Account Associate

Insidesource; San Francisco (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Insidesource is seeking an Account Associate to support Account Managers on projects and coordinate activities from proposal to installation. You will respond to client requests, prepare accurate quotes, and manage orders, timetables, and vendor communications.

The role emphasizes strong communication, organization, and ability to manage multiple projects in a fast-paced environment while ensuring client satisfaction and adherence to pricing and contract terms.

Qualifications

• Experience with dealership business systems and furniture products preferred
• Strong written and verbal communication skills required
• Ability to manage multiple projects in a fast-paced environment
• Customer service experience is essential
• Adept at coordinating with internal teams and vendors

Responsibilities

• Produce detailed, accurate quotes for clients in a timely manner
• Ensure costs align with contract pricing and margins
• Assist Account Manager to define project design and furniture solutions
• Manage sales-related documentation and deposits with clients
• Coordinate delivery/install with vendors, operations, and clients
• Provide project status updates and client communications throughout the project lifecycle
• Maintain documentation standards and dealership processes across accounts
• Support cross-functional teams with project information and reporting
• Respond to information requests, pricing, and service needs as required

Skills

Microsoft Office

Communication skills

Organizational skills

Customer service

Multitasking

Tools

Dealership software

Furniture specification tools

Job description

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 Associate provides timely response to clients’ requests for products, services and/or information. They are the primary point-of-contact for coordinating project activities including specification development, proposal development, scheduling services, project status updates and oversight of installation for projects. The Account Associate functions as the right hand supporting an Account Manager on large projects, and is assigned to work on smaller projects independently. They are responsible for project and daily work order activities and complete client satisfaction for their team’s accounts.

Essential Duties and Responsibilities

• Produce detailed, accurate and professional looking quotes to be presented to the client in a timely manner
• Ensure consistency of costs and sell amounts for all products and services based on contract pricing, gross margin guidelines and established service pricing
• Assist Account Manager to define project design approach and furniture solutions for projects
• Responsible for “cost-of-sale” against client purchases
• Attend meetings as needed with Account Managers and designer to identify initial scope of work and intent
• Ensure documentation standards are maintained for all assigned account activities; ensure dealership process and procedures are followed
• Ensure a responsible close of sale by obtaining signed client approval documents (signed purchase orders/proposals, typical, finish schedules, etc.) and deposits as required
• Review and proof order prior to release to manufacturers for basic information (ship to, bill to, contract number, etc.), accuracy and completeness
• Work with vendors and internal project teams to reconcile acknowledgement discrepancies and manage timely ship dates based on project requirements
• Manage and publish client status reports as needed
• Coordinate delivery/install dates with vendors, Operations, clients and Project Managers (depending on work scope)
• Follow-up on punch list, communicate with vendors, expedite and coordinate follow up service through project completion
• Stay involved throughout project implementation to ensure that any bottlenecks or changes in scope are identified and resolved, and that both client and dealership are satisfied
• Work collaboratively with client and client’s third-party firms, including A&D firms, general contractors, electrical and communication engineers, client’s IT group, etc.
• Resolve discrepancies with invoicing to insure timely payment and project completion with client
• Serve as a hub of communication and information to other cross- functional teams (Design, Project Management, Finance and Operations)
• Participate in product and professional training programs and activities for on-going growth and development
• Partner with New Business Development/Account Executives to respond to requests for information, pricing and/or services

Supervisory Responsibilities

• None

Skills, Knowledge, Experience Required

• Capacity to learn and use dealership business system and other industry-specific technologies at advanced levels
• Proficiency in Microsoft Office software (Excel, Word, Outlook)
• Independently manage sales transactions
• Practical working knowledge of contract furniture systems and products preferred
• Adept at managing multiple projects simultaneously in a fast-paced work environment
• Excellent and effective at oral and written communication
• Strong organizational, analytical and administrative skills
• Ability to see the big picture and integrate into day-to-day tasks and activities
• 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, personnel and departments
• Strong customer service skills and experience with customer account management
• Experience with Dealership business systems preferred
• Furniture product specification knowledge preferred
• Background in customer service
• Interior design background a plus

Acknowledgement

This job description is designed to outline the essential job functions and qualifications of this position. Responsibilities may be added or removed from time to time to match the changing needs of the company.

The anticipated salary range for this role is $70-80K. Actual compensation will be determined based on factors such as geographic location, experience, skills, qualifications, and internal equity.