Client Experience Associate

SupportFinity™; San Francisco (CA); On-site; USD 39,000 - 52,000; Full time

Benefits offered by this job

15 days of PTO

8 Paid holidays

Medical/Dental/Vision Insurance

401k + Employer Match

Paid Parental Leave

Wellness App with reimbursement of up

Profit Sharing

Job summary

One Workplace in San Francisco is seeking a Customer Experience Associate to work with the Customer Experience Manager across pre and post-sales activities. You will help guide day-to-day operations, solve problems, and support project success while proactively assisting new accounts and maintaining strong client relationships.

Role involves template-based processes, product research, pricing, quotes, and coordinating orders, deliveries, and installations.

Qualifications

• Bachelor of Arts degree (B.A.) or equivalent from a four-year college; or at least one year related experience or training; or equivalent combination of education and experience.
• Product knowledge; excellent customer service skills; professional oral and written communication skills; strong organizational and time management skills; basic math skills; attention to detail; self-motivation; resourcefulness; ability to function in team environment; positive and professional attitude.
• Knowledge of internal ordering systems desired.

Responsibilities

• Learn and gain expertise in utilizing templates to further the furniture process by attending sales calls with CEM, co-create schedules, budget development, foster relationships with reps, methods of project management, and correspondence with key members of the team.
• Take initiative and assist CEM with product research, pricing and lead-time information. Attend pre-project sales calls as determined by the team.
• Illustrate proficiency using our ordering system by creating sales quotes and convert to sales orders.
• Ensure accuracy of sales orders by reviewing, verifying and processing vendor acknowledgements, verifying cost and delivery dates.
• Maintain organized files and current status reports beginning with setting up customer information to the close out of a project.
• Inform internal team and external customers of order status by preparing necessary tracking reports and communicating updates on a regular basis.
• Coordinate receipt, delivery and installation of product and services.
• Represent team during major installation projects and provide project management as dictated by CEM and team needs.
• Develop/enhance relationships with existing customers by assisting CEM with sales calls. Responsible for responses/correspondence to existing, on-going customer relationships, needs and requests. Provide product solution options and answers to customer questions and issues by researching and taking appropriate action in a timely manner (with oversight/direction from CEM).
• Assist CEM during the pre-project phase with the preparation and execution of bid requests.

Skills

Customer service

Communication

Organization

Time management

Attention to detail

Self-motivation

Teamwork

Positive attitude

Education

Bachelor of Arts degree

Job description

two – We aim to redefine the contract furniture experience by providing smart and authentic solutions that bring our clients' spaces and brands to life. We're passionate about great design and flawless execution. We love bringing products, vision, and people together to bring brands and cultures to life. From our ancillary specialists and technical designers to our strategists, project managers, and leadership team, everything we undertake has one common goal: to make work better.

Location: San Francisco, CA (hybrid, on-site)

Compensation: $28-$38/HR

The base salary will be determined based on your location, experience, and the pay of employees in similar positions. Actual total compensation will be dependent upon the individual's skills, experience and qualifications.

Two Benefits

• 15 days of PTO
• 8 Paid holidays
• Medical/Dental/Vision Insurance
• 401k + Employer Match
• Paid Parental Leave
• Wellness App with reimbursement of up to $500/year
• Profit Sharing

Position Summary

The Client Experience Associate works with Customer Experience Manager by participating in all aspects of pre and post sales function. They are an integral participant in customer experience with CEM by providing assistance in the overall direction of day-to-day operations, problem solving and decision making necessary to make projects successful. As new accounts are identified, the Customer Experience Associate assumes a proactive role by utilizing internal resources/templates to serve the customer. Additional responsibilities include enhancing relationships with on-going customers with great customer service and timely follow-up.

Major Duties And Responsibilities

• Learn and gain expertise in utilizing templates to further the furniture process by: attending sales calls with CEM, co-create schedules, budget development, foster relationships with reps, methods of project management, and correspondence with key members of the team (designers, clients, contractors, etc).
• Take initiative and assist CEM with product research, pricing and lead-time information. Attend pre-project sales calls as determined by the team.
• Illustrate proficiency using our ordering system by creating sales quotes and convert to sales orders.
• Ensure accuracy of sales orders by reviewing, verifying and processing vendor acknowledgements, verifying cost and delivery dates.
• Maintain organized files and current status reports beginning with setting up customer information to the close out of a project.
• Inform internal team and external customers of order status by preparing necessary tracking reports and communicating updates on a regular basis.
• Coordinate receipt, delivery and installation of product and services.
• Represent team during major installation projects and provide project management as dictated by CEM and team needs.
• Develop/enhance relationships with existing customers by assisting CEM with sales calls. Responsible for responses/correspondence to existing, on-going customer relationships, needs and requests. Provide product solution options and answers to customer questions and issues by researching and taking appropriate action in a timely manner (with oversight/direction from CEM).
• Assist CEM during the pre-project phase with the preparation and execution of bid requests.

Critical contributor to team effort by working closely with CEM to serve diverse and sometimes difficult and demanding clients, This person will face unexpected problems and deadlines as well as numerous interruptions. Must communicate effectively, be organized and take initiative while having a positive attitude. All responsibilities to be performed with varying amounts of supervision and a high level of self-motivation.

Qualifications

• Bachelor of Arts degree (B.A.) or equivalent from a four-year college; or at least one year related experience or training; or equivalent combination of education and experience.
• Product knowledge; excellent customer service skills; professional oral and written communication skills; strong organizational and time management skills; basic math skills; attention to detail; self-motivation; resourcefulness; ability to function in team environment; positive and professional attitude. Knowledge of internal ordering systems desired.

About the company

One Workplace