Account Coordinator

6 days ago


Concord, California, United States Inside Source Full time
Job Summary

As a key member of our team at Inside Source, the Account Coordinator will provide high-level support to customers and internal sales organization for preparation, processing, and coordination of customer orders. This role requires a strong understanding of the order fulfillment process and excellent communication skills to interact effectively with a wide range of customers, personnel, and departments.

Key Responsibilities
  • Create client proposals, including new customer setup, entry/import of specifications, 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.
  • Work with vendors and internal project teams to reconcile acknowledgement discrepancies and manage timely ship dates based on project requirements.
  • Create and publish customer status reports.
  • Coordinate delivery/install dates with vendors, operations, clients, and project managers (depending on work scope).
  • Assist with project management tasks, including spec checks and punch ID/resolution.
  • Participate in vendor and dealer training programs and activities for ongoing professional growth and development.
Departmental Responsibilities
  • Carry out requested tasks to support efforts of individual sales representatives and account managers.
  • Serve as a hub of communication and information to other cross-functional teams (design, project management, finance, and operations).
  • Ensure that all communication with internal and external customers is timely, accurate, and meets customer requirements for information and order status.
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 successfully managing multiple projects simultaneously in a fast-paced work environment.
  • Excellent and effective oral and written communication.
  • 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.

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