Account Coordinator

Insidesource DEI Statement 

By nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to “unleash human and business potential." We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.

Job Summary

Provide high-level support to customers and internal sales organization for preparation, processing and coordination of customer orders. Achieve superior technical skills and understanding of the order fulfillment process. Practice strong communication skills both internally and externally. Possess the desire to achieve a high level of professionalism through continuous improvement processes and practices.

Essential Duties and Responsibilities Including but not limited to:

• Create client proposals, to include new customer set up, entry/import of specifications, pricing, classification and revenue codes
• Generate purchase orders upon receipt of complete order entry packet
• Ensure orders are entered promptly, and reviewed for accuracy and completeness before being sent to the manufacturers/vendors
• Work with vendors and internal project teams to reconcile acknowledgement discrepancies and manage timely ship dates based on project requirements 
• Create and publish customer status reports
• Coordinate delivery/install dates with vendors, Operations, clients and Project Managers (depending on work scope)
• Assist with project management tasks, to include spec checks and punch ID/resolution Ensure factory interface is on-going and that others are monitored and projected ship dates and project schedule requirements, that all acknowledgements are checked and discrepancies followed up on, and that orders are closed out in a timely and responsible manner 
• Participate in vendor and dealer training programs and activities for on-going professional growth and development

Departmental Responsibilities:

• Carry out requested tasks to support efforts of individual sales representatives and Account Managers
• Serve as hub of communication and information to other cross-functional teams (Design, Project Management, Finance and Operations)
• Ensure that all communication with internal and external customers is timely, accurate and meets customer requirements for information and order status

Skills, Knowledge, Experience Required

• Customer Service work experience – preferred
• Proficiency in Microsoft Office software (Excel, Word, Outlook)
• Prior experience successfully managing multiple projects simultaneously in a fast-paced work environment
• Excellent and effective oral and written communication
• Strong organizational, analytical and administrative skills
• Ability to see the big picture and integrate into day-to-day tasks and activities
• Understanding of the complexities and sophistication required to thrive in the dealer environment
• Fluid interpersonal skills to interact effectively with a wide range of customers, personnel and departments