Customer Account Coordinator

Colonial Group; Green Bay (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

ESOP (employee stock ownership)

Health, dental & vision insurance

401(k) with company match

Paid vacation, sick days & holidays

Wellness resources & on-site nurse

Onsite café

Employee product discounts

Educational reimbursement

Full benefits package

Job summary

Colonial Group is seeking a Customer Account Coordinator to join our OEI team. The role focuses on sales, product, and order support for a defined OEI Sales group, handling pre-sales quotes, pricing, and post-sales logistics with internal partners.

As CAC, you will liaise across departments to coordinate transportation, delivery, and timely resolutions of quality issues, leveraging knowledge of OEI Systems, Desk, and Seating products to deliver excellent service.

Qualifications

• Associate's or Bachelor's degree or equivalent combination of education and experience.
• Two+ years of customer service, sales support, or project management experience preferred.
• Proficiency with BPCS, Microsoft Word, Excel, Outlook, eSpec, and SAP.

Responsibilities

• Develop and provide comprehensive quotes for OEI products, including Seating, Systems, and Desking, using eSpec and required platforms.
• Create, review, and validate product checklists to ensure accuracy before order processing.
• Support the mock-up process, including approval, review, installation, and final disposition.
• Coordinate freight quotes, color matches, sample requests, testing requests, COM/KOM requirements, pricing, and approvals.
• Provide product pricing, technical support, and training for OEI products and services.
• Review and process order specials, submit requests as required, and coordinate drawing approvals with customers.
• Coordinate expedited lead times with Production, Custom Options, Design, and Transportation teams as needed.
• Manage delivery and installation schedule changes with installers after order release.
• Review, process, and manage order changes and cancellations after entry.
• Process and administer billing activities for consignment programs.

Skills

Customer service

Sales support

Project management

Education

Associate's or Bachelor's degree

Tools

BPCS

Microsoft Word

Excel

Outlook

eSpec

SAP

Job description

KI is seeking a Customer Account Coordinator (CAC) to join our OEI team!

The Customer Account Coordinator provides exceptional sales, product, and order support to an assigned OEI Sales team member, their customers, and other business partners for all product lines, with the exception of Wall products.

The CAC is responsible for all inbound pre-sales and post-sales activities generated by their assigned account group. Pre-sales responsibilities include preparing quotes, pricing, and related customer support. Post-sales responsibilities include coordinating transportation and delivery schedules with the appropriate OEI and KI departments, as well as ensuring the timely resolution of quality-related issues.

The CAC must possess broad technical knowledge of OEI Systems, Desk, and Seating products and services in order to deliver first-class service to all OEI and KI internal and external customers.

Responsibilities

• Develop and provide comprehensive quotes for OEI products, including Seating, Systems, and Desking, utilizing tools such as eSpec and other customer-required platforms.
• Create, review, and validate product checklists to ensure accuracy and completeness prior to order processing.
• Support the mock-up process, including approval, review, installation, and final disposition.
• Coordinate freight quotes, color matches, sample requests, testing requests, COM/KOM requirements, pricing, and approvals.
• Provide product pricing, technical support, and training assistance for OEI products and services.
• Review and process order specials, submit requests as required, and coordinate special drawing approvals with customers.
• Coordinate expedited lead times with Production, Custom Options, Design, and Transportation teams as needed.
• Manage delivery and installation schedule changes with installers following order release.
• Review, process, and manage order changes and cancellations after order entry.
• Process and administer billing activities for consignment programs.

What you Need to Succeed

• Associate's or Bachelor's degree, or equivalent combination of education and experience.
• Two or more years of customer service, sales support, or project management experience preferred.
• Proficiency with BPCS, Microsoft Word, Excel, Outlook, eSpec, and SAP.

What KI Offers You

• Participation in our Employee Stock Ownership Plan (ESOP): As an employee, you will have stock ownership in the company.
• Competitive Health, Dental, & Vision Insurance: Comprehensive coverage for your well-being.
• A 401(k) Plan with Company Match: A retirement savings plan with employer contributions.
• Paid Vacation, Sick Days, & Holidays: Time off to recharge and spend time with loved ones.
• Wellness Resources: Access to an on-site fitness center, fitness reimbursement program, and on-site nurse.
• Onsite Café: Enjoy a full breakfast and lunch menu right at work.
• Employee Product Discounts: Special pricing on company products.
• Educational Reimbursement Program: Support for degree programs and certifications.
• Full Benefits Package: Includes life insurance, short-term disability, long-term disability, and an Employee Assistance Program (EAP).