Account Coordinator

US LBM•Charlotte, NC

About The Position

The Account Coordinator assists with customer sales and provides product support to Account Managers. The position supports sales with a strategic focus on key customer accounts and typically works in an office environment. It also processes accounts payable and receivable and maintains related records. The role supports customer inquiries, estimates, orders, product pricing, deliveries, installations, billing, inventory, and sales administration. The Account Coordinator also provides clerical support and performs other assigned duties while complying with company policies and workplace safety standards.

Requirements

  • High school diploma or GED.
  • Two years of accounts receivable experience.
  • Proficiency using a calculator, CRT, and cash register, and experience using a computerized accounts receivable system.
  • Knowledge of building supplies, applications, related equipment, and/or the construction industry.
  • Good interpersonal and customer relations skills.
  • Excellent oral and written communication skills.
  • Familiarity with inventory and inventory control.
  • Strategic mindset: seeing future possibilities and translating them into breakthrough strategies.
  • Planning and alignment: planning and prioritizing work to meet commitments aligned with organizational goals.
  • Business insight: applying knowledge of business and the marketplace to advance organizational goals.
  • Collaboration: building partnerships and working collaboratively to meet shared objectives.

Responsibilities

  • Provide support to Account Managers.
  • Assist with sales presentations and make joint sales calls with sales representatives.
  • Respond to customer inquiries about product selection, order placement, prices and quotations, complaints, and delivery and installation scheduling.
  • Obtain orders from customers and sales representatives; enter work orders, credit returns, return authorizations, pick tickets, and service requests; and file paperwork.
  • Prepare estimates, price materials for quotes and orders, and write order tickets.
  • Coordinate the purchase and delivery of special products.
  • Obtain information on pricing, specifications, uses, and availability.
  • Communicate customer needs to the scheduler, identify rush orders for expediting, and communicate delivery dates to customers and the logistics team.
  • Check on back orders and resolve outstanding issues; solve billing problems and compile data for closing.
  • Maintain stock levels on the sales floor and in the stockroom.
  • Record and invoice credit and cash received and prepare bank deposits.
  • Assist sales personnel with quotes, order entry, and inter-store transfers.
  • Provide clerical support by filing, sorting, and opening mail.
  • Perform other duties as assigned.
  • Comply with all policies and standards and adhere to the company’s commitment to workplace safety.
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