Purpose
The Sales and Client Success Coordinator supports sales and project teams by translating client needs into clear, actionable plans. This role blends early-stage business development, product research, and project coordination—while also playing a key part in managing Day 2 client needs and providing ongoing support for existing accounts. It’s a foundation-building position designed to prepare future leaders in business development, account management, and planning.
Key Responsibilities

Solution Synthesis

• Understand project goals, timelines, and constraints to support tailored product strategies.
• Collaborate with Business Development (BD), Account Management (AM), and Project Directors to align client intent with product solutions and vendor capabilities.

Product Research & Vendor Coordination

• Conduct focused product research based on design, budget, and functional requirements.
• Liaise with manufacturers to gather pricing, lead times, and specifications.
• Organize and distill product information into usable formats (quotes, presentations, databases).

Visual Storytelling & Client Experience

• Support the development of client-facing decks, mood boards, and look books.
• Source and organize finish samples for client presentations.
• Attend client meetings as a support partner—note-taking, managing follow-up.
• Handle Day 2 and post-install support needs with professionalism and polish.

Sales & Project Support

• Maintain accurate CRM data, assist with scheduling, and track opportunities.
• Manage internal tasks like quote requests, vendor communication, and order prep.
• Curate ancillary product packages for cohesive solutions.
• Support warranty claims, reorders, and small client change requests.
• Gain proficiency in CORE, CAP2020, and other tools to quote, order, and track efficiently.

What Success Looks Like

• High-quality presentations, pricing packages, and follow-ups are delivered on time.
• Improved meeting conversion, pipeline velocity, and client satisfaction.
• Internal teams (BD, AM, Project Directors, Ops) feel supported and informed.
• Day 2 and ongoing client needs are handled smoothly.
• Clients report a polished experience from start to finish.
• Confident and accurate use of CORE, CAP2020, and related tools.

Growth Path

• Expected time in role: 12–24 months
• Possible next steps:
• A+D Associate
• Business Development
• Project Director, or Account Manager

Benefits:

• Competitive salary and performance-based bonuses.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Professional development opportunities.
• Flexible work arrangements.

Please refer the Job description for details