Key Accounts Coordinator: CRM, ERP & Service Delivery
Listed on 2026-11-05
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Sales
Client Relationship Management, Business Development, Customer Success Management, Office Administrator/ Coordinator -
Business
Client Relationship Management, Business Development, Customer Success Management, Office Administrator/ Coordinator
[Job Description]
The duties and responsibilities of this position include, but are not limited to:
-Prepare, file, and retrieve sales-related documents such as invoices and PO Status
-Manage day-to-day activity and coordination associated with key accounts that include account management, relationship management, order gathering/ coordinating sales completion, sales reporting, and customer communications
-Provides customer service and order gathering and management for assigned key and target accounts and general support
-Partner with account management teams for administrative support
-Works with the account management team and support departments to assist in the creation of reports and sales analysis
-Responsible for customer account information staying updated
-Responsible for inventory stocks and tracking and monitoring inbound and outbound shipments, gathering promotional orders, and tracking and validating necessary tracking reports and delivery process
-Handle internal systems to process, invoice, and manage customer accounts
-Update profiles in ERP systems, communicating changes to customers as needed, and maintain accurate pricing/ price sheets, and promotional pricing ( Handling RFQ)
-Submit pricing information to the customer and input pricing/ SERVEONE information in the ERP system
[Qualifications]
The following skills and qualifications are required for this position:
-Strong communication skills with a problem-solving attitude
-Excellent computer skills ( MS office in particular)
-Organizational and time-management skills
-Hands-on experience with CRM software
-Highly motivated, self-directed, and customer service oriented
-Demonstrate strong attention to detail and a sense of urgency
-Ability to learn and perform multiple tasks in a fast-paced environment
-Ability to work independently as well as in a team environment
-Insurance:
Medical insurance/ dental/ vision/ life insurance/ disability insurance, etc.
-Paid vacation days
-401K(Up to 4% Match
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