Service Coordinator

Account Coordinator

The Account Coordinator will work closely with both the sales and account management teams to support the end-to-end client lifecycle, including opportunity creation and finalization in the CRM, assisting with proposal preparation, and processing purchase and change orders. This role requires a strong understanding of administrative tasks in sales operations and the ability to ensure seamless workflow across accounts.

Key Responsibilities

• Assist in creating, managing, and closing opportunities within the CRM system.
• Support proposal development, including gathering required documentation and coordinating input from relevant teams.
• Process purchase orders and change orders, ensuring all documentation meets company and client requirements.
• Maintain accurate client and account records; update CRM and internal systems regularly.
• Collaborate cross-functionally with sales, account managers, and other support teams to deliver timely and high-quality client service.
• Monitor the status of active projects and communicate updates to stakeholders as needed.
• Prepare and track various sales documentation, reports, and correspondence.

Qualifications

• Demonstrated experience in an administrative, sales support, or account coordination role.
• Strong organizational and communication skills, with an ability to manage multiple tasks and deadlines.
• Familiarity with CRM platforms (e.g., Salesforce, HubSpot, or similar) is preferred.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) or equivalent productivity tools.
• Attention to detail and problem-solving mindset.
• Ability to work effectively in a fast-paced, team-oriented environment.

Requirements

• At least 1 year of experience in a similar role, preferably in service coordination or project management.
• Proficiency in data entry and database administration.
• Strong customer service skills with the ability to build and maintain relationships.
• Familiarity with project management tools and software.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Excellent communication and interpersonal skills.
• Problem-solving abilities to address service challenges and implement solutions.
• Willingness to participate in an on-call schedule for emergency service needs.