Coordinator, Account I

Corovan; Fullerton (CA); On-site; USD 25,000 - 29,000; Full time

Job summary

Corovan is seeking an Account Coordinator I to manage onsite administrative tasks for O&I moves, installations and tech jobs in Orange County. You will enter and track work orders in MS Excel, assign tasks, and generate daily and weekly reports for the account manager and Transportation Manager.

The role requires strong organizational skills, attention to detail, and ability to communicate effectively with customers and teammates.

Qualifications

• Proficient in MS Excel and order entry; able to enter and track work orders.
• Experience performing administrative duties and handling customer interactions.
• Ability to work onsite and maintain professional appearance and punctuality.

Responsibilities

• Enter, track and update customer work-orders in MS Excel.
• Assign, schedule and close daily tickets with clear task details.
• Prepare daily timecards and reports for management.
• Maintain online reports and weekly KPI data for customer reviews.
• Coordinate with Account Manager and Transportation Manager on issues.

Skills

Organization

MS Excel

Communication

Time management

Attention to detail

Customer service

Teamwork

Education

High school diploma or GED

Tools

Order Entry System

MS Excel

Job description

• Pay or shift range: $18.25 USD to $21.33 USD
  The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Description

$18.25 - $21.33 / Hourly

** Please note that this position is subject to pre-employment drug testing and criminal background checks, which include 7-year employment verifications. **

Reporting to the Transportation Manager, this position is onsite with a small to mid-sized customer. The Account Coordinator I coordinates commercial projects (O&I Moves, Installation and Tech Jobs) interacting with end users and the account manager. This position enters, tracks and updates work-orders in MS Excel, including confirming, assigning, scheduling work orders for next day’s schedule, and generating reports as required.

This position is also responsible for reporting and escalating any customer related issues about the administration of the account to Transportation Manager.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Administrative Duties:

· Reports to the customer site as directed by supervisor, on-time and in appropriate company attire every day.

· Takes ownership of customer relationship – ensures customer satisfaction with all coordinator duties to achieve a 100% quality rating.

· Enters customer work orders in the Order Entry System, confirms and converts jobs according to policy.

· Complete and confirm daily timecards and BOL email to the management.

· Enter the tracking information into order entry.

· Pull out the new tickets daily and assign to the employees. Ensure the tasks information on the tickets are clear (location, start time, date, head count, set up style, etc…)

· Close the daily tickets. Confirm the completion status of all the assigned tasks with end user before closing.

· Pull weekly New Hire/Exit/Move List/Move Surveys.

(Email to team’s involved; Name tags; Move instructions; Follow-up emails; Issues/problems; Create ticket for each task weekly)

o Add in type of ticket # (ergo, event, reconfigurations, etc)

Reporting:

· Keep online reports system up to date for weekly meetings with customers (Team Meeting Weekly Tasks; Desk drops/Signage distribution/pick up; Move/NH/Exit for the week; Received/Closed ticket counts; Meetings and Event schedule/tracking; Open ticket report; Move Survey results)

· Daily report tracking of tickets on spreadsheet

o Add new tickets in report daily (track by quarter)

o Enter crew information (start/end time, crew count, total time)

· Keeps current Blue File Report updated in Excel file on S drive by running “activity report” in order entry daily.

· Solves payroll or export issues with accounting personnel daily.

· Make sure all work orders are printed and provided to Account Manager daily.

Customer Relations:

· Attend weekly review with customers, facilities and securities.

· Adhere to customer’s onsite requirements for policies, procedures, safety and securities.

· Assist Account Manager with administration to ensure all assigned onsite personnel are properly trained regarding customer’s policies, procedures, safety and securities.

· Responsible to report all violations of company policies and customer’s requirements.

· Assist with data collection to report required data for customer’s KPI for quarterly business reviews.

· Attend weekly coordination meeting with Operations Management.

· Required to follow customer’s dress code.

· Communicate with co-workers, management, clients and vendors in a courteous and professional manner. Provide exemplary customer service to all internal and external customer at all times. All inquiries must be responded in a timely manner.

· Work closely with Customer Management team as well as the Corovan Account Management and Sales team to address any customer issues or concerns.

Other:

· Promote Corovan’s Mission and Vision Statements.

· Continuously promotes compliance with company policies and procedures.

· Participate in process improvement projects as required.

· Ensure that desktop and workstation is kept clean.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

COMPETENCIES:

1. ORGANIZATION SKILLS - Organization skills, attention to details, and the ability to prioritize in a changing environment.

