Associate Account Rep

About the Role

Support approximately 50+ Sales Reps across all Medline classes of trade, both domestic and international. Create and manage custom pack programs, margin improvement, and key customer initiatives from start to execution. Manage daily quoting, pack sampling, contract approval, new item creation, and/or large project execution with minimal guidance. Apply organization and attention to detail to ensure accurate prioritization to meet Sales commitments.

Key Responsibilities

• Partner with Sales to ensure all required information is received to begin the quoting process, including customer, IDN, and GPO requirements.
• Review customer-provided data to determine if the Kitting division should quote, driving sales growth and profitability.
• Determine tray type, component cross-reference, and tray structure, understanding clinical and internal implications.
• Cross-reference competitive trays and components to create quotes, provide samples, and initiate set up in the manufacturing system.
• Collaborate with other divisions, departments, and Sales to move quote opportunities forward, including internal cost impact reviews, ensuring missing contract prices, meeting division minimums, or offering alternative cost savings.
• Communicate quote updates to Sales to maintain accurate financials.
• Educate Sales Reps and Product Managers on the value of custom kitting, costing, pricing, life cycle of kitting, divisional initiatives, and brand preference.
• Cross-reference and validate data using multiple systems/tools applicable to the division and manufacturing location.
• Identify components requiring sourcing and evaluate whether to source or offer an alternative based on item type and opportunity.
• Utilize Component Sourcing Specialist and/or contact vendors for pricing, unit of measure, order minimums, and other details for accurate costed quotes.
• Track and maintain details of all open business priorities, status updates, and due dates.
• Respond to issues and questions, communicating and aligning with Sales when timelines and strategy require revision.
• Ensure turn-times are on track and inform Supervisor if deadlines cannot be met.
• Provide inputs to regular internal track logs.
• Submit sample requests for components and finished goods.
• Identify substitutions; request inventory from other locations/sources; communicate and coordinate with needed parties.
• Work with external teams including Sales Reps, Sr. Sales Specialists, Sales Management, Clinical team, IDN team, Customers, and Vendors.
• Work with internal teams including Sample Room, Master Data, Project Team, Peri-op Team, Marketing, Supply Chain, Production, Warehouse, Quality, Engineering, and other Product Divisions.
• Partner with internal and external teams to clarify component details for accurate quoting to feed into production.
• Identify and implement process improvement methods within current and new business processes.
• Manage and maintain BOM to ensure business initiatives are implemented to reduce risk and delay to Supply Chain consistency.
• Fulfill ad-hoc custom requests as needed.

Requirements & Tech Stack

• Advanced Microsoft Office: Word, Excel, Access, and Outlook.
• Ability to process all relevant details, understanding and prioritizing their importance and drawing clear and concise conclusions.
• High level of attention to detail required for accuracy.
• Outstanding oral & written communication.
• Quote System (preferred)
• SAP (preferred)
• AS400 (preferred)

Qualifications

• High School Diploma/GED
• Previous Inside Sales, Retail, Hospitality, Data Management, Operations, Medical or Lab Background
• Bachelor’s degree in a relevant field (preferred)
• Kitting experience (preferred)