Position Overview:
Under the direction of the Strategic Accounts Sales & Support Manager, the Strategic Accounts Coordinator is someone who performs and oversees a variety of account coordinating duties in accordance with company policies and procedures. This is a non-supervisory position.
Responsibilities:
Collaborate with Strategic Account Manager(s) and National Account Sales Manager(s) on the following:
· Create new quotes and updating existing ones with direction from the sales account managers and SA Sales & Support Manager.
· Assist with sales order entry and sales order management
· Obtain Payment Information
· Obtain Site Survey, anchoring agreements and Technology documents from customers
· Work with internal teams on customer technology needs
· Obtain tax exempt certificates and gathering certificates of insurance
· Collect shipping and installation information
· Assist with Demo paperwork and tracking
· Become an additional contact for the outside sales team and internal departments.
· Partner with internal teams such as IT, shipping, finance, etc.
Follow the order management process:
· Review inventory and communicate lead times
· Maintain SharePoint sites, shared documents and calendars
· Assist the internal sales team and Senior Account Specialists to create and manage National and Strategic account price lists
· Attend webinars regarding facility set up and technology needs
· Facilitate 2D and 3D layouts
· Facilitate weekly or bi-monthly meetings to review Strategic Account with Sales Manager, Customer, etc.
General Sales Support:
· Cross train with other SA and Inside Sales coordinators
· Assist and complete special projects as required
· Communicate effectively and often with sales team, customers and all internal departments
Maintain Work Practices:
· All paperwork and database entries must be filled out completely and accurately
· Maintain work area to 5S standards as posted in work area
· Maintain a professional image by projecting a positive and professional demeanor to all internal and external contacts
Marginal Job Functions:
· Follow all related SOP’s; document changes and update as needed.
· Other duties and responsibilities as required or assigned
Education:
· Associate degree or combination of equivalent of education and experience required.
Experience:
· Minimum of 1-2 years in position of similar office or sales experience in coordinating multiple tasks and information flow within a customer and/or sales environment required
· 1 – 3 years of experience in Administrative Sales support preferred.
· Experience directly related to sales, supply chain or operations preferred.
Other Requirements:
· Proficient in Excel, Word, PowerPoint, Outlook, Teams, SharePoint.
· SAP experience, Microsoft CRM preferred
· Valid driver’s license is required
Benefits:
We offer an excellent compensation package and team-oriented work environment with growth opportunities. Some of our outstanding benefits include:
· Health & Dental Insurance
· Company paid Life Insurance
· 401(k)
· Paid Time Off benefits
· Product discounts
· Wellness programs