Client Experience Coordinator — CRM & Admin Pro

Davey Tree Expert Co; Milford (OH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid time off and paid holidays

Opportunities for advancement

401(k) retirement savings plan with a2

Job summary

The Davey Tree Expert Company in Milford, OH is seeking a Client Experience Coordinator to serve as the primary contact for clients and manage office processes on site. You’ll triage client needs, handle calls, and initiate contracts, ensuring high-quality client service.

You will also process time sheets, maintain databases and files, order supplies, and manage invoicing and accounts receivable. On-site role with opportunities for advancement and professional growth.

Qualifications

• Minimum two-years of experience in office processes and office administration procedures.
• Outstanding telephone and communication skills.
• Proficient in Microsoft Outlook, Word, and Excel
• Ability to meet deadlines, attention to detail and accuracy.
• Expert organizational skills and ability to multi-task.
• Preferred: prior working experience with CRM and SAP systems.

Responsibilities

• Be the first point of contact and triage the needs of the clients and the office.
• Field current and prospective client calls.
• Proposal production and contract initiation.
• Process employee time sheets.
• Maintain various databases and spreadsheets.
• Order and maintain office supplies.
• Invoice, manage accounts receivable, and maintain files.

Skills

Outstanding telephone andcommunication

Customer service

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM

SAP

Job description

The Davey Tree Expert Company in Milford, OH is seeking a Client Experience Coordinator to serve as the primary contact for clients and manage office processes on site. You’ll triage client needs, handle calls, and initiate contracts, ensuring high-quality client service.

You will also process time sheets, maintain databases and files, order supplies, and manage invoicing and accounts receivable. On-site role with opportunities for advancement and professional growth.