Horseshoe Beverage Company LLC
Account Manager (Project Management)
Process EDI transactions including orders, invoices and other EDI transactions using EDI partner into our system. Maintain EDI system with customer and product information.
Onboarding new/existing customers to EDI.
Troubleshooting issues with EDI - engaging the correct internal departments to find and correct the root cause.
Maintaining/updating master data to ensure EDI transactions flow smoothly.
Receive orders from customers and maintain order documents. Review orders for acceptability within Trilliant Food and Nutrition policies. Orders are reviewed for accuracy of pricing, product, broker coding and addresses. Delivery date is reviewed for acceptability and a shipping method is assigned. Contact customer and/or broker to clarify or correct inaccurate orders and obtain revised documents. Orders are entered and transmitted to the warehouse in a timely manner to meet deadlines.
Assemble complete document package for each customer order. A complete package consists of purchase order (including deviation documents and new customer data as needed) and invoice. A purchase order may be received either as a physical document or an electronic document (EDI).
Receive requests for returned product and process according to Trilliant Food and Nutrition guidelines. Document all requests and advise Finance of any new returns.
Set up new customers. Obtain credit approval from Finance. Forward set up information to Finance and file appropriate customer documents in Customer Master files.
Review data entry and be responsible for data integrity.
Act as main communication channel for brokers and customers. Resolve critical customer issues with broker. Be responsible that brokers are aware of Trilliant Food and Nutrition policies. Take responsibility to see that all brokers requests are responded to within 24 hours.
Work with Sales, Marketing and Operations to ensure communication within Trilliant concerning handling of and priorities on customer issues.
Perform periodic reviews of shipments and audit for cost and effectiveness.
Perform other Customer Service duties as assigned.
Responsible for notifying QA/QC of any observed or reported product quality issues so that appropriate action may be taken.
Support the sales organization with new customer setup and new customer on-boarding.
Support the sales and finance team with the coordination of customer bill-backs and processing.