Account Management Assistant (Builder Sales)

Serve as the primary point of contact for client inquiries, requests, and concerns, communicating via phone, email, and in-person meetings to address account matters and provide assistance. Maintain accurate client records, monitor account activity, and follow up on outstanding issues to ensure timely resolution. Process client orders by entering them into the system, verifying pricing and availability, and coordinating fulfillment with internal teams. Prepare and distribute documents such as contracts, proposals, and reports, while compiling data to generate performance and satisfaction metrics. Provide administrative support including scheduling meetings, organizing files, and managing calendars and travel arrangements for account managers. Proactively identify opportunities to upsell or cross-sell products based on client needs. This role supports sales associates for the Builder Sales division in a hybrid schedule between the Wauwatosa store and Milwaukee office.