Strategic Accounts Coordinator

Cottage Grove, WI (http://maps.google.com/maps?q=Cottage+Grove+WI+USA+53527) • Sales/ Operations

Apply

Job Type

Full-time

Description

Position Overview:

Under the direction of the Strategic Accounts Sales & Support Manager, the Strategic Accounts Coordinator is someone who performs and oversees a variety of account coordinating duties in accordance with company policies and procedures. This is a non-supervisory position.

Responsibilities:

Collaborate with Strategic Account Manager(s) and National Account Sales Manager(s) on the following:

· Create new quotes and updating existing ones with direction from the sales account managers and SA Sales & Support Manager.

· Assist with sales order entry and sales order management

· Obtain Payment Information

· Obtain Site Survey, anchoring agreements and Technology documents from customers

· Work with internal teams on customer technology needs

· Obtain tax exempt certificates and gathering certificates of insurance

· Collect shipping and installation information

· Assist with Demo paperwork and tracking

· Become an additional contact for the outside sales team and internal departments.

· Partner with internal teams such as IT, shipping, finance, etc.

Follow the order management process:

· Review inventory and communicate lead times

· Maintain SharePoint sites, shared documents and calendars

· Assist the internal sales team and Senior Account Specialists to create and manage National and Strategic account price lists

· Attend webinars regarding facility set up and technology needs

· Facilitate 2D and 3D layouts

· Facilitate weekly or bi-monthly meetings to review Strategic Account with Sales Manager, Customer, etc.

General Sales Support:

· Cross train with other SA and Inside Sales coordinators

· Assist and complete special projects as required

· Communicate effectively and often with sales team, customers and all internal departments

Maintain Work Practices:

· All paperwork and database entries must be filled out completely and accurately

· Maintain work area to 5S standards as posted in work area

· Maintain a professional image by projecting a positive and professional demeanor to all internal and external contacts

Marginal Job Functions:

· Follow all related SOP’s; document changes and update as needed.

· Other duties and responsibilities as required or assigned

Requirements

Education:

· Associate degree or combination of equivalent of education and experience required.

Experience:

· Minimum of 1-2 years in position of similar office or sales experience in coordinating multiple tasks and information flow within a customer and/or sales environment required

· 1 – 3 years of experience in Administrative Sales support preferred.

· Experience directly related to sales, supply chain or operations preferred.

Other Requirements:

· Proficient in Excel, Word, PowerPoint, Outlook, Teams, SharePoint.

· SAP experience, Microsoft CRM preferred

· Valid driver’s license is required

Benefits:

We offer an excellent compensation package and team-oriented work environment with growth opportunities.Some of our outstanding benefits include:

· Health & Dental Insurance

· Company paid Life Insurance

· 401(k)

· Paid Time Off benefits

· Product discounts

· Wellness programs

EOE/M/W/Vet/Disability

#ZR