· Independently lead the consistent execution of commercial Standard Work and recurring account-management processes for assigned strategic accounts, in alignment with the Key Account Manager.
· Serve as a primary day-to-day customer contact for forecasts, quotations, open orders, blanket orders, delivery priorities, documentation, and other operational commercial matters.
· Own the collection, validation, analysis, and maintenance of customer forecasts by part number; challenge material assumptions and communicate demand changes, gaps, and risks to Sales and Operations.
· Lead revenue and bookings planning support for assigned accounts, including analysis, reconciliation, review preparation, variance explanations, action tracking, and timely follow-up.
· Drive cross-functional resolution of customer and order issues with Customer Service, Operations, Supply Chain, Quality, Finance, and other functions; establish owners, deadlines, and escalation paths.
· Resolve complex administrative and operational order issues, identify root causes, and recommend process improvements that strengthen customer service and execution.
· Ensure the accuracy and integrity of customer, contact, forecast, pricing, quotation, pipeline, and activity data across the applicable ERP, CRM, and planning systems.
· Proactively identify forecast changes, delivery exposure, pricing discrepancies, demand risks, and recurring customer issues; assess business impact and escalate with a recommended course of action.
· Prepare and manage routine and moderately complex quotations, pricing analyses, customer documentation, and commercial proposals using approved pricing and established delegation-of-authority requirements.
· Lead operational portions of customer calls and business reviews, presenting forecast, order, delivery, revenue, and action-status information with clear recommendations and follow-up.
· Act as a subject-matter resource for commercial processes, coach less-experienced team members as needed, and help improve standard work, reporting, and internal controls.