State Systems

Customer Specialist

• Create, update, and maintain customer master records in the ERP system.
• Review setup requests, approvals, and supporting documents for accuracy and compliance.
• Verify customer information using D&B reports, including legal name, address, DUNS number, credit details, and business status.
• Maintain billing, shipping, tax, contact, payment term, credit limit, invoice delivery, and account classification details.
• Identify and correct duplicate, incomplete, inactive, or outdated customer records.
• Resolve data discrepancies with sales, customer service, credit, collections, billing, and other teams.
• Maintain documentation and audit trails for customer setups, changes, deactivations, merges, and cleanup.
• Protect confidential information and support accurate billing, credit, reporting, order processing, controls, and audit readiness.

Customer Master Data Specialist