Account Coordinator

Creative Realities Inc • Louisville, KY

2d

About The Position

The Account Coordinator is a key member of the CRI Account Management Team, providing day-to-day support to Account Managers in servicing assigned client accounts. This role is responsible for assisting with client communications, quote preparation, order processing, and internal coordination to ensure a seamless client experience.

The Account Coordinator will develop a working knowledge of the digital signage industry and CRI’s products and services to effectively support client needs and internal processes. This position plays a critical role in maintaining accurate data, coordinating cross-functional activities, and ensuring timely execution of client requests. The ideal candidate is detail-oriented, responsive, and highly organized, with a strong customer service mindset.

Requirements

• Strong organizational skills with high attention to detail
• Excellent written and verbal communication skills
• Team-oriented with the ability to collaborate across departments
• Proactive, dependable, and responsive with a strong sense of accountability
• Ability to manage multiple tasks and prioritize in a fast-paced environment
• Positive attitude and willingness to learn and grow within the role
• Customer service mindset with a focus on responsiveness and accuracy
• Ability to follow established processes while identifying opportunities for improvement
• Comfortable working with deadlines and shifting priorities
• College degree or equivalent 
• +2 years sales experience with A/V industry knowledge preferred 
• Prior customer service and sales experience is required
• Success in building relationships and rapport at all levels of the business
• Experienced user of software CRM tools.
• Proficient with Microsoft Office applications
• Technical aptitude and ability to translate technical concepts for non-technical buyers

Responsibilities

• Support Account Managers in maintaining client relationships and ensuring client satisfaction
• Assist with onboarding new clients from the New Business Development team
• Enter, update, and maintain accurate sales pipeline activity in the CRM system
• Maintain and update customer records in the customer service database
• Assist in preparing, reviewing, and managing client quotes (standard and custom)
• Coordinate with Account Managers to ensure quotes align with client requirements
• Support Sales Order processing, including validation and submission to Accounting and Operations upon receipt of Purchase Orders
• Help coordinate project handoff meetings from Sales to Operations and Accounting
• Assist the Account Manager with internal communication with other departments (Engineering, Operations, Accounting) to support project execution
• Assist in gathering project requirements and preparing internal documentation (e.g., content and engineering briefs)
• Respond to client inquiries and route requests appropriately to Account Managers or internal teams
• Support invoicing requirements and ensure proper documentation is in place
• Stay up to date on CRI products, services, and internal processes

Benefits

• Company paid individual portion of Medical, Dental, Life, Long and Short-Term Disability insurances
• Access to participate in company Vision insurance and other voluntary benefit programs
• Eligibility for a high-deductible health plan (HDHP) with HSA option, including HSA company contribution, FSA, DCFSA
• 401(k) program, including company paid match of up to 3% of annual salary
• Paid time off and holiday pay
• May be subject to change based on open enrollment periods or at the Company’s discretion.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees