We are looking for an Account Services Associate to join our local office and support franchise partners remotely1- 2 years' experience required. Training provided. You will assist clients with branding solutions, manage orders from start to finish, and ensure an exceptional customer experience.

Account Services Associate – ProTeam Up

About Us

Proforma is a global leader in printing, promotional products, and packaging, with over 650 offices worldwide. ProTeam Up, a division of Proforma, provides specialized operational and e-commerce support to franchise owners, helping them scale their businesses, deliver excellent client service, and grow efficiently.

The Role

We are seeking an Account Services Associate to work from our local office as part of a remote support team serving franchise partners. This is an entry-level / early career role with full training provided.

The Account Services Associate will work closely with clients, assisting them in finding the right branding solutions for their projects and ensuring successful delivery. This individual must be a self-starter, capable of working with minimal supervision, and consistently demonstrate a professional, motivated, and positive attitude in every customer interaction.

As a key point of contact, the Account Services Associate represents our company and plays an important role in delivering an exceptional customer experience.

Specific Responsibilities

• Prepare quotes and presentations for clients

• Enter sales orders and submit supplier purchase orders

• Work directly with customers and suppliers to resolve order-related issues

• Facilitate the proofing process

• Track orders through production and delivery to ensure timely completion

• Assist customers with product returns

• Complete invoicing and submit to client contacts

• Actively listen for and alert the sales team to upsell opportunities

• Maintain customer and supplier information within the database

• Answer incoming phone calls and emails; redirect inquiries appropriately

• Coordinate incoming and outgoing mail

• Perform other administrative duties as assigned

Key Objectives

• Deliver an excellent customer experience at every stage of the sales process

• Coordinate information accurately to support target gross profit margins

• Portray a positive and professional company image in all written and verbal communications

Qualifications & Experience

• 1–2 years of experience in customer service and order processing

• Bachelor of Science degree from an accredited university, preferably in Sales & Marketing

• Strong computer skills, including Microsoft Office

• Familiarity with products, pricing, and policies

• Prior experience in the print and/or promotional products markets is an asset

Leadership Competencies & Personal Characteristics

• Strong communication, time management, and prioritization skills

• Ability to multitask in a fast-paced environment

• Deadline-oriented with a strong sense of urgency

• High attention to detail and accuracy

• Creative problem-solving under short deadlines

• Team-oriented mindset with a willingness to support where needed

• High standards of ethics and integrity