National Accounts Coordinator
Muskego, WI
Full Time
Mid Level
Position Summary
This position focuses on National Account customer account bidding, maintenance and individual project coordination, working closely with customers, general contractors, branches, and distributors on new projects to provide accurate pricing and ordering, establish timetables for the job, and ensure timely billing.
Essential Functions
Qualifications
Knowledge, Skills, Abilities
Working Conditions and Physical Demands
Long periods of sitting and working at a computer are required, with rare exposure to the factory. Sedentary work is performed in an office with little to no exposure to extreme weather or hazardous conditions. Typical office equipment such as a computer, laptop, and phone are used. May be noisy due to proximity to factory. This position may require rare exposure to the factory, which includes extreme weather conditions; noisy, dusty, and dirty environments; and motorized equipment that pose potential safety hazards. Reaching above shoulder height and below the waist, as well as lifting up to 30 lbs. is occasionally required. Proper safety procedures, lifting techniques, and personal protective equipment guidelines are always to be followed. This position may require extended and/or on-call hours and overtime depending on business needs.
This position focuses on National Account customer account bidding, maintenance and individual project coordination, working closely with customers, general contractors, branches, and distributors on new projects to provide accurate pricing and ordering, establish timetables for the job, and ensure timely billing.
Essential Functions
- Timely handle all communication, including new requests for work, incoming contracts, and signed proposals.
- Review service and installation requests, obtain information from other NABCO departments, vendors and the installer or service provider to create and submit proposals accordingly.
- Participate in bidding new National Account customer accounts with guidance from upper management
- Order entry and maintenance in ERP system (SAP) and the configurator.
- Work with colleagues, regional managers, and distributors to determine distributor qualifications for each job and assign the work as appropriate.
- Continually follow-up with installers/service providers and customer contacts throughout the duration of the job to ensure satisfactory work completion.
- Order parts through SAP or Purchasing Dept. as needed.
- Maintain job files, including distribution of shop drawings, glass sizes, purchase orders, architectural drawings, installation/service paperwork, and required closeout documents.
- Set up documentation to facilitate billing following work completion.
- Maintain friendly and professional phone interactions with clients to ensure high levels of customer satisfaction and effective communication.
- Report and summarize department performance metrics, providing actionable insights to improve overall efficiency and effectiveness.
Qualifications
Knowledge, Skills, Abilities
- Perform work and deliver results with little supervision.
- Make appropriate decisions and solve problems.
- Strong communication skills, both verbally and in writing.
- Good organizational skills.
- Process transactions with accuracy and attention to detail, while not sacrificing volume.
- Multitask and remain calm under pressure.
- Construction, order processing, and blueprint reading skills strongly desired.
- High school diploma or equivalent is required.
- Two or more years of customer service, call center, or dispatch experience required.
- Proficiency in Microsoft Office Suite and other software specific to the process desired.
- Experience with SAP strongly desired.
Working Conditions and Physical Demands
Long periods of sitting and working at a computer are required, with rare exposure to the factory. Sedentary work is performed in an office with little to no exposure to extreme weather or hazardous conditions. Typical office equipment such as a computer, laptop, and phone are used. May be noisy due to proximity to factory. This position may require rare exposure to the factory, which includes extreme weather conditions; noisy, dusty, and dirty environments; and motorized equipment that pose potential safety hazards. Reaching above shoulder height and below the waist, as well as lifting up to 30 lbs. is occasionally required. Proper safety procedures, lifting techniques, and personal protective equipment guidelines are always to be followed. This position may require extended and/or on-call hours and overtime depending on business needs.
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