Customer Account Coordinator

Join the California Dairies, Inc. (CDI) team, a farmer-owned cooperative dedicated to sustainably producing the highest quality dairy products while fostering a culture of innovation and collaboration. CDI products are delivered locally and around the world. Our Visalia corporate office serves as the central hub for the CDI enterprise, driving strategic decision-making, innovation, overall business support, and growth across our diverse portfolio of dairy products and brands. We encourage you to be part of our team that's shaping the future of dairy, right from the heart of California!

Our commitment to CDI employees: 

We believe in valuing our team with a total rewards package that goes beyond the basics. You'll find we offer competitive pay and incentive programs designed to recognize and reward your contributions. Competitive medical, dental, and vision benefits, generous paid time off, sick days & holidays, retirement plans designed to secure your future. We don't stop there. We've also cultivated a variety of valuable programs focused on your personal well-being and professional growth, ensuring you have the support you need to both inside and outside of work.

Job Summary

Execution of orders from inception of contracts through final product and documentation distribution. Must have the ability to get along with co-workers, management personnel, customers, vendors, and employees in accordance with the company policies and working rules while ensuring a harmonious and conducive work environment.

Essential Functions

• Review and process all new contracts.
• Create contract confirmations, Proforma invoices, or any other documents required to execute a contract.
• Process all contracts and SO's for related shipments.
• Communicate any changes to customers and appropriate parties (I.e., production, plant, sales etc.).
• Allocate product to orders.
• Review purchase orders, shipping instructions and any associated templates received from customer or sales and obtain any missing/necessary information.
• Create and process documentation for each contracted shipment (i.e., Necessary Government certificates).
• Scan, make copies and prepare courier packages to send documents to customers.
• File AES through ACE Secure Data Portal for necessary contracts (U.S. Customs and Border Protection).
• Print, sign, stamp and send out documentation to customers as necessary.
• Partner with designated team member to review drafted LC for compliance.
• Prepare documentation to LC guidelines to present to the bank for payment.
• Prepare and review shipping instruction details for necessary documents.
• Review Ocean BOL’s for vessel shipments as necessary.       
• Handle dispatching of load to appropriate carriers (i.e., England, American, etc.).
• Request Rate for spot loads with Logistics Coordinator as needed.
• Review shipping logs from carriers to confirm loads are shipped accordingly.
• Provide weekly contract/shipment status updates to all customers for all contracts.
• Share and communicate booking information with customers. Address any concerns that may arise regarding shipping information with the Logistics Team.
• Ensure that pricing information is captured accurately on all contracts that are processed.
• Prepare credits and/or rebills as necessary for (i.e. split shipments, damage bags etc.).
• Assist in gathering information for Technical Services Team on claims, damages or credits.
• Partner with Technical Services team to process customer complaints.
• Promptly manage all customer communications, issues, and complaints.
• Must respond to emails within a 24-hour period of receipt. Must answer phones in a timely manner.
• Work with accounting team regarding prepayments of shipments.
• Perform other duties as assigned.

Qualifications (Knowledge, Skills, and Abilities) 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Excellent computer skills with working knowledge of Excel, Word, Outlook and Navision programs.
• Proficiency in operation of 10 Key Calculator.
• Ability to effectively utilize all suitable forms of communication skills.
• Ability to problem solve, while thinking collaboratively.
• Strong data entry skills and attention to detail.
• Ability to prioritize work and multitask.
• Must demonstrate good judgement when carrying out duties as assigned.

Education and/or Experience

• High School diploma/GED or higher.
• 2 years related office experience.

Language Skills

English is required as the written and spoken language. A well-modulated tonal volume is required with excellent dictation skills needed. This job may require frequent communication with personnel, customers and regulatory representatives. 

Certificates, Licenses, Registrations: N/A

Driving Requirements: N/A

Equipment

Personal protective equipment including, but not limited to: hearing protection, bump caps, hair and beard nets, gloves, and safety glasses must be used in the performance of duties. Proper lifting techniques must be employed at all times.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The work is performed in an office environment.

ADA/FEHA

The Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California’s Fair Employment and Housing Act.

EEO

The Company is an equal employment opportunity employer.

Physical Demands

The physical requirements outlined here represent those necessary for successful performance of this position's core responsibilities. Upon request, the company will provide reasonable accommodations for qualified individuals with disabilities to perform these fundamental job duties, provided such accommodations do not create an undue burden on the organization.

• Sitting/Standing/Walking: Sits frequently to answer calls, complete schedules/reports, fill out paperwork, answer emails, etc.
• Lifting/Carrying: The employee may lift up to 25 pounds on a frequent basis and 65 pounds on an occasional basis.
• Pushing/Pulling: Some pushing or pulling is required on an occasional basis.
• Bending/Stooping: Bends and stoops on an occasional basis.
• Squatting/Kneeling/Crawling: May squat or kneel on an occasional basis.
• Twisting/Turning: Minimal.
• Climbing/Balancing: May go up and down stairs and/or ladder on an occasional basis.
• Reaching: Reaches at or above shoulder level on an occasional basis.
• Grasping/Manipulating: Grasping and manipulating of papers, objects, and equipment will be required. Ability to use calculator and keyboard for data input will be required on an ongoing basis.