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
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