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Account Coordinator

2 months ago


Sacramento, California, United States Insidesource Full time
Job Summary

We are seeking a highly skilled and detail-oriented Account Coordinator to join our team at Insidesource. As a key member of our sales organization, you will provide exceptional support to our customers and internal stakeholders, ensuring seamless order preparation, processing, and coordination.

Key Responsibilities
  • Create customized client proposals, including new customer setup, specification entry, pricing, classification, and revenue codes.
  • Generate purchase orders upon receipt of complete order entry packets.
  • Ensure orders are entered promptly and reviewed for accuracy and completeness before being sent to manufacturers/vendors.
  • Collaborate with vendors and internal project teams to resolve acknowledgement discrepancies and manage timely ship dates based on project requirements.
  • Develop and publish customer status reports.
  • Coordinate delivery/install dates with vendors, operations, clients, and project managers.
  • Assist with project management tasks, including specification checks and punch ID/resolution.
  • Participate in vendor and dealer training programs to enhance professional growth and development.
Departmental Responsibilities
  • Support the efforts of individual sales representatives and account managers by carrying out requested tasks.
  • Serve as a hub of communication and information for cross-functional teams, including design, project management, finance, and operations.
  • Ensure timely, accurate, and customer-centric communication with internal and external stakeholders.
Requirements
  • Ability to learn and apply technical skills in dealership business systems and 20/20 software.
  • Proficiency in Microsoft Office software (Excel, Word, Outlook).
  • Prior experience managing multiple projects simultaneously in a fast-paced work environment.
  • Excellent oral and written communication skills.
  • Strong organizational, analytical, and administrative skills.
  • Ability to see the big picture and integrate into day-to-day tasks and activities.
  • Understanding of the complexities and sophistication required to thrive in the dealer environment.
  • Fluid interpersonal skills to interact effectively with a wide range of customers, personnel, and departments.
  • High School Diploma.
  • Customer Service work experience – preferred.
  • Experience with dealership business systems – preferred.
  • Furniture industry experience – preferred.
Compensation

The salary range for this position is $62,000 - $65,000, depending on experience, education, and specific qualifications.