Strategic Accounts Coordinator

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 SOPs; 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 drivers 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