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Precision Measurement Inc Account Specialist - (OJT) in Fort Walton Beach, Florida

Account Specialist - On-The-Job Training MONDAY- FRIDAY 8:00 - 5:00

  • Price out/ resolve customer lists for calibration for firm-fixed contracts.
  • Ensure any expedite requests for calibration are communicated internally to appropriate personal and that customer documentation reflects clearly expedite request.
  • Ensure any special requests, such as expedite or special discrepancies are communicated and reviewed with the lab manager or techs.
  • Understand and are able to explain calibration levels to customers (standard, with data, or 17025 accredited with uncertainties).
  • Create on-site calibration quotes including calculation of the on-site fee.
  • Create and maintain on-site schedules including appropriate contacts.
  • Process, create and send quotes and invoices for customers in QuickBooks.
  • Creating and maintaining new customers or vendors in QuickBooks.
  • Review and process customer purchase orders submitted for calibration and repair services.
  • Create and send reports out of QuickBooks.
  • Track past due balances for customers and notify as required.
  • Procure quotes for subcontracted repair and/or calibration services both for customers and PMI standards and create PMI purchase orders.
  • Process and create packing slips for equipment being returned to customer upon completion of calibration services.
  • Notify customers of equipment that have failed calibration or found out of tolerance that require customer approval for repair or parts.
  • Order parts as requested, including maintaining documentation in appropriate forms monitoring tracking of expected delivery.
  • Manage/ track funding for blanket purchase orders in QuickBooks and contact customers to add funding as needed in form of a change order or new purchase order.
  • Notify Shipping/Receiving of new blanket purchases orders so they can update Indysoft to process customer equipment correctly.
  • Work in lab management software Indysoft and pull reports as needed.
  • Work in customer portals such as, S2P, Exostar/Epic, SAP, COUPA.
  • Complete any requested customer quality documentation.
  • Proficiency in Microsoft Office suite (Word, Excel, Outlook) and experience with database management systems.
  • Proficient in QuickBooks.
  • Able to navigate PMI server.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to multitask and prioritize tasks effectively in a fast-paced environment.

Equal Opportunities Employment

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.

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