Establishes productive, professional relationships with key personnel in assigned customer accounts.
Coordinates the involvement of company personnel, including support, service, and management resources, to meet account performance objectives and customers’ expectations.
Meets assigned targets for profitable sales volume and strategic objectives in assigned accounts
Act as liaison between company and customer for up-to-date communications on products, services, schedules and pricing.
Assist with quote preparation, distribution, and confirmation for Custom Home projects. Ability to read and quote from Architectural Plans will be required.
Assist assembling and submitting orders for accounts. This includes clarification of payment terms and deposits as well as obtaining all required sign offs and disclaimers.
Actively participate in the day-to-day management and service of jobs under your control.
Perform all administrative duties within the role, including but not limited to returning emails and calls to Customers, Staff and Vendors
Scheduling Design Appointments with customers.
Complete drawings / selections / quotes for customers and some project managers as needed.
Proactively leads a joint company account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one and three-year period.
Proactively assesses, clarifies, and validates customer needs on an ongoing basis. July 2024
Develops a sales action plan to service accounts with high growth potential, collect strategic “intel”, and develop leads from existing account base to better infiltrate designers, architects, and builder’s as potential customers.
Participates actively with local professional organizations linked with CR’s tactics and strategies.
Creates and executes specific plan to introduce and implement products in showrooms, remodel and builder accounts to create demand within the market. Expand Forum brand penetration assigning more displays to qualified customers/locations.
Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel.
Participate in marketing and promotions when required. Attend Trade Shows, Industry Events, and Local NKBA, NARI, HBA, CEU, and ABC meetings when they coincide with the selected work schedule.
Work 4 Saturdays per year at our Design Centers and Showrooms.
Assist in collections as requested by Credit Department
Experience Requirements
2 - 3 years
Educational Requirements
Bachelor/Honors
Skills
A Bachelor/Masters degree in Accounts or related fieldExperience in a similar role is a plus.Should have excellent interpersonal and communication skills.Should be organised and possess high attention to detail.A strong understanding of basic accounting principles and financial concepts is crucial.Knowledge and understanding of generally accepted accounting principles.