Job Description

Job Summary

As a Client Account Coordinator, you'll collaborate closely with the Account Manager to maintain seamless communication with client accounts. Your responsibilities will include providing day-to-day administrative support and ensuring timely updates to clients post-order placement. Additionally, you will be responsible for conducting follow-ups with clients after sales completion to ensure their satisfaction with the product or service. Acting as the primary liaison for clients regarding purchases, you'll also engage with vendors to track orders and obtain estimated arrival times. Success in this role will require strong organizational skills and the ability to multitask across various teams, vendors, and clients simultaneously. As the Client Account Coordinator, you'll oversee daily sales operations and contribute innovative ideas to enhance client relations.

Responsibilities and Duties

Create and Document all opportunities and notes in our CRM
Coordinate with clients and vendors for sales related onsite visits
Report weekly on status of opportunities
Follow up calls to clients regarding open quotes
Follow up calls to vendors regarding pending items and/or quotes
Create quotes/configuration with our vendor tools
Send out quotes and documents via electronic signature program
Suggest appropriate products and services to meet Client needs and budget
Follow up on leads and referrals resulting from telephone, marketing, client referrals, and email activity
Communicate with clients on order status and changes in the delivery schedule
Generate after sales thank you notes to clients
Identify and resolve Client satisfaction issues regarding their purchases or service
Establish and maintain effective team relationships with all departments
Follow all company policies, procedures, and business ethics
Help prepare reports, close-out, and required paperwork
Follow up with clients and/or research when there are possible opportunities

Qualifications and Required Skills

High school diploma or GED required
A minimum of 2 years’ experience with Account Coordinator, Client Service or Sales Executive work
Able to follow procedures
Able to work under pressure with multiple tasks/projects/deadlines
Must be able to type a minimum of 40-60 wpm
Ability to document
Analytical skills
Client oriented
Data entry skills
Demonstrated ability to communicate professionally with clients, vendors and team
Passion for technology
People skills
Positive attitude
Professionalism
Proficient computer and internet skills, including Microsoft Office Suite
Familiarity with Adobe tools a plus
Reliable and dependable person who is consistent in their performance and can be depended on to deliver results
Self-motivated
Self-sufficient
Strong written and verbal communication skills
Strong math skills
Strong organizational and time management skills
Time management skills
Troubleshooting skills
Work effectively in a fast-paced, team-oriented environment