Account Coordinator

Job Description

Job Description

Job Summary

We are seeking a dynamic and organized Account Coordinator to join our innovative team. In this role, you will serve as a vital link between clients, sales teams, and internal departments, ensuring seamless account management and exceptional customer service. The ideal candidate will possess strong project management skills, a keen understanding of customer relationship management systems, and experience working with CRM environments. This position offers an exciting opportunity to contribute to our growth by supporting client success, managing multiple accounts, and facilitating effective communication across teams. Temp to hire Located in Hayward, CA Offering $21-22/hr.

Key Responsibilities:

• Communicates order status, scheduling of orders for delivery/installation, and punch list resolution to customers.
• Provides accurate and timely response to customer questions on all aspects of Work Orders.
• Initiates and oversees deliveries and installations; provides order management on all work, including large projects.
• Analyzes order requirements, details scope of work, requests service pricing and schedules work with dispatcher for deliveries and small installations.
• Communicates with customer on schedule of work, site requirements and project parameters for deliveries and small installations.
• Communicates with field staff regarding project details
• Sends order information to appropriate internal and external personnel (Account Management staff, operations, customer, etc.).
• Reviews receiving information from warehouse and acknowledges the matching of order; assists with resolving discrepancies.
• Prepares Work Order packet and delivers to dispatch.
• Provides schedule information to dispatcher.
• Ensures all punch list work is done in a timely manner.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Finance, or related field preferred
• 1+ years of proven experience in account management or project coordination
• Strong understanding of sales processes and customer relationship management strategies
• Excellent communication skills—both written and verbal—with the ability to engage diverse audiences
• Demonstrated project management capabilities with attention to detail and organizational skills
• Analytical mindset with the ability to interpret data for strategic insights
• Knowledge of financial services industry standards is a plus
• Ability to work collaboratively across departments in a fast-paced environment