Open Positions

Who They Are

Our client integrates a passion for interior design with trusted partnerships across high-quality furniture manufacturers to help create functional, comfortable, and attractive work environments. They collaborate closely with clients to design and deliver spaces that enhance efficiency, foster engagement, and inspire growth. While their work involves designing workspaces and installing furniture, their driving purpose is to Create Culture, Build Community, and Enrich Lives. With a track record of long-term customer relationships built over three decades, they are proud to be a Certified B Corp committed to impact and integrity.

Purpose of the Role

The Account Coordinator plays a key role in supporting all departments. This person is responsible for managing the lifecycle and workflow of assigned transactional projects—from initial setup to final closeout. The Account Coordinator also provides administrative support to Account Managers.

Responsibilities include handling administrative tasks, maintaining project documentation, communicating with customers, coordinating with vendors, assisting with quoting and order processing, scheduling deliveries/installations, and completing project closeout.

Administrative & Documentation Support

• Organizes and maintains project folders using standard processes
• Creates new leads, customers, and projects in eManage
• Updates vendor information in MRL and ensures records are accurate

Sales Support

• Sets up projects in eManage for all transactional orders, intermarket, and outermarket projects
• Builds Bills of Materials (BOMs) for orders
• Researches products, vendor options, and lead times
• Applies margins to Account Manager projects
• Organizes BOMs per standard process
• Prepares quotes for Account Manager projects
• Coordinates product demos and return logistics with vendor reps
• Manages all loaner requests from clients

Quoting & Order Processing

• Uses eManage, Project Spec, manufacturer tools, and contracts to build BOMs and generate quotes
• Prepares quotes for intermarket projects (project management support is provided on larger projects)
• Develops quotes for outermarket projects, including obtaining installation partner quotes
• Requests and reviews vendor pricing and ensures manufacturer pricing accuracy
• Creates and processes correction orders when needed
• Checks finishes for order accuracy
• Requests special-order pricing from vendors

Operations Responsibilities

• Tracks vendor orders for all transactional projects
• Schedules transactional projects with clients and assigns internal resources
• Communicates updates and resolves issues related to orders and installations
• Sets up Fieldwire projects and uploads required documents for deliveries and installations
• Resolves vendor issues (e.g., short shipments)
• Ensures projects are completed, invoiced, and closed out in a timely manner

Workflow for Transactional Projects

• Gathers customer information and project needs
• Creates projects and BOMs
• Develops and sends quotes to customers within 24 hours of request
• Sends deposit invoice once the quote is approved or PO is issued
• Sends order to Order Entry within 24 hours of receiving a signed quote or PO
• Tracks acknowledgements
• Schedules deliveries within 48 hours of acknowledgment
• Communicates delivery expectations with customers
• Sends final invoice (when balance is due) within 24 hours of work order completion
• Closes out projects according to the process and last scheduled install
• Follows up to ensure customer satisfaction

This role is a great fit for a highly organized individual with strong communication skills and attention to detail. The ideal candidate is someone who can multitask effectively, work well across teams, and proactively support both sales and operations.