What are the responsibilities and job description for the Account Coordinator position at The Bexar Company?
Account Coordinator
Location: Carrollton, TX (On-Site)
About the Company
We are partnering with a well-established distribution and manufacturers’ representative organization that has been serving the building materials industry for over 50 years. The company supports window manufacturers, door companies, and installers with high-quality products, technical expertise, and dependable service.
With a strong reputation across Texas and the broader Southern U.S., the business is now entering an exciting phase of growth under new ownership. Backed by strategic leadership and investment, the company is expanding into new markets — including Dallas–Fort Worth — and building a high-performance team to support that growth.
This is a unique opportunity to join a company that combines stability with momentum and is intentionally scaling.
The Opportunity
This is not a traditional support role — this is true account ownership. The Account Coordinator is the primary point of contact for a portfolio of high-priority customers and is responsible for maintaining, growing, and protecting those relationships day-to-day. You are not waiting for customers to call — you are proactively managing accounts, anticipating needs, handling orders end-to-end, and ensuring a consistently high level of service.
You will work alongside:
- A Territory Manager (focused on new business and field relationships)
- A Customer Service Associate (handling inbound and lower-volume activity)
Your role sits in the middle — owning the accounts that matter most and ensuring nothing falls through the cracks. This role is ideal for someone who thrives in a high-touch, fast-paced, phone-heavy environment and takes pride in owning relationships and delivering consistency.
Key Responsibilities
Proactive Account Management
- Maintain a consistent outreach cadence across all assigned accounts
- Call top-tier accounts weekly to review orders, needs, and account health
- Engage core accounts bi-weekly to maintain relationships and identify opportunities
- Anticipate reorder cycles and initiate contact before customers need to reach out
- Monitor account activity and proactively address declines or risks
- Introduce new products and identify cross-sell opportunities
Order Management & Execution
- Own orders from entry through delivery confirmation
- Ensure accuracy in product specs, pricing, and order details
- Confirm deliveries within 72 hours of expected ship dates
- Proactively manage backorders and communicate timelines
- Turn quotes quickly (same day for standard, 24 hours for complex)
- Follow up on all open quotes within 48 hours
Account Stewardship & CRM Discipline
- Log all customer interactions same day in CRM
- Maintain complete and accurate account profiles
- Track ordering patterns, contacts, and preferences
- Document competitive insights and customer feedback
- Keep all account data current and actionable
Technical Support
- Serve as the first point of contact for product-related questions
- Develop strong knowledge of key product lines and applications
- Respond quickly to inquiries (within 2 hours when possible)
- Escalate complex issues appropriately while maintaining ownership
Team Collaboration
- Partner closely with Territory Managers on account strategy
- Ensure smooth handoff of new accounts within 48 hours
- Communicate real-time updates on account health and issues
- Collaborate with Customer Service on accounts showing growth signals
- Participate in weekly meetings with actionable updates
Qualifications
- 5 years of experience in account management, inside sales, or customer-facing B2B roles
- Experience in building materials, distribution, hardware, or related industries strongly preferred
- Familiarity with window/door products or related trades is a plus
- Experience supporting or working alongside outside sales teams
- Strong phone presence and comfort with proactive outbound calling
- Experience with CRM systems (Salesforce preferred) and order management tools
- Familiarity with QuickBooks or similar systems is a plus
- Bilingual (English/Spanish) strongly preferred
Success Profile
- Proactive by nature — does not wait to be told what to do
- Highly organized with strong attention to detail
- Strong communicator — confident, clear, and professional
- Takes full ownership of accounts and outcomes
- Thrives in a fast-paced, high-volume environment
- Disciplined with CRM and data tracking
- Strong problem-solver who follows through
Why This Opportunity
- Join a stable company with 50 years of industry success
- Be part of a high-growth phase under new ownership
- True ownership of key customer relationships
- Highly collaborative team structure with clear roles
- Opportunity to directly impact revenue and customer retention