Customer Account Coordinator – Pharmaceutical/Healthcare Industry

Temecula, CA

Posted: 11/15/19 Employment Type: Temporary to Permanent Industry or Function: Administration Job Number: 19110102 - TEM Compensation: $17.00 - $18.00 per hour

Job Description

Job Purpose: The Customer Account Coordinator (CAC) supports processes throughout the Sales Operational areas and any other departments as necessary to align functions within SAP, reporting systems, and sales operational procedures.  Each CAC will be part of a 2 to 3-person team, each team will be responsible for a set group of accounts. 


** Please send resume for consideration and call Liz Valdez @ 888-513-9413 or 951-302-4750 ext. 411



  • Account creation, request submittals via credit applications, spreadsheets, and by email
  • Changes to existing accounts received by email or updated credit applications
  • Ensure that all credit applications are submitted with the necessary information and contact customers as needed to obtain additional information
  • Notify the Customer, Financial Services, and the Sales Representative of new/updated account information
  • Communicate to the appropriate parties when changes are made on accounts that will affect the following processes: order entry, accounts receivable, commission, pricing, or reporting
  • Enter and maintain E Invoicing, Shipment Notification, and Order Confirmation email set up
  • ABW creation and maintenance
  • Enter and maintain all pertinent fields within the customer database 
  • Add, change, and maintain Hierarchies attached to accounts
  • Complete a monthly matching of the GPO (Customer Group Purchasing) memberships against the customer database
  • Update or remove customer Hierarchy depending on results from monthly matching



  • Enter and maintain customer specific licensing and other identifying codes in SAP
  • Validate licensing by using third party website, directly on the state’s website, or calling the agency directly to verify the license.
  • Track and audit license expiration dates on a monthly basis
  • Evaluate licensing when there is an address or license change
  • Be available to search and validate licensing, while a customer is in the process of placing an order with Customer Service
  • Communicate verbally, electronically or by phone call any license exceptions or challenges to those involved in the account – Customer Service, Materials, Sales, and Customers



  • Verify the validity of each request received
  • Manage the complete process for the following type of adjustment transactions
  • Field Transfers
    • Request received from the Sales rep, facilitate the physical transfer of product, provide the necessary documents to the customer and ensure the customer sends back the completed forms, process the transactions into SAP
  • Returns
    • Communicating the return process to the customer, send the necessary paperwork, and process the transaction in SAP
    • Assist with many types of returns; standard, Flu, Flu Excise Tax, and recalls 
  • Credit/Rebills
    • Requests received for chargeback, discounts, and payer issues
    • Enter the credit and rebills into SAP 
  • General Credits
    • Issue credits in SAP for; damaged/disposed offsite, manufacturer product complaint, customer satisfaction, and freight


  • Scan documents into Kodak on a regular basis, at least weekly
  • Run standard account sales report utilizing the BI tool
  • Clearly communicate challenges and issues verbally, electronically, or by phone 
  • Continually develop and maintain company's image and corporate philosophy
  • Continuously strive to improve processes, service quality to internal and external customers, and employee relations
  • Display dedication to the position responsibilities and achieve assigned goals and objectives
  • Support team members with questions or assist with processes
  • Other duties as assigned


Salary Range: $17 – 18 per hour


Benefits: (once hired perm)

  • Medical & Dental Insurance 
  • Retirement Savings Plan 401(k)  
  • Paid Time Off (Float & Sick)
  • Holiday Pay
  • Life Insurance; LTD
  • Aflac

Job Requirements

Job Requirements:

  • Minimum of five (5) years of experience in operations/customer service
  • Proficient in Microsoft Word, Excel, and Access, above basic knowledge
  • Experience in SAP (ERP System) preferred
  • Ability to communicate effectively with internal/external Customers/management at all levels
  • Must have strong analytical skills and accuracy plus diligence to the task at hand;
  • Must possess excellent written and verbal communication skills
  • Desire and ability to take on new responsibilities and tasks;
  • Ability to solve moderately complex problems;
  • Ability to work independently and make decisions based on guidelines of job description.
  • Keep commitments and timelines


Educational Requirements:

  • High School diploma or equivalent
  • Associate degree or some college coursework preferred



Meet Your Recruiter

Elizabeth Valdez
Sr Executive Account Manager/Recruiter

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