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Senior Account Coordinator

2 months ago

London, UK, United Kingdom Insidesource Full time

Insidesource DEI Statement

By nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to “unleash human and business potential." We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.


Job Summary

The Senior Account Coordinator provides high-level support to customers and internal dealership organization. They possess the highest level of technical skills and understanding of the order fulfillment process within the department. The Senior Account Coordinator provides day-to-day support to the department by fielding questions, troubleshooting issues, and modeling best practices. They execute superior communication skills both internally and externally. Provide on-going training support to department and work with dealership management to foster on-going process development and improvement.


Essential Duties and Responsibilities:


Order Preparation and Management

  • Create accurate and complete client proposals, to include new customer set-up, entry/import of specifications, pricing, classification, and revenue codes.
  • Generate purchase orders upon receipt of required documentation and/or deposit per current process.
  • Ensure orders are entered promptly and reviewed for accuracy and completeness before being sent to the manufacturers/vendors.
  • Work with vendors and internal project teams to reconcile acknowledgement discrepancies and manage timely ship dates based on project requirements.
  • Create and publish customer status reports.
  • Coordinate delivery/install dates with vendors, Operations, clients, and Project Managers (depending on work scope).
  • Obtain punch list, enter into business system, communicate with vendors, expedite and coordinate follow-up on service through completion.
  • Assist with project management responsibilities as needed, to include spec checks and punch ID/resolution.
  • Ensure factory interface in on-going and that orders are monitored, projected ship dates meet project schedule requirements, that all acknowledgements are checked and discrepancies followed up on, and that orders are closed out in a timely and responsible manner.
  • Participate in vendor and dealer training programs and activities for on-going professional growth and development.


Departmental Responsibilities:

  • Carry out requested tasks to support efforts of individual sales representatives and Account Managers, which can include pre-sale activities (requesting product and labor quotes, being the point of contact for smaller scope projects).
  • Serve as a hub of communication and information to other cross-functional teams (Design, Project Management, Finance and Operations).
  • Ensure that all communication with internal and external customers is timely, accurate, and meets customer requirements for information and order status.
  • Participate in vendor and dealer training programs and activities for on-going professional growth and development.


Insidesource Core Responsibilities

  • Exemplify Insidesource values of Team First, Client Led, Change Makers, Experience Focused.
  • Participate in All Company Meetings and Regional Town Halls.
  • Embody diversity, equity, and inclusion in our Insider community and business practices.


Skills, Knowledge, Experience Required

  • 5+ years of experience of Account Coordinator experience is required.
  • Background in customer service.
  • Ability to independently manage sales transactions.
  • General knowledge of all aspects of contract furniture management, including customer service, account management, project management and design.
  • Proficiency in MS Office Suite (Word, Excel, Outlook, etc.).
  • Ability to work in dealership business system and 20/20 at advanced levels.
  • Understanding of the complexities and sophistication required to thrive in the dealer environment.
  • Fluid interpersonal skills to interact effectively with a wide range of customers, vendors, personnel, and departments.
  • Ability to see the big picture and integrate into day-to-day tasks and activities.
  • Excellent and effective oral and written communication.
  • Prior experience successfully managing multiple projects simultaneously in a fast-paced work environment.
  • Excellent analytical and problem-solving skills.
  • Strong organizational and administrative skills.
  • Experience in customer service required.
  • Demonstrated commitment to professionalism, integrity, and sound judgment in business transactions, and to providing the highest level of customer satisfaction.