Account Coordinator

Job Overview

Responsible for supporting the onboarding, setup, and ongoing maintenance of builder and contractor accounts. This role ensures all account information, documentation, pricing structures, and contacts are accurate within company systems. The Account Coordinator serves as a key communication link between clients, project managers, and sales representatives to ensure a seamless customer experience, while also gathering client feedback to improve operations and service delivery

Job Requirements Include

• 40% Coordinate onboarding of new accounts by ensuring all required forms, documentation, contacts and pricing levels are completed and properly entered into the company sales system. Train new clients on company processes including scheduling of jobs, purchase order requirements, showroom expectations, and key contacts.
• 20% Maintain and audit existing accounts to ensure accuracy of contact information, pricing levels, and documentation. Complete semi-annual account reviews and update SOPs as needed.
• 15% Serve as a liaison between project managers, outside sales representatives, and clients to address questions, resolve issues, and ensure clear communication across all parties.
• 10% Communicate updates to clients regarding pricing changes, product offerings, and builder program updates in coordination with the leadership team.
• 10% Present client reviews, feedback, and opportunities for improvement to the Director of Operations. Act as the voice of the customer by gathering and sharing feedback to improve service and processes.
• 5% Proactively engage clients by encouraging showroom tours, coordinating introductions to project managers and leadership, and supporting relationship-building efforts.
• Fast-paced environment; must be able to multi-task and manage multiple accounts and priorities simultaneously.
• Strong attention to detail with the ability to maintain accurate records and documentation.
• Excellent verbal and written communication skills.
• Successfully communicate across all levels of the organization, including external customers.
• Strong interpersonal communication skills; maintain excellent working relationships with co-workers, vendors, and customers.
• Ability to learn and utilize company systems, including CGM proprietary software.
• Good problem-solving capability; analytical and process-oriented mindset.
• Be able to work a flexible schedule as business needs arise.
  
  

Work Environment

This is an in-person position based in the company showroom in Powhatan, VA. The role requires regular on-site collaboration with internal teams and clients with approximately 20% local travel for client meetings and support.

Minimum Qualifications

Must be 18 years of age or older.

Must be legally permitted to work in the United States.

Education Required

High school graduate or GED.

Preferred Qualifications

• 2-4 years of experience in account coordination, customer service, sales support, or operations
• Experience working with CRM or sales systems
• Strong organizational skills with the ability to manage multiple accounts and priorities
• Detail-oriented with strong accuracy in data and documentation
• Ability to build and maintain professional relationships with clients and internal teams
• Experience in construction, building materials or kitchen and bath industry preferred