Chuck Latham Associates, Inc.

Account Administrator

Chuck Latham Associates, Inc.

full-time

Posted on:

Location Type: Hybrid

Location: Phoenix • Arizona • United States

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Salary

💰 $24 - $29 per hour

About the role

  • Provide critical operational, administrative, and coordination support to Account Managers
  • Manage a portfolio of smaller, lower‑complexity customer accounts
  • Ensure a high‑quality customer experience
  • Log activities, maintain contacts, ensure timely/accurate reporting and documentation
  • Schedule meetings, create agendas, capture notes/action items; coordinate travel logistics
  • Draft and format proposals/decks, maintain templates, manage versions and approvals
  • Support promo planning, timelines, and trade show logistics and materials
  • Track sales/expense budgets; compile reconciliations and summaries
  • Log issues, route internally, track status, escalate to AM as needed
  • Independently manage a defined portfolio of smaller or lower‑complexity customer accounts
  • Serve as the primary day‑to‑day point of contact for assigned accounts
  • Ensure accurate order execution, issue resolution, and service continuity
  • Maintain strong customer relationships through responsiveness, professionalism, and reliability
  • Identify account activity, issues, or growth indicators and communicate appropriately to Account Managers
  • Maintain accurate CRM records for all owned accounts, including notes, activity tracking, and documentation
  • Escalate matters that exceed scope, complexity, or defined authority levels

Requirements

  • Experience in a retail, CPG, or consumer-products environment
  • Strong interpersonal, verbal, and written communication skills with a customer‑focused mindset
  • Superior attention to detail and commitment to high‑quality service delivery
  • Ability to manage multiple priorities, deadlines, and interruptions in a fast‑paced environment
  • Demonstrated judgment to determine appropriate follow‑through, escalation, and resolution
  • Ability to understand financial reports, including budgets, expenses, and sales summaries
  • Intermediate computer skills including Microsoft Office, particularly Excel and PowerPoint
  • Ability to prepare proposals and conduct group presentations as needed
  • Self‑starter with the ability to work independently and collaboratively in a small team environment
  • Comfortable balancing internal administrative responsibilities with externally facing account interactions
Benefits
  • This position is eligible for company benefits including but not limited to medical, dental and vision coverage
  • Life and short-term and long-term disability coverage
  • Paid time off
  • 401K participation and company match
  • And more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM managementbudget trackingproposal draftingactivity trackingreportingdocumentationsales summariesexpense reconciliationcustomer account managementtrade show logistics
Soft Skills
interpersonal skillsverbal communicationwritten communicationattention to detailcustomer-focused mindsetjudgmenttime managementability to manage multiple prioritiesself-startercollaborative work