Haag-Streit · 3 days ago
Customer Success Account Manager
Mason, OH
Full-time
Onsite
Entry, Mid Level
2+ years expHaag-Streit USA Inc is a respected global organization known for precision, quality, and innovation in ophthalmic and diagnostic solutions. They are seeking a Customer Success Account Manager to build strong customer relationships and ensure exceptional service from order to delivery while managing key accounts and cross-functional collaboration.
EyewearManufacturingMedical Device
Responsibilities
Serve as the primary point of contact for customers, distributors, dealers, and sales representatives
Maintain, develop, and build relationships with distributors/customers
Lead Key Account bi-monthly Open Orders or status update calls
Utilize Microsoft Dynamics 365 to manage customer records, orders, quotations, and correspondence. Prepare and issue quotations, pricing information, and order confirmations, manage customer POs
Analyze order details for accuracy, pricing, terms and compliance with sales policies using Microsoft D365
Accurately enter, update, and maintain customer, order, and pricing data within Microsoft Dynamics 365 (CRM/ERP)
Obtain or clarify missing or incomplete information from customers to ensure timely order processing
Arrange logistical needs by determining best means for shipping, and coordinating with external vendors and internal shipping resources
Identify opportunities to upsell customer orders and conduct outgoing telesales as required
Advise customers on order changes, availability, lead times, and order status
Respond to inquiries related to products, applications, pricing, terms, service issues, and order status via phone and written correspondence
Resolve customer complaints requiring replacement, credit, or adjustment and ensure proper resolution
Escalate issues when needed such as technical requests, service issues, or product complaints to appropriate departments for analysis and disposition
Maintain a professional and customer-focused approach in all interactions
Maintain working knowledge of company products, components, applications, pricing structures, and sales policies
Apply product and policy knowledge to support accurate quoting, order processing, and issue resolution
Work closely with Sales leadership to support accounts
Coordinate Activities between HSU’s production planning and customers in an efficient and effective manner
Qualification
Required
Associate's degree in business or related field preferred
Minimum 2-5 years of customer service or inside sales experience preferably in a manufacturing setting
Demonstrated achievement in positions with significant customer focus
Ability to build relationships and work well across different levels and functions within the organization
Effective & professional oral and written communication skills
Strong attention to detail, problem solving, and organization
Ability to prioritize tasks in a rapidly changing environment
Proficiency with the Microsoft Office suite of products
Knowledge of ERP system required Microsoft Dynamics a plus
Benefits
Excellent benefits package that starts on the first day of the month after you are hired
Employee high deductible medical plan free to employees, no monthly premium
Employee vision coverage free to employees, no monthly premium
Additional plans and coverage tiers available at highly competitive rates
Basic life insurance and Short-Term disability provided at no cost to employees
Additional benefits including Dental, Critical Illness, Long Term Disability
PTO, Vacation, 12 Paid Company Holidays
Best in class 401(k) with company match and profit sharing, up to 8% employer contribution
Company
Haag-Streit
Haag-Streit develops, produces, and distributes diagnostic instruments for ophthalmologists, optometrists, and opticians.
501-1000 employees
Funding
Current Stage
Late StageRecent News
2025-09-12
2025-02-16
Company data provided by crunchbase