Client Engagement Associate & Sales Coordinator

Client Engagement Associate & Sales Coordinator

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

PeopleSpace - A Best In Class Haworth Partner