Account Coordinator (San Francisco)

Insidesource DEI Statement

By nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to “unleash human and business potential.” We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.

Job Summary

The Account Coordinator provides high-level support to customers and the internal sales organization for preparation, processing, and coordination of customer orders. They achieve superior technical skills and understanding of the order fulfillment process, and practice strong communication skills both internally and externally. They possess the desire to achieve a high level of professionalism through continuous improvement processes and practices.

Essential Duties and Responsibilities:

Order Preparation and Management

• Create accurate and complete client proposals, to include new customer set up, entry/import of specifications, pricing, classification, and revenue codes.
• Generate purchase orders upon receipt of required documentation and/or deposit per current process.
• Ensure orders are entered promptly and reviewed for accuracy and completeness before being sent to the manufacturers/vendors.
• Work with vendors and internal project teams to reconcile acknowledgement discrepancies and manage timely ship dates based on project requirements.
• Create and publish customer status reports.
• Coordinate delivery/install dates with vendors, Operations, clients, and Project Managers (depending on work scope).
• Obtain punch list, enter into business system, communicate with vendors, expedite and coordinate follow-up on service through completion.
• Assist with project management responsibilities as needed, to include spec checks and punch ID/resolution.
• Ensure factory interface is on-going and that orders are monitored, projected ship dates meet project schedule requirements, that all acknowledgements are checked and discrepancies followed up on, and that orders are closed out in a timely and responsible manner.

Departmental Responsibilities

• Carry out requested tasks to support efforts of individual sales representatives and Account Managers.
• Serve as a hub of communication and information to other cross-functional teams (Design, Project Management, Finance and Operations).
• Ensure that all communication with internal and external customers is timely, accurate, and meets customer requirements for information and order status.
• Participate in vendor and dealer training programs and activities for on-going professional growth and development.

Insidesource Core Responsibilities

• Exemplify Insidesource values of Team First, Client Led, Change Makers, Experience Focused.
• Participate in All Company Meetings and Regional Town Halls.
• Embody diversity, equity, and inclusion in our Insider community and business practices.

Supervisory Responsibilities

• None

Skills, Knowledge, Experience Required

• Customer Service work experience – preferred.
• Experience with dealership business systems- preferred.
• Furniture industry experience – preferred.
• Proficiency in Microsoft Office software (Excel, Word, Outlook, etc.).
• Ability to learn and apply technical skills in dealership business system and 20/20 software.
• Understanding of the complexities and sophistication required to thrive in the dealer environment.
• Fluid interpersonal skills to interact effectively with a wide range of customers, vendors, personnel, and departments.
• Ability to see the big picture and integrate into day-to-day tasks and activities.
• Excellent and effective oral and written communication.
• Prior experience successfully managing multiple projects simultaneously in a fast-paced work environment.
• Excellent analytical and problem-solving skills.
• Strong organizational and administrative skills.
• Experience in customer service required.
• Demonstrated commitment to professionalism, integrity, and sound judgment in business transactions, and to providing the highest level of customer satisfaction.

The anticipated salary range for this role is $31.00 - $33.00 per hour. Actual compensation will be determined based on factors such as experience, skills, qualifications, geographic location and internal equity.