Account Coordinator

Overview

Assist sales team with quotes, pricing, orders, and client support throughout project lifecycle.

Key Responsibilities

• bid prep
• order processing
• pricing docs
• status reporting
• delivery coordination
• shipment tracking

Tasks

The Account Coordinator is responsible for assisting the sales team by providing the highest quality of service and support to our clients.Responsibilities include preparation of quotes and proposals, creation of pricing documents and processing orders. -Assist sales, senior account coordinators, designers and project managers with the preparation of bids. -Coordinate delivery and installation, including but not limited to, installation packets, schedules and punch list resolution on a day to day basis. Consult with senior coordinator for projects. -Run backlog reports as scheduled on bi-weekly basis and distribute to senior coordinators. -Enter all receiving and delivery information for orders in Team Design. -Follow up on all pricing/product requests sent to manufacturers, reps and installers. -Record and save all pricing information and backup gathered during bid/quote process. -Assist sales and senior coordinators with the preparation of quotes and proposals. -Prepare and maintain status reports for clients, as needed. -Place orders with manufacturer within 24 hours and confirm receipt within 3 days. -Review acknowledgments and all revisions, track and confirm COM shipments, check shipment status prior to and on confirmed manufacturer ship dates. -Track product shipment to warehouse and confirm receipt. -Complete CAL133 applications for BFD and check requests (Boston Only) -Follow up on items regarding damages, replacements, short shipments and any open or unresolved customer issues. -Provide timely and concise communication regarding project status to sales and senior coordinators. -Create pricing documents as requested by sales for presentation to clients or designers.

Requirements

• ms excel
• erp
• crm
• sales
• high school
• 2-5 yrs

What You Bring

-Proficiency with MS Office Suite, particularly MS Excel. -Hands on experience with ERP and CRM systems. -In-depth understanding of sales principles and customer service practices. -Prolonged periods sitting at a desk and working on a computer. -High School diploma or equivalent. -Must work well in team environment -Excellent communication skills. -Must be able to lift up to 15 pounds at times. -2-5 years of experience in related customer service or sales support role. -Prompt, reliable and regular attendance

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About Officeworks Inc.

-delivers high-quality office products and services that cater to a diverse range of business needs. -specializes in providing office supplies, furniture, and technology solutions that enhance workplace productivity and efficiency. -services span from corporate clients looking for bulk office supplies to small businesses and home offices in need of tailored solutions. -recognized for its commitment to delivering reliable products, quick service, and an extensive selection of office essentials. -typical projects include outfitting large corporate offices, supplying customized workstations, and providing cutting-edge technology for professional environments. -stands out by offering innovative workspace design solutions that aim to boost employee comfort and productivity. -grown into a trusted partner for businesses of all sizes, offering a wide variety of solutions for any office setup.

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