Account Coordinator – Chicago, IL

Officeworks Inc.; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Officeworks Inc. in Chicago is seeking an Account Coordinator to aid the sales team by preparing quotes, proposals, and pricing documents, and by processing orders efficiently.

Responsibilities include following up on requests to manufacturers and installers, tracking shipments, and maintaining clear client communications. The role supports designers and project managers with bids and deliveries, requiring strong MS Office skills and ERP/CRM familiarity.

Qualifications

• 2-5 years in customer service or sales support.
• Hands-on experience with ERP and CRM systems.
• Proficiency with MS Office Suite, especially Excel.
• Excellent communication and teamwork skills.

Responsibilities

• Assist sales and senior coordinators with preparation of 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 and backups from bid/quote process.
• Place orders with manufacturers within 24 hours and confirm receipt within 3 days.
• Review acknowledgments and revisions; track COM shipments and confirm ship dates.
• Track product shipment to warehouse and confirm receipt.
• Provide timely communication on project status to sales and senior coordinators.
• Prepare and maintain status reports for clients as needed.
• Follow up on damages, replacements, or open customer issues.
• Enter all receiving and delivery information for orders in Team Design.
• Coordinate delivery and installation, including packs, schedules and punch lists.
• Assist with bids for sales, senior coordinators, designers, and PMs.
• Run backlog reports bi-weekly and distribute to senior coordinators.
• Maintain prompt, reliable attendance.

Skills

Communication

Teamwork

Customer service

Sales support

MS Excel

ERP systems

CRM systems

Education

High School diploma or equivalent

Tools

ERP system

CRM system

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.
• Excellent communication skills.
• 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.

Salary Range

• $65,000 to $90,000 per year plus bonus

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.