Account Coordinator

Officeworks Inc.; Columbus (OH); On-site; USD 42,000 - 56,000; Full time

Job summary

Officeworks Inc. is seeking an Account Coordinator to support the sales team with creating quotes, proposals, and pricing documentation. The role includes processing orders, tracking shipments, and providing timely status updates to clients and the sales team.

Ideal candidates have 2–5 years in customer service or sales support, familiarity with ERP/CRM systems, and strong MS Excel skills. This is a full-time on-site position requiring teamwork and reliable attendance.

Qualifications

• High School diploma or equivalent required.
• 2-5 years of experience in customer service or sales support.
• Hands-on experience with ERP and CRM systems.
• Proficiency with MS Office, especially Excel.
• Understanding of sales principles and customer service practices.
• Ability to work well in a team environment.

Responsibilities

• Assist sales and senior coordinators with quotes and proposals.
• Create pricing documents for presentation to clients or designers.
• Follow up on pricing/product requests with manufacturers, reps and installers.
• Record and save pricing information gathered during bids.
• Place orders with manufacturers within 24 hours and confirm receipt within 3 days.
• Track shipments and confirm COM status and delivery dates.
• Provide timely project status updates to sales teams.
• Prepare status reports for clients as needed.
• Coordinate delivery and installation schedules and packets.
• Assist with bids and CAL133 applications in relevant sites.
• Run backlog reports and share with seniors on bi-weekly cadence.

Skills

Customer service

Team player

Communication

Education

High School diploma or equivalent

Tools

ERP systems

CRM systems

MS Excel

Job description

The Account Coordinator is responsible for assisting the sales team by providing the highest quality of service and support to our clients. Responsibilities include preparation of quotes and proposals, creation of pricing documents and processing orders.

Duties and Responsibilities

• Assist sales and senior coordinators with the preparation of quotes and proposals.
• Create pricing documents as requested by sales for presentation to clients or designers.
• Follow up on all pricing/product requests sent to manufacturers, reps and installers.
• Record and save all pricing information and backup gathered during bid/quote process.
• Place orders with manufacturer within 24 hours and confirm receipt within 3 days.
• Review acknowledgments and all revisions, track and confirm COM shipments, check shipment status prior to and on confirmed manufacturer ship dates.
• Track product shipment to warehouse and confirm receipt.
• Provide timely and concise communication regarding project status to sales and senior coordinators.
• Prepare and maintain status reports for clients, as needed.
• Follow up on items regarding damages, replacements, short shipments and any open or unresolved customer issues.
• Enter all receiving and delivery information for orders in Team Design.
• Coordinate delivery and installation, including but not limited to, installation packets, schedules and punch list resolution on a day to day basis. Consult with senior coordinator for projects.
• Assist sales, senior account coordinators, designers and project managers with the preparation of bids.
• Complete CAL133 applications for BFD and check requests (Boston Only)
• Run backlog reports as scheduled on bi-weekly basis and distribute to senior coordinators.
• Prompt, reliable and regular attendance

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Education and Experience

• High School diploma or equivalent.
• 2-5 years of experience in related customer service or sales support role.
• Hands on experience with ERP and CRM systems.
• Proficiency with MS Office Suite, particularly MS Excel.
• In-depth understanding of sales principles and customer service practices.
• Must work well in team environment

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.