Account Operations Coordinator

Company Summary:

Box Bar Gifts is a custom gifting agency. We specialize in creating custom gifts, experiences, and branded packaging that create wow moments for recipients. We truly aim to make gifting elevated and effortless for the gift giver and recipient. We serve both B2B & B2C markets. For our B2B customers, we focus on creating unique touchpoints for clients, employees, partners, and press through physical boxes, bags, and kits that bring brands to life. We have served many Fortune 500 companies to local small & medium businesses. In the B2C space, we offer pre-made gift boxes and a build your own gift builder for consumers to create gifts for a variety of occasions, holidays, bridal & wedding gifting and more. We are woman-owned and founded by two sisters with a passion for giving & gifting.

Job Description:

The Account Operations Coordinator is responsible for keeping client accounts running smoothly from first inquiry to final delivery. You will serve as the day-to-day point of contact for clients, coordinate ordering and order follow-up with our vendors, and support new business through targeted lead generation. Your time will be split roughly 50% client and account management, 30% vendor and order coordination, and 20% lead generation, with more order coordination during the holiday season. This role sits at the intersection of client service, operations, and sales, and plays a critical role in delivering an elevated experience for every client.

Responsibilities:

· Serve as the main point of contact for an assigned book of B2B clients

· Manage client requests from inquiry through quote, order confirmation, and delivery, keeping clients updated on status and timelines

· Prepare quotes, gift proposals, and order summaries

· Monitor the shared order inbox across our online stores and route each order to the right next step

· Resolve client issues quickly, including delays, substitutions, and delivery problems

· Place orders and purchase orders with vendors and suppliers for products, packaging, and branded items

· Follow up on vendor confirmations, artwork proofs, production timelines, and shipping, and flag delivery risks early

· Coordinate with the fulfillment team so incoming inventory, kitting, and shipping stay on schedule

· Research target accounts and generate qualified leads through email and LinkedIn outreach

· Follow up on inbound inquiries and book discovery calls for the sales team

· Track all client, order, and prospect activity in the CRM and maintain accurate records

· Identify repeat and upsell opportunities through post-delivery client check-ins

Requirements:

Desired Qualifications:

· 1–3 years experience in account coordination, customer success, sales support, or operations

· Experience managing client relationships and vendor orders at the same time

· Strong organization and follow-through with the ability to track many open orders at once

· Excellent written and verbal communication skills

· Proficiency with email, spreadsheets (Excel or Google Sheets), and CRM systems (HubSpot, Salesforce, etc.)

Preferred Qualifications:

· Experience in corporate gifting, promotional products, events, e-commerce, or marketing agencies

· Experience with purchase orders, inventory tracking, or supplier management

· Experience with outbound outreach via email or LinkedIn

· Familiarity with QuickBooks or e-commerce platforms

· Experience with AI tools

Pay: $41,000.00 - $50,000.00 per year

Benefits:

• Employee discount
• Flexible schedule

Work Location: Hybrid remote in Sacramento, CA 95827