Account Coordinator

CHIEF OBJECTIVES OF THIS POSITION

Quickly respond to customer requests and always try to say yes. Help in every way possible to turn opportunities into sales.

You will provide efficient day-to-day administrative and communication support by creating agendas for and documenting client calls, managing deadlines, and coordinating the delivery of sales materials and proposals. Updating our presentations, editing sales reports, and monitoring client inquiries will also be essential parts of this job. You will work closely with our Director of Sales and Executive Producers while also working cross-departmentally with Technical Production, Creative Services, Operations, and Information Services. 

Customer Service: You will naturally provide exemplary customer service, resulting in more significant sales. 

Greet customers promptly, courteously, and in a friendly manner while thanking them for their business!

Maintain a positive attitude that promotes teamwork and a favorable corporate image. 

Respond to after-hours calls, emails & texts from customers & colleagues as needed.

Work with clients and teammates to quickly resolve problems

Actively work to prevent client or vendor complaints and report them to your supervisor if they do occur.

Actively work to increase personal skills and knowledge. 

Increase the Company’s customer base by providing quality service and exceeding our clients’ expectations.

Send weekly client-satisfaction surveys

Communication: Proactively collaborate across teams and with clients

Manage client-intake calls & meetings. This may include:

Inform the Directors of Production of the inquiry and note the desired Project Manager(s) assigned

Schedule intake call (determine availability, hold and secure time slot, send calendar invite). 

Gather/capture the initial scope of work

Gather/capture initial logistics

Support and assist flow between teammates and Clients. This support may include, but not be limited to:

Request information from the client needed to build quotes properly and thoroughly.

Ensure Project Manager(s) have client requests for deliverables, including thorough narratives that paint a picture.

Inform Directors of Production of any potential need for additional support.

Send a recap of all client calls with detailed notes to the Clients and CC all relevant parties.

Provide clear “next steps” throughout the process to the Client and Project Manager(s) or Subcontracted vendors. This includes assisting with:

Identifying action items and objectives

Identifying responsible parties

Determining deadlines and making sure all parties adhere to them.

Provide updates to clients as described by the Project Manager(s).

Compile updates/communication from Technical Production and Creative Services and deliver to clients.

Share quotes or other documentation with Clients for their signature

Ensure Client compliance with deadlines.

Balance the prevention of “scope creep” with over-promising clients.

Alert your supervisor to any concerns regarding capacity or quality.

Support and assist the flow between teammates and subcontractors

Organization: Streamline administrative tasks. This may include:

Set up appointments with prospects, clients, and potential vendors or venues.

Manage Google Share Drive. This may include:

Creating Show Folder

Ensuring information is entered into the Templates accurately

Upload all client-provided documentation throughout the project

Mastery of Flex Rental Solutions. This may include:

Creating Event Folder with pre-started headers

Start Quote header with accurate client and event information.

Set up Quotes with required builders, estimated subtotal headers, and or broken-out sections, and an estimated retail value (per the account manager)

Confirm the P&L costs match Flex quotes (costs, retail price, and narratives)

Ensure all company and contact(s) information is entered fully and correctly

Upload contractual documentation (including signed contracts/quotes, insurance certificates, and NDAs)

Confirm Quotes, Event Folders, and Generate Invoice

Inform the Project Manager of timing changes, and then update timing in headers and the event timeline builder

Confirm logistics. This may include:

Set up & possibly attend site visits/walkthroughs

Confirming location

Assist with confirmation of entry points and key parameters

COI requirements

Confirm what items are being kept/disposed of

Onsite Contact Info

Set up start & end times

Strike start & end times

Meeting Facilitation

Maintain multiple calendars and dashboards

Schedule and lead weekly Sales meeting

Organize materials for internal presentations (prepare for meetings)

Attend weekly internal meetings between departments

Schedule meetings between Project Manager(s) and clients, and lead meetings if requested

Assist with the preparation or creation of external presentations

Contribute to the coordinator meetings

Marketing: Work with the marketing team on a variety of initiatives, including - 

Updating marketing materials

Collecting and enhancing photos for social media

Ensure all photos are uploaded to the appropriate Google shared drive folders.

Alert the Director of Sales and key shareholders to upcoming marketing opportunities.

External communications

Work with the Marketing/Social Media Manager as requested

QUALIFICATIONS:

Required 1-3 years of experience in events, an agency setting, and/or hospitality industries.

Excellent oral and written communication skills: Must be able to read complex and detailed notes and be able to translate to a client-facing summary of communication

Professional interpersonal skills

Must be punctual, have great attendance, and be highly attuned to strict deadlines

Detail-oriented with the ability to adopt and embrace existing systems of organizations

Flexible: Ability to adapt quickly to changes in priorities

Desire to learn, develop, grow skill sets, and advance within the company

Ability to travel when required

Ideally, a working knowledge of:

Google Suite

Copper CRM software

Flex Rental Solutions 

Read and follow directions, plans, blueprints, and sketches.

We Offer:

Competitive base salaryUncapped Commissions earningsMedical, Dental, and Vision InsuranceSupplemental Medical Reimbursement PlansPaid Time Off & Paid Holidays401k Plan with employer matchFree Retirement Planning ConsultingShort-term & Long-term Disability Income Protection BenefitsLife Insurance for Teammates and FamilyEmployee Assistance ProgramRecognition & Reward ProgramPerks Discount ProgramsWellness Programs

*Wizard Studios is an equal opportunity employer committed to diversity and inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, gender, gender identity or expression, sex, sexual orientation, transgender status, gender dysphoria, national origin, age, religion, disability, military and veteran status, marital or parental status, citizenship status, genetic information or any other factor which cannot lawfully be used as a basis for an employment decision. We require applications to be completed online.