Account Coordinator

Posted 2 Days Ago
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Caldwell, ID, USA
In-Office
Entry level
Real Estate
The Role
On-site coordinator supporting the Sales Specialist by preparing estimates and bids, managing vendor relationships, processing orders/payments in Bistrack, maintaining customer accounts and paperwork, communicating lead times or delays, and prioritizing tasks to keep projects on schedule.
Summary Generated by Built In

Description

Let’s share a little about FBS and then we welcome you to apply:

  • We are so proud to be 100% Employee Owned. We hire owners, not employees! This means that employees earn ownership in our company through their work and build their net worth based on the company’s change in value over time. Once eligible, you start your journey to ownership with an annual gift of stock averaging 17% of what you make each year! 
  • For our seventh consecutive year, we ranked in the Top 10 Best Places to Work in Idaho.
  • Franklin Building Supply is a lumber and building material company that has been in business for more than 45 years. We have locations spread across Idaho and one in Nevada.
  • We supply just about everything besides plumbing and electrical to build homes. Our focus is on serving professional home builders. Along with providing materials, we install a wide range of products, including framing, overhead doors, insulation, gutters, siding, and more. We also manufacture some products including trusses, cabinets, doors, and granite countertops.
  • Our company is full of outstanding people who have been working for Franklin Building Supply for 10, 20, or 30 years. We’re working harder than anyone else in our market to get better every day, adding value for customers and improving the value of our company for our employee-owners.
  • We are committed to working safer, smarter, and more efficiently than ever before. We are investing significantly in tools, equipment, training, and positions like this to help our team reach its potential.
  • Along with competitive compensation, we offer competitive benefits that would be expected including medical/Rx, vision and dental insurance, 401(k), paid time off, holiday pay, disability & life insurance, etc.

Primary purpose: Windows Account Coordinator is an on-site position that works closely with the Sales Specialist to coordinate customer needs from estimating through invoicing. 

Duties and Responsibilities:

Estimation and Software Proficiency:

  • Utilize estimating software and tools to execute precise plan/takeoff requests
  • Effectively submit, track, review, and compile bid packets for both new and existing customers

Vendor Relationship Management:

  • Establish and maintain strategic alliances with vendors to assess product availability, lead times, and pricing dynamics
  • Facilitate the timely generation of sales and special orders, ensuring responsiveness to customer needs

Task Prioritization and Operational Efficiency:

  • Strategically identify and execute tasks to optimize Sales Specialist capacity, enhancing overall operational efficiency
  • Collaborate with the department manager to proactively address material shortages and scheduling discrepancies

Well-Organized Administrative Skills:

  • Uphold meticulous organization of paperwork, files, and email correspondence
  • Maintain an updated "To Do List" to ensure tasks are systematically addressed without delays

Bistrack Cleanliness and Management:

  • Apply payments in accordance with established procedures, ensuring financial accuracy
  • Keep customer accounts current with accurate job information and authorized purchasers, including their contact details
  • Maintain contract accuracy

Effective Communication:

  • Communicate seamlessly with salesmen, customers, and suppliers regarding orders and quotes
  • Follow through promptly with customer and salesman requests, providing timely and accurate information
  • Relay supplier-related delays and issues to both salesmen and customers
  • Continuously communicate with the scheduling team to clearly prioritize customer needs based on the availability of their install/service schedule
  • Timely notification with the scheduling team of any back-ordered products or issues with upcoming jobs that could affect the project running as smoothly as possible

Customer Relations Excellence:

  • Clearly input customer requests into quotes with accurate product descriptions
  • Ensure product sign-off before accepting quotes
  • Proactively communicate lead times, delays, and issues to both salesmen and customers, anticipating inquiries
  • Obtain prices from suppliers when needed, demonstrating a commitment to customer satisfaction

Requirements

Required:

  • Communicate effectively, both verbally and in writing
  • Ability to prioritize tasks, be patient with distractions, and manage time effectively
  • Willing to be versatile, understand, and follow directions
  • Devoted to growing a knowledge base
  • Have a good attitude, be dependable, trustworthy, and respectful
  • Self-motivated and possess stamina and focus to perform outstanding work consistently 
  • Interest in continuously improving processes, efficiency, and quality
  • Possess a driver’s license with a clean driving record
  • Other duties as assigned

Skills Required

  • Communicate effectively, both verbally and in writing
  • Ability to prioritize tasks, be patient with distractions, and manage time effectively
  • Willing to be versatile, understand, and follow directions
  • Devoted to growing a knowledge base
  • Have a good attitude, be dependable, trustworthy, and respectful
  • Self-motivated and possess stamina and focus to perform outstanding work consistently
  • Interest in continuously improving processes, efficiency, and quality
  • Possess a driver's license with a clean driving record
  • Other duties as assigned
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The Company
1,000 Employees

What We Do

The Franklin Group is a developer and manager of multifamily rental residences in the Luxury, Senior, and Affordable Housing sectors. Their mission is to improve the quality of life for team members and residents by developing, owning, and managing exceptional residential properties with a distinct focus on people, quality, service, sustainability, and community engagement to create value for clients.

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