2. LANGUAGE SKILLS - Ability to read and interpret documents written in English such as procedures, work instructions, and timesheets. Must efficiently communicate with customers and coworkers.

3. MATHEMATICAL SKILLS - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to read and correctly interpret the legend on installation drawings and read both standard and metric tape measures.

4. REASONING ABILITY - Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

5. LEADERSHIP - Strong interpersonal, training and leadership skills. Ability to motivate crew to accomplish objectives.

6. COMMUNICATION SKILLS – Ability to effectively communicate with potentially stressful and/or emotional situations.

7. OTHER DUTIES:

• Strong collaboration skills, ability to work effectively in a team environment as a positive team player.

b. Ability to prioritize projects and work well under pressure to meet the deadlines.

c. Requires effective decision-making skills for handling customer and teammate escalations. Calm, thoughtful response capability that displays the ability to treat everyone with respect and arrive at win-win solutions.

d. Ability to prioritize projects and work well under pressure to meet the deadlines.

• Able to work independently.
• Requires flexibility to adapt to changing customer and staffing needs, with a cooperative attitude.
• Comfortable working with customers as well as sales, accounting and other departments.
• Ability to learn and understand the business model, and make suggestions in processes, procedures, and operations to improve branch and team effectiveness.
• Ability to handle and safeguard sensitive and confidential information required.

j. May be familiar with and able to train other using various moving equipment and its proper usage such as dollies, carts, pads, straps, pallet jacks, forklifts, ramps, lift gates, and all specialty equipment including but not limited to roll-a-lifts, Genie lifts safe jacks, J bars, etc., etc.

k. Must be familiar with basic systems furniture nomenclature and be able to identify upon sight, the major lines of the three major manufactures; Steelcase, Herman Miller and Haworth.

l. May be familiar with laboratory moving including packing of lab equipment, fine tune and detail work, PC disconnect and reconnect and must possess good customer service skills.

• May be familiar with the O&I move process and understand the move labeling and directional signage.

EDUCATION and/or EXPERIENCE:

1. High school diploma or general education degree (GED); related experience and/or training; or equivalent combination of education and experience.

2. One (1) – two (2) years’ administrative experience in a related industry experience and/or training.

3. Proficient level in MS Office, including MS Excel required.

4. Experience integrating within a team in high-demand, customer-facing environments preferred.

PRIMARY LOCATION:

Orange County.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Individuals are required to be able to sit or stand for long periods as needed throughout the day.

1. Walking: May require walking primarily on a level surface, but may include walking on uneven or inclined surfaces for lengthy periods throughout the day, often up and down stairs. May occasionally also include climbing or descending stairs while carrying goods up to 20 pounds.

2. Handling: Seizes, helps or works with hands.

3. Lifting: Proper lifting techniques required. May include lifting up to 25 pounds, and pushing or pulling up to 25 pounds on a dolly occasionally.

4. Reaching: Extends hands and arms in any direction, reaching above shoulder heights, below the waist or lifting as required.

5. Standing: Remains in standing position if required to perform various functions of the job.

6. Stooping: Bends body downward and forward by bending at knees or waist, including but not limited to, twisting, kneeling throughout the day.

7. Vision: Reads paperwork and records on the computer.

8. Talking: Communications by phone and in person.

9. Sitting: Sits at desk.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This list is not all inclusive.

1. Temp/Weather: Works in either 1) Office environment - for the most part ambient room temperatures, lighting and traditional office equipment, and 2) Warehouse – may be exposed to cold temperature, and 3) Outside - may be exposed to wet and/or humid conditions, outside weather conditions and extreme cold.

2. Noise: Works in office, warehouse or outside environment, with constant or intermittent noise.

POSITION TYPE/EXPECTED HOURS OF WORK:

1. This is a full-time, regular position with a minimum expectation of 40 hours per week.

2. Employees might be required to work late evenings or weekends depending on the business needs.

3. All Overtime must be approved by manager before working.

AAP/EEO STATEMENT:

The Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type, without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

TRAVEL:

None.

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.

REASONABLE ACCOMMODATIONS:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ACKNOWLEDGMENTS:

I have reviewed this job description and I understand all my job duties and responsibilities. I am able to perform the essential functions as outlined. I understand that my job may change on a temporary or regular basis according to the needs of my location or department without it being specifically included in the job description. If I have any questions about job duties not specified on this description that I am asked to perform, I should discuss them with my immediate supervisor or a member of the Human Resources staff.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.