Strategic Accounts Coordinator

Description

Position Overview:

Under the direction of the Senior Strategic Accounts Specialist, 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

Requirements

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

EOE/M/W/Vet/Disability
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