Client Engagement Associate & Sales Coordinator

Key Responsibilities

• Conduct daily walk-throughs to maintain a showroom-ready appearance
• Maintain and organize product libraries, sample resources, and finish library
• Manage inventory and order kitchen, office, janitorial, and printing supplies
• Utilize MD credit card for CEC and event purchases within established budget
• Maintain SWAG inventory and branded showroom items in partnership with Marketing
• Cook up rotating ancillary vignettes with manufacturers and Marketing
• Assemble new hire welcome kits; learn and adhere to building requirements including life/safety, mailroom, and parking procedures
• Answer and transfer incoming calls; relay urgent messages
• Greet guests, offer refreshments, and direct to meeting spaces
• Anticipate event needs; coordinate advance orders for catering, supplies, and materials
• Set up and break down events; prepare conference rooms with catering and printed materials
• Mail, Shipping & Receiving Process daily mail including invoices, checks, correspondence, and samples
• Prepare and ship packages via FedEx and UPS online systems
• Receive and process furniture shipments for the CEC as needed
• Handle incoming emails and calls on behalf of leadership as directed
• Aid with correspondence, agendas, and presentations aligned to corporate branding
• Aid MD with content compilation for the office monthly huddle
• Process and submit expense reports
• Adhere to company established policies, processes, and procedures; communicate effectively with all PeopleSpace team members; attend company meetings
• Assess incoming client needs and assist CEMs with open opportunities
• Aid in product specification, building a SIF, discounting, and product research
• Aid in preparing presentation materials and cutsheet packages of final specifications for client approval
• Aid in obtaining labor quotations and pricing quotations from vendors
• Aid in preparing pricing quotations and budgetary Excel summaries; prepare quotes for presentations to customers
• Attend client meetings and presentations; capture detailed meeting minutes and project notes
• Aid in placing orders into the system; assist in creating and maintaining client standards (e.g., project finish schedules)
• Support lead entry and data tracking in NetSuite CRM; maintain contacts database in NetSuite on behalf of Marketing, MD, and/or Sales Ops
• Cook up vendor Lunch & Learn sessions including invites, space, and logistics
• Aid in ancillary budget development using RRT spreadsheets to calculate discounting and GPPick up and drop off finish samples as needed
• Serve on Culture Committee to help plan and execute internal events
• Coordinate logistics for client CEC visits including communication, setup, and follow-through
• Aid in planning customer events, happy hours, and CEC tours
• Attend Marketing signature event planning meetings and execute assigned tasks

Qualifications & Skills

• Six (6) months of sales or customer service experience preferred
• Excellent communication and customer service skills
• Outgoing, interpersonal sales personality
• Ability to manage multiple priorities and shift between administrative and sales responsibilities
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams)
• Experience with NetSuite or similar CRM a plus
• Strong work ethic and self-motivated
• Bachelor’s Degree preferred