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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