Account Associate

Insidesource DEI StatementBy nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to “unleash human and business potential.” We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.Job SummaryThe 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 may be assigned to support Account Managers on large projects as well as be assigned to work on smaller projects independently. The Account Associate is responsible for project and daily work order activities and complete client satisfaction for their team’s accounts. Essential Duties and Responsibilities:Produce detailed, accurate and professional looking quotes to be presented to the client in a timely mannerEnsure consistency of costs and sell amounts for all products and services based on contract pricing, gross margin guidelines and established service pricingAssist Account Manager to define project design approach and furniture solutions for projectsResponsible for “cost-of-sale” against client purchasesAttend meetings as needed with Account Managers and designer to identify initial scope of work and intentEnsure documentation standards are maintained for all assigned account activities; ensure dealership process and procedures are followedEnsure a responsible close of sale by obtaining signed client approval documents (signed purchase orders/proposals, typical, finish schedules, etc.) and deposits as requiredReview and proof order prior to release to manufacturers for basic information (ship to, bill to, contract number, etc.), accuracy and completenessWork with vendors and internal project teams to reconcile acknowledgement discrepancies and manage timely ship dates based on project requirementsManage and publish client status reports as neededCoordinate 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 completionStay involved throughout project implementation to ensure that any bottlenecks or changes in scope are identified and resolved, and that both client and dealership are satisfiedWork 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 clientServe 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 developmentPartner with New Business Development/Account Executives to respond to requests for information, pricing and/or services Supervisory ResponsibilitiesNone Skills, Knowledge, Experience RequiredCapacity 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 transactionsPractical working knowledge of contract furniture systems and products preferredAdept at managing multiple projects simultaneously in a fast-paced work environmentExcellent and effective at oral and written communicationStrong organizational, analytical and administrative skillsAbility to see the big picture and integrate into day-to-day tasks and activitiesUnderstanding of the complexities and sophistication required to thrive in the dealer environmentFluid interpersonal skills to interact effectively with a wide range of customers, personnel and departmentsStrong customer service skills and experience with customer account managementExperience with Dealership business systems preferredFurniture product specification knowledge preferredBackground in customer serviceInterior design background a plus