Katie Lovelace

Customer focused communication with business-to-business clients via email/phone in a non-call center environment. Purchase order entry/management into SAP system. Internal communication with production and transportation departments in regard to order fulfillment. Communicated any product shortages or transportation issues prior to order arrival only after researching multiple ways to resolve the problem or offer alternatives. Daily collaboration with internal credit and accounting departments in regard to potential customer financial issues related to order fulfillment. Researched invoice issues upon customer inquiry with appropriate internal departments. Daily email/phone/Teams communication with internal sales teams for account management purposes. Customer product complaints were managed daily via an external web based system then communicated internally to all departments involved. This role was an account management position with heavy collaboration with all departments involved in the order to cash cycle.

Audited proprietary systems for customer contracts while assuring accuracy based upon scheduled promotional events. Collaborated closely with various internal sales teams in regard to assigned accounts contract compliance. Reported weekly contract compliance KPI's to to upper management while following up timely on key measures and takeaways. Onboarded/Offboarded personnel into proprietary system assigning trade approval limits/accounts based upon sales hierarchy. Built and maintained excel reporting showing assigned approval limits as well as contract compliance of assigned accounts. Collaborated with internal Master Data teams to ensure accuracy of Sales/Customer hierarchy information. Educated sales on proprietary system navigation and input of scheduled trade events.

Onboarded/Offboarded internal personnel and a 3rd party broker into proprietary systems assigning trade approval limits and accounts based upon sales hierarchy. Collaborated with internal Master Data teams to ensure accuracy of sales and customer hierarchy information. Educated sales and a 3rd party broker on proprietary system navigation and input of scheduled trade events. Troubleshooting login issues with a 3rd party broker while collaborating heavily with overseas IT departments to resolve issues. Audited proprietary systems for customer contracts while assuring accuracy based upon scheduled promotional events. Collaborated closely with various internal sales teams and a 3rd party broker in regard to assigned accounts contract compliance.

Direct communication with business-to-business customers via email and phone in a non-call center environment. Purchase order entry into SAP system. Obtained production and transportation approvals for order fulfillment. Communicated any product shortages or transportation issues prior to order arrival. Collaborated internally with credit and accounting departments in regard to potential financial issues. Researched invoice issues upon customer inquiry with appropriate internal departments. Close communication with internal sales teams for account management purposes. Built and maintained positive business relationships.