Account Associate

INSIDE SOURCE INC.•San Jose, CA

5h•$70,000 - $80,000

About The Position

The Account Associate provides timely response to clients’ requests for products, services and/or information. They are the primary point-of-contact for coordinating project activities including specification development, proposal development, scheduling services, project status updates and oversight of installation for projects. The Account Associate functions as the right hand supporting an Account Manager on large projects, and is assigned to work on smaller projects independently. They are responsible for project and daily work order activities and complete client satisfaction for their team’s accounts.

Requirements

Capacity to learn and use dealership business system and other industry-specific technologies at advanced levels
Proficiency in Microsoft Office software (Excel, Word, Outlook)
Independently manage sales transactions
Adept at managing multiple projects simultaneously in a fast-paced work environment
Excellent and effective at oral and written communication
Strong organizational, analytical and administrative skills
Ability to see the big picture and integrate into day-to-day tasks and activities
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, personnel and departments
Strong customer service skills and experience with customer account management

Nice To Haves

Practical working knowledge of contract furniture systems and products preferred
Experience with Dealership business systems preferred
Furniture product specification knowledge preferred
Background in customer service
Interior design background a plus

Responsibilities

Produce detailed, accurate and professional looking quotes to be presented to the client in a timely manner
Ensure consistency of costs and sell amounts for all products and services based on contract pricing, gross margin guidelines and established service pricing
Assist Account Manager to define project design approach and furniture solutions for projects
Responsible for “cost-of-sale” against client purchases
Attend meetings as needed with Account Managers and designer to identify initial scope of work and intent
Ensure documentation standards are maintained for all assigned account activities; ensure dealership process and procedures are followed
Ensure a responsible close of sale by obtaining signed client approval documents (signed purchase orders/proposals, typical, finish schedules, etc.) and deposits as required
Review and proof order prior to release to manufacturers for basic information (ship to, bill to, contract number, etc.), accuracy and completeness
Work with vendors and internal project teams to reconcile acknowledgement discrepancies and manage timely ship dates based on project requirements
Manage and publish client status reports as needed
Coordinate delivery/install dates with vendors, Operations, clients and Project Managers (depending on work scope)
Follow-up on punch list, communicate with vendors, expedite and coordinate follow up service through project completion
Stay involved throughout project implementation to ensure that any bottlenecks or changes in scope are identified and resolved, and that both client and dealership are satisfied
Work collaboratively with client and client’s third-party firms, including A&D firms, general contractors, electrical and communication engineers, client’s IT group, etc.
Resolve discrepancies with invoicing to insure timely payment and project completion with client
Serve as a hub of communication and information to other cross- functional teams (Design, Project Management, Finance and Operations)
Participate in product and professional training programs and activities for on-going growth and development
Partner with New Business Development/Account Executives to respond to requests for information, pricing and/or services