Client-Facing Account Manager | RFQ & ERP Coordinator

Trinity Employment; Oklahoma; On-site; USD 28,000 - 34,000; Full time

Job summary

Trinity Employment Specialists in Tulsa, OK is seeking an Account Manager to support the Sales team and coordinate daily communications between customers and engineering/production teams. This role handles RFQ coordination, quote tracking, PO processing, sales order generation and provides general sales support.

The ideal candidate has at least 2 years of customer-facing experience, strong Excel and MS Office skills, excellent communication, 50 WPM typing, attention to detail, and the ability to

Qualifications

• Minimum 2 years of customer-facing experience.
• Strong Microsoft Excel experience is required.
• Proficiency with Microsoft Word, PowerPoint, and Outlook.
• Professional appearance and professional demeanor.
• Strong verbal and written communication skills.
• Excellent customer service skills.
• Ability to type at least 50 WPM.
• Strong attention to detail and organization.
• Ability to manage multiple priorities and meet deadlines.
• Ability to learn and use MRP/ERP software.
• JobBOSS experience is required.
• Ability to maintain confidentiality regarding customer and company information.

Responsibilities

• Handle daily customer communications and requests.
• Coordinate customer schedules and follow-up.
• Support the Sales and Management teams with customer needs.
• Maintain professional communication with customers and internal departments.
• Establish and maintain a quoting schedule.
• Distribute new RFQs to the Estimating team.
• Coordinate communication between customers and Estimating.
• Relay technical questions and customer clarifications.
• Track RFQ status and follow up as needed.
• Compile estimating information into complete JobBOSS quotes.
• Send quotes electronically to customers.
• Track quote status in JobBOSS.
• Follow up with customers prior to quote expiration.
• Maintain accurate quote records and documentation.
• Process customer purchase orders.
• Compare purchase orders against quotes; identify and communicate discrepancies.
• Coordinate production-related requirements.
• Generate corresponding sales orders.
• Ensure customer and order information is accurate.
• Serve as a primary point of contact for customers.
• Respond to customer questions and requests promptly.
• Route inquiries to the appropriate department.
• Follow up to ensure customer needs are addressed.
• Maintain strong professional relationships with customers.
• Assist with tradeshow preparation.
• Support customer and company events.
• Assist with marketing initiatives and company activities.
• Help maintain a positive and professional company image.

Skills

Customer-facing experience

Strong Excel experience

MS Word/PowerPoint/Outlook

Professional appearance and demeanor

Verbal and written communication

Customer service skills

Typing 50 WPM

Attention to detail

Time management / multi-priority

MRP/ERP software

JobBOSS experience

Confidentiality

Tools

JobBOSS

MRP/ERP software

Job description

Trinity Employment Specialists in Tulsa, OK is seeking an Account Manager to support the Sales team and coordinate daily communications between customers and engineering/production teams. This role handles RFQ coordination, quote tracking, PO processing, sales order generation and provides general sales support.

The ideal candidate has at least 2 years of customer-facing experience, strong Excel and MS Office skills, excellent communication, 50 WPM typing, attention to detail, and the ability to