Account Coordinator

About Creative Realities

Creative Realities, Inc. (NASDAQ: CREX) is a full-service, digital signage solutions company with a passion and purpose of connecting brands and people in spaces and places they love. We design, develop, deploy and maintain digital experiences that are contextually relevant, omni-channel, and specific to the physical environment. Our approach is consultative, tech-agnostic, and solution centric. Our capabilities are end-to-end with the ability to deploy at scale - whether its thousands of locations or a single flagship experience. We specialize in key verticals including Automotive, C-Store, QSR, Heath Care, Retail, and Sports & Entertainment with extensive experience in how digital transforms these environments. Our purpose-built CMS software and ad-revenue / monetization platforms are considered best in class and serve as the backbone for successful installations and ongoing support. Visit www.CRI.com for our full story.

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.

Key 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

Key Competencies / Behaviors

• 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

Additional Information

• This is a support role; account ownership and revenue responsibility reside with Account Managers
• Occasional extended hours may be required during peak periods (e.g., quarter-end)
• Travel not required

Our Core Values

The ideal candidate represents these six core values:

• Passionate We are a group of passionate people. This is the best way to describe TEAM CRI. We work hard and we are proud of the results we produce each and every day. And, we have some fun along the way!
• Respectful We value diversity and unique contributions. We foster a trusting, open and inclusive environment. We treat our clients, partners and our team in a manner that reflects these values.
• Do the Right Thing We do what we say we will do. Our actions shall always be fully transparent and genuine. Our dealings with clients, co-workers and partners must always be conducted with honesty.
• Helps First We are stronger when we work together. We help first, no matter what—whether it’s with our clients or our internal teams.
• Nimble Minded When conventional thinking and processes fail, we want to be the first to provide fresh ideas and solutions. We break through adversity and respond quickly.
• Expects Excellence What we deliver is what we will be measured on. We are committed to getting it right.

Education and Experience

• 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

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.

Thank you for your interest in Creative Realities! We look forward to hearing from you.