Account Associate

Responsibilities

• Support the Account Manager by serving as a point of coordination for work and parties engaged on account(s), including internal teams, partners, and vendors (A&D firms, contractors, facility teams, IT, movers, etc.).
• Maintain organized documentation of client needs, goals, and expectations across assigned accounts.
• Aid in building and maintaining positive relationships with client teams, vendors, and partners.
• Help monitor client satisfaction and flag potential issues or risks to senior team members.
• Support onboarding of client stakeholders to promote project continuity and success.
• Respond to client inquiries, requests for information, and basic issue resolution in a timely and professional manner.
• Maintain visibility into account activity through consistent tracking and communication updates.
• Aid in post-occupancy follow-up to support ongoing client engagement.
• Support the development and coordination of plans and product specifications to align with project goals and overall account strategy.
• Assist in preparing clear, accurate, and professional quotes for client review in a timely manner.
• Partner with Account Manager and subject matter experts to help assemble service contracts and supporting documentation for complex projects.
• Verify pricing details and product information for accuracy and alignment with scope.
• Support the sales closing process, including documentation, signatures, and deposit tracking.
• Care for project coordination, including planning activities, resource alignment, and scheduling logistics.
• Track project timelines, deliverables, and workflows to ensure alignment with established goals and milestones.
• Aid in overseeing project execution by maintaining communication across internal and external teams.
• Help ensure accountability by following up on action items and escalating issues as needed.
• Maintain organized records of project activity, ensuring accuracy and accessibility.
• Support the Account Manager in tracking progress toward quarterly and annual account goals informed by market conditions.
• Aid in identifying opportunities to advance client goals through add-on products and services aligned with account strategy.
• Leverage developing knowledge of client needs, products, and industry trends to help surface relevant opportunities.
• Support ongoing client engagement by helping coordinate check-ins, sharing product updates, and responding to requests in a timely manner.
• Partner with Accounting to help track and follow up on outstanding client invoices as needed.
• Aid in leveraging vendor programs and partner relationships to enhance client value and support overall account performance.

Qualifications

• Bachelor’s or associate degree in Marketing, Business Administration, Design, or a related field
• 1–3 years of experience in account coordination, sales support, project coordination, design support, or another client-facing role
• Exposure to contract furniture dealership or a related industry preferred
• Basic understanding of negotiation principles and ability to support mutually beneficial outcomes
• Experience coordinating multiple projects, tasks, or client requests in a fast-paced environment
• Strong Excel and data tracking skills; ability to support reporting and basic analysis
• Proficient and effective communicator (written and verbal) across various audiences
• Strong customer service, problem-solving, and team orientation
• Process and continuous improvement mindset
• Agile with positive and professional demeanor
• Proficient in Microsoft Office365 applications (including MS Word, Excel, and PowerPoint)
• Willingness and ability to participate in off-hour business-related events
• Preferred: Exposure to contract furniture dealership or a related industry
• Experience with CRM systems and business applications (e.g., order processing, inventory tracking)
• Familiarity with sales processes and order lifecycle preferred