Job Type

Full-time

Description

Basic Function:

This position provides direct, in-office support to Sales and Account Managers throughout the sales cycle.

Specific Responsibilities and Duties:

Proposal Generation & Bid Response

• Request and process pricing quotations from product and service vendors
• Assist with and developing bid response materials and submissions
• Request and organize product information
• Develop proposals as needed / requested Order and Project Processing
• Evaluate project submissions from Sales Team for accuracy and completeness
• Issue purchase orders to suppliers
• Work with sales and suppliers to resolve any discrepancies with pricing or product attributes
• Track, process, and reconcile order acknowledgements
• Keep Sales Team timely and accurately informed of any issues and changes to order acknowledgements from vendors
• Submit check / deposit requests to accounting and ensure timely delivery to vendor
• Track shipment of products to ensure timely and accurate delivery based on project timeline
• Troubleshoot and resolve problems
• Publish daily shortage report
• Project closeout for invoicing within 24-48 hours of project completion
• Submit COI requests
• Collaborate with Commercial Service and Sales Team to schedule projects with necessary paperwork and installation plans thru IQ
• Corrective Actions & Punch Processing
• Process all vendor punch within 24-48 hours of receipt
• Collect reimbursement for labor costs and product
• Collect backup data, such as pictures, labels, documents as needed
• Records and keep updated tracking spreadsheet Customer Service
• Communicate to client on as needed basis as requested by Sales Team
• Facilitate communications amongst all involved parties regarding projects in process
• Fax, scan, email documents upon request Miscellaneous
• Assist with work overflow and backup other Account Coordinators as needed
• Respond timely to both customer needs and Sales Team requests for service and assistance 

Requirements

Qualifications:

• MS Office Products
• Strong verbal and written communication skills; Presents oneself calmly and clearly
• Strong attention to detail, numerical data, and organization
• Balances team and individual responsibilities efficiently
• Open and accepts change
• Displays understanding of profitability and understands implications of business decisions on project’s profit
• Strong sense of initiative and determination to get the job done correctly
• Remote work available 2-3 days per week