Customer Account Representative

Pinnacle Technology
Los Angeles, CA

Job Description:

The Customer Account Representative is the main point of contact for customers. This role handles customer inquiries, processes orders, prepares quotes, and ensures smooth communication between customers and internal teams. The goal is to provide excellent customer service while supporting order management and production planning.


Key Responsibilities

  • Receive and enter customer purchase orders into the ERP system.
  • Prepare and send quotations and related documents.
  • Respond to customer emails and calls regarding orders and inquiries.
  • Act as the primary contact for customers and supply chain teams.
  • Coordinate with planning, finance, procurement, and manufacturing teams.
  • Track customer metrics and performance scorecards.
  • Manage customer portals (pricing, quantities, lead times, etc.).
  • Support demand forecasting and production planning.
  • Handle and resolve customer issues (delivery, pricing, warranty, etc.).
  • Assist senior team members and support internal meetings.


Required Qualifications

  • Bachelor’s degree or 1–2 years of relevant customer service experience.
  • Strong communication and customer handling skills.
  • Good attention to detail and ability to multitask.
  • Proficiency in Microsoft Office (Excel, Word, Outlook, etc.).
  • Experience with SAP, Salesforce/CRM is a plus.
  • Basic understanding of regulations (FAR/DFARS) is an advantage.
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