Account Coordinator

Description

Job purpose

Maximize productivity of salespeople by assisting in the sales process, processing orders, and providing customer service.

Duties and responsibilities

• Coordinate any information or services that relate to a specific project to assure that there is proper communication between internal departments, salesperson, and customer.
• Assist salesperson in the preparation of quotations to customers. Attend Pre-planning meeting for orders being entered.
• Often the direct contact with vendor representatives for acquiring pricing, lead times, COM’s and any warranty information.
• Process orders and acknowledgments in a timely fashion, resolving discrepancies to assure accurate deliveries.
• Coordinate deliveries, installations, and service requests, preparing the necessary paperwork.
• Communicate shipping, delivery, and installation schedules to the customer or project manager on a regular basis.
• Track and resolve follow up items by entering open issues into Hedberg (if not already entered by installers) and ordering the necessary items/services to complete the job.
• Review the Dashboard, A/R aging, and exceptions daily and resolve items as appropriate.
• Regularly act as a customer service representative professionally and promptly handling customer inquiries and complaints, taking the appropriate action to resolve customer concerns when salesperson is unavailable.
• Complete Corrective Action Form when the cost of an error is over $500.

Requirements

Qualifications

• Sales support, order processing, and operations experience preferred.
• Strong math aptitude.
• Bachelor degree preferred or 2-3 years experience in a similar field.
• Sales support, order processing, or operations preferred.
• Relevant industry experience desirable. Satisfactory completion of the company’s introduction training.
• Ability to work independently.
• Some project management involvement.
• Computer skills.
• Excellent organizational skills and detail oriented
• Good written and spoken communication skills.

Working conditions

Work involves sitting majority of the workday in a controlled office environment, greater than 50% of the time. 

Physical requirements

Walking and standing are required only occasionally. Expressing or exchanging ideas by means of the spoken and written word. Conveying detailed or important spoken instructions to customers and other team member accurately, clearly, and at times, quickly. Hearing: Perceiving nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information in oral communication. Repetitive motion: Substantial repetitive movements (motions) of the wrists, hands, and/or fingers. Exerting up to 10 pounds of force with force to lift, carry, push, pull or otherwise move objects, including the human body, rarely. Required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading, primarily on a computer monitor.

Direct reports

Non-Applicable