Client Engagement Associate & Sales Coordinator

Job Description

The Client Engagement Associate & Sales Coordinator (CEA/SC) is a dual-function role that serves as both the office concierge and an active sales support resource for the team. This is not a traditional receptionist or administrative role. It requires initiative, attention to detail, and the ability to shift fluidly between client-facing responsibilities and sales production support.

The CEA/SC reports to the Managing Director and works closely with the Client Engagement Managers (CEMs). This full-time position offers the opportunity to gain contract furniture industry experience and knowledge of Haworth product.

Key Responsibilities

CEC Operations

• Conduct daily walk-throughs to maintain a showroom-ready appearance
• Maintain and organize product libraries, sample resources, and finish library
• Manage inventory and order kitchen, office, janitorial, and printing supplies
• Utilize MD credit card for CEC and event purchases within established budget
• Maintain SWAG inventory and branded showroom items in partnership with Marketing
• Coordinate with property manager and janitorial teams for facility needs; report IT and furniture concerns to appropriate contacts
• Update digital displays to align with current branding requirements
• Coordinate rotating ancillary vignettes with manufacturers and Marketing
• Assemble new hire welcome kits; learn and adhere to building requirements including life/safety, mailroom, and parking procedures
• Reception & Guest Services
• Answer and transfer incoming calls; relay urgent messages
• Greet guests, offer refreshments, and direct to meeting spaces
• Anticipate event needs; coordinate advance orders for catering, supplies, and materials
• Set up and break down events; prepare conference rooms with catering and printed materials
  
  

Mail, Shipping & Receiving

• Process daily mail including invoices, checks, correspondence, and samples
• Prepare and ship packages via FedEx and UPS online systems
• Receive and process furniture shipments for the CEC as needed
  
  

Administrative & Executive Support

• Handle incoming emails and calls on behalf of leadership as directed
• Assist with correspondence, agendas, and presentations aligned to corporate branding
• Assist MD with content compilation for the office monthly huddle
• Process and submit expense reports
• Adhere to company established policies, processes, and procedures; communicate effectively with all PeopleSpace team members; attend company meetings
  
  

Sales Support

• Assess incoming client needs and assist CEMs with open opportunities
• Assist in product specification, building a SIF, discounting, and product research
• Assist in preparing presentation materials and cutsheet packages of final specifications for client approval
• Obtain labor quotations and pricing quotations from vendors
• Assist with preparation of pricing quotations and budgetary Excel summaries; prepare quotes for presentations to customers
• Attend client meetings and presentations; capture detailed meeting minutes and project notes
• Assist with placing orders into the system; assist in creating and maintaining client standards (e.g., project finish schedules)
• Support lead entry and data tracking in NetSuite CRM; maintain contacts database in NetSuite on behalf of Marketing, MD, and/or Sales Ops
• Update vendor contacts and discount information by market in NetSuite
• Coordinate and schedule vendor Lunch & Learn sessions including invites, space, and logistics
• Support ancillary budget development using RRT spreadsheets to calculate discounting and GP
• Pick up and drop off finish samples as needed
  
  

Events

• Serve on Culture Committee to help plan and execute internal events
• Coordinate logistics for client CEC visits including communication, setup, and follow-through
• Assist with planning customer events, happy hours, and CEC tours
• Attend Marketing signature event planning meetings and execute assigned tasks
  
  

Qualifications & Skills

• Six (6) months of sales or customer service experience preferred
• Excellent communication and customer service skills
• Outgoing, interpersonal sales personality
• Ability to manage multiple priorities and shift between administrative and sales responsibilities
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams)
• Experience with NetSuite or similar CRM a plus
• Strong work ethic and self-motivated
• Bachelor’s Degree preferred