Trade account specialist

SUMMARY The Trade Account Specialist is the positive Pfizer face to Pfizer’s Trade customers which include wholesalers, pharmacies and healthcare providers. This position supports the day-to-day Sales Order Management while executing brand and supply strategies through proactive inventory analysis, Insight inventory reviews, and collaborative planning with Pfizer’s largest U.S. wholesale customers. This role works closely with internal supply chain and commercial stakeholders to align customer inventory positions with brand objectives, forecast demand, and mitigate supply risk, while ensuring compliance with trade policies and regulatory requirements. Position handles incoming calls and requests from customers which require the colleague to have a detailed understanding of Pfizer’s trade policies, a strong working knowledge of Pfizer’s product line, possess sound decision making and have a solid understanding of financials around claims management.  Position requires self-direction and the ability to apply complex business rules to achieve business objectives and compliance with internal controls. Position plays a critical role in DSCSA compliance by promptly resolving transaction data exceptions, and preventing product quarantines, returns, and supply disruptions for customers. This role works cross‑functionally to manage complex access rules, eligibility verification, and exceptions for select oncology products, ensuring compliant distribution and uninterrupted customer access. Conducts all activities and makes decisions that are in accordance with Company policies & SOPs, Pfizer Values, FDA & global regulatory guidelines (including cGMP/cGLP/cGCP), environmental guidelines, as appropriate, etc.

RESPONSIBILITIES  Conduct Insight inventory reviews with assigned wholesale customers to assess inventory health, identify demand risks, and support execution of Pfizer brand and supply strategies. Partner with customers and internal stakeholders to recommend actions that optimize product availability and service levels. This customer facing position provides dedicated support to Pfizer’s major Trade account base (primarily wholesalers and specialty pharmacies), which include the following responsibilities: Perform assigned customer service tasks to ensure the highest quality of operational support for Pfizer’s major trade accounts. Collaboratively engage customers on order analysis, forecast adjustment, inventory levels, and cycle time delays. Sales Order Management (SOM) transactional responsibilities include processing orders via EDI, or email, processing claims for shipping exceptions, providing order tracking through carriers, and perform deduction research/reconciliation as necessary. Extensive use of Tableau Order Management, SAP, and SAP’s Business Objects application to analyze operational trends, customer inventory positions, and order patterns to provide actionable insights and recommendations to Supply Chain, Customer Operations, and commercial stakeholders. Monitor and address DHL OTM shipment delays and planning issues involving complex shipping and financial requirements unique to this team. Work collaboratively with internal resources, including the customer operational analysis team that have responsibility overseeing the order management process for all accounts.   Represent Pfizer in ongoing operational discussions with wholesalers, including Insight reviews, scorecard performance, and inventory risk mitigation. Proactively interact with Supply chain (on high impact orders), the warehouse (on shipping exceptions) as well as other internal stakeholders (deployment, Transportation, etc ) to quickly resolve potential customer-facing issues.   Serve as the primary operational relationship manager for assigned wholesale customers, partnering with buyers to align inventory levels, order flow, and service performance with Pfizer’s supply and brand objectives. Research complex claims. Work