National Accounts Coordinator

Job Description

Job Description

Job Purpose :

The job of a National Accounts Coordinator is to provide vital support to the National Accounts team with day to day activities and tasks, such as tracking projects, investigating, and reporting sales and project information; resolving problems.

Key Responsibilities

• Ensure requests and inquiries are met promptly, both orally and in writing, with customers, subcontractors, and staff
• Generate, process, and track quotes through completion
• Create job folders and include all project related documentation
• Process customer requests via data entry, documentation and creation of files and folders
• Data entry of customer and project information, assist in permit acquisition, completion, and filing as needed
• Assist the National Account Manager in the preparation, processing and approval of changes to projects
• Create job and quote numbers, submit design board requests and provide the additional documentation and information necessary
• Meet with National Account Manager daily to review, update, and submit all reports by end of day via in person or by phone
• Correspond with landlords on behalf of customers
• Assist the National Account Manager with time management, scheduling of meetings, manage customer portals for invoicing and planning, and task assignments
• Ensure that the data in our CRM and Sales Forecasting software are identical and accurate
• Maintain discretion by keeping customer and service information confidential
• Oversee all customer approvals of drawings and assure production and vendors receive all approved drawings
• Maintain accurate and up-to-date logs including Design Lists, Design Boards, and Job Status spreadsheets
• Update all descriptions, quantities, and pricing per the contract requested by the National Account Manager
• Review due dates and adjust to match project conditions
• Update schedule and milestones as needed
• Maintain hard copy files and filing system daily
• Manage a weekly planned agenda for the National Accounts Team meetings
• Prioritize projects and tasks in a fast-paced team-oriented environment
• Perform other related duties and functions as necessary that are assigned by management

Skill Qualifications

Education / Training / Experience

Benefits

Note – Note - Other duties, responsibilities and activities may change or be assigned at any time with or without notice. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

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