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Client Account Specialist

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Onsite

Client Account Specialist

Northside Elevator

Client Account Specialist

8 days ago

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Important information


Contract type:

Permanent

Location:

Loyal, WI 54446, USA

Work mode:

Onsite

Published on:

16 October 2026

What they need


Position Summary

The Client Account Specialist manages assigned customer accounts from order entry through invoicing and month-end reporting. This role ensures accurate transactions, responds to customer questions, resolves account issues, and works closely with sales, operations, finance, and customer service to deliver a dependable customer experience.

What You’ll Do

· Manage customer orders from entry through invoicing, reviewing details for accuracy, pricing, and timely processing.

· Serve as a primary contact for order updates, invoice questions, and account follow-up.

· Research and resolve credits, adjustments, and account discrepancies with internal teams.

· Prepare and share month-end customer reports, including account activity, trends, and open items.

· Maintain accurate records and use business systems and Microsoft 365 tools to manage account activity.

· Identify opportunities to improve processes, reporting, accuracy, and the overall customer experience.

What You Bring

· Two years of experience in account management, customer service, order processing, invoicing, reporting, or related business support preferred.

· Associate’s degree in agricultural business, accounting, finance, or a related field preferred; equivalent experience will be considered.

· Strong attention to detail, organization, problem-solving, communication, and follow-through.

· Comfort working with numbers, invoices, account activity, and customer reports.

· Proficiency with Microsoft 365 and the ability to learn new business systems.

· A customer-focused, team-oriented approach and discretion with confidential information.

· Agricultural industry experience is a plus.

Why You’ll Love This Role

This is an opportunity to make a visible impact in a growing, family-owned company where your attention to detail, ideas, and customer relationships matter. You’ll gain broad exposure across the business, work with a supportive team, and help shape a dependable experience for the customers and producers we serve. If you enjoy solving problems, building relationships, and taking ownership of meaningful work, we encourage you to apply.

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Education:

  • Associate (Preferred)

Experience:

  • Customer service: 2 years (Preferred)
  • Order fulfillment: 2 years (Preferred)
  • Account management: 2 years (Preferred)

Work Location: In person

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