Account Coordinator – Chicago, IL

About the role

The Account Coordinator assists the sales team by providing high-quality service and support to clients.

Responsibilities

• Assist sales and senior coordinators with the preparation of quotes and proposals.
• Create pricing documents as requested by sales for presentation to clients or designers.
• Follow up on all pricing/product requests sent to manufacturers, reps, and installers.
• Record and save all pricing information and backup gathered during the bid/quote process.
• Place orders with manufacturers within 24 hours and confirm receipt within 3 days.
• Review acknowledgments and revisions, track and confirm COM shipments, and check shipment status prior to and on confirmed manufacturer ship dates.
• Track product shipment to warehouse and confirm receipt.
• Provide timely and concise communication regarding project status to sales and senior coordinators.
• Prepare and maintain status reports for clients, as needed.
• Follow up on items regarding damages, replacements, short shipments, and any open or unresolved customer issues.
• Enter all receiving and delivery information for orders in Team Design.
• Coordinate delivery and installation, including installation packets, schedules, and punch list resolution on a day-to-day basis; consult with senior coordinator for projects.
• Assist sales, senior account coordinators, designers, and project managers with the preparation of bids.
• Complete CAL133 applications for BFD and check requests (Boston only).
• Run backlog reports as scheduled on a bi-weekly basis and distribute to senior coordinators.
• Prompt, reliable, and regular attendance.

Requirements

• High School diploma or equivalent.
• 2-5 years of experience in a related customer service or sales support role.
• Hands-on experience with ERP and CRM systems.
• Proficiency with MS Office Suite, particularly MS Excel.
• In-depth understanding of sales principles and customer service practices.
• Excellent communication skills.
• Ability to work well in a team environment.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Pay

$65,000 to $90,000 per year plus bonus.