERTIFICATIONS, ETC:

Excellent written and oral communication skills.

Ability to effectively present information to other employees of the organization.

Excellent organizational skills with the ability to multitask.

Ability to develop and maintain Customer relationships.

Ability to learn and use business software such as Sage 100.

Excellent knowledge of Microsoft Excel and Word.

Energetic, self-motivated, organized with a positive attitude.

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