Account Coordinator

Advantage Resourcing is hiring an Account Coordinator in San Jose, CA, for a local moving company. Apply today to join a collaborative team committed to your success!

Pay: $20-$22 per hour

Hours: Monday-Friday, 8 AM-5 PM

While working as an Account Coordinator, you will have a wide variety of responsibilities including but not limited to creating work orders in support of the Sales Department, assisting with the creation of proposals and responses to RFPs, 3rd party vendor management, and co Project Management Team and Operations Team.

Essential Functions:

• Create, update, and verify that work orders are in place and correct for the next day's required crews.
• Notify/confirm with clients a day in advance that the MFS crew is scheduled, work with Operations to answer questions regarding crew status on the day of the job, and act as a point of contact for communication with ongoing clients who request work for the following day.
• Create and manage a timeline for the creation of proposals coordinate information gathering and set up meetings with required personnel to complete proposals a day in advance of the due date.
• Create the proposal with all criteria detailed in the RFP, update and communicate the progress of RFP creation with the appropriate Salesperson, and ensure that a final review is signed off by the appropriate Salesperson a day in advance of the RFP due date.
• Coordinate 3rd Party Service Work by adhering strictly to the process. This includes obtaining multiple bids, communicating with the Salesperson, creating the work order, obtaining the PO, scheduling work, updating the Salesperson and client before, during, and after work is performed, obtaining an invoice, and closing out a work order.
• Coordinate and track all COIs prepared for all locations by client and document and track any additional insurance purchased by a client, ensure all paperwork and documentation is processed in an accurate and timely manner, and perform data entry to complete customer and vendor onboarding forms.
• Utilize Adobe PDF and DocuSign software to fill in data and circulate for signatures and request Purchase Orders from customers, as needed, after the quote is approved and at the same time as the COI request.
• Post-move communication with customers to ensure everything is completed successfully and circulate post-move surveys to select customers to complete short surveys via clicking the link.
• Create template checklists/SOPs to efficiently track and manage the above tasks and timelines and potentially (but not required) assist with invoice instruction creation and submission to accounting, in collaboration with the Sales Team

The services you offer are not without uplifting benefits to show our appreciation for your time and energy! We offer medical, dental, vision, and 401k options to suit your needs. Don't forget our employee discount programs with potential unlimited referral bonuses to encourage others to join. Get paid weekly by direct deposit or pay card and grow with outstanding mentorship, work in a team environment, and enter a lasting career with endless opportunities.

This position requires the candidate to demonstrate excellent customer service skills, communicate effectively, both verbally and in writing, establish and maintain effective working relationships, assume responsibilities, and exercise good decision-making skills. While accurately completing tasks the candidate will demonstrate resourcefulness, interpret a wide range of information, and work in a team environment or under minimum supervision. The ideal candidate will have to have 3-5 of experience in the field or a combination of school and experience, and a college degree or 2-year AAS degree is a plus.

Click 'Apply Now' to submit your application.

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Staffmark is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Staffmark is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.