Client Experience & Order Coordination Specialist

Connection; Town of Florida (NY); On-site; USD 31,000 - 40,000; Full time

Benefits offered by this job

Free therapy visits

Mental health coaching

Wellness days

Volunteer Time Off

401k plans

Medical insurance

Job summary

Connection is seeking a Client Experience Specialist to handle administrative tasks for velocity client orders, monitor order reports, and respond to client inquiries. You will work under supervision to ensure accurate pricing, order tracking, and timely communications with customers.

The role emphasizes data entry, CRM/ERP usage, Excel and Outlook skills, and a solid understanding of the sales process in a fast-paced environment.

Qualifications

• Intermediate Microsoft Office skills to include Excel.
• Advanced knowledge of Microsoft Outlook for email, with multi-tasking in a high paced environment.
• Working knowledge of data entry into a CRM or ERP system.
• Understanding of the sales cycle for a business purchase.
• Excellent written communication skills and professional business writing.

Responsibilities

• Handle administrative tasks for velocity client orders and client standards.
• Monitor Open Order Report and provide custom reporting for the client.
• Respond to client requests regarding order tracking and pricing.
• Educate the client on RMA creation and enter RMA in the system.
• Perform all other duties or special projects as assigned.

Skills

Data entry

CRM/ERP

Excel

Outlook

Sales process

Education

High School or equivalent

Tools

Microsoft Excel

Microsoft Outlook

CRM/ERP systems

Job description

Connection is seeking a Client Experience Specialist to handle administrative tasks for velocity client orders, monitor order reports, and respond to client inquiries. You will work under supervision to ensure accurate pricing, order tracking, and timely communications with customers.

The role emphasizes data entry, CRM/ERP usage, Excel and Outlook skills, and a solid understanding of the sales process in a fast-paced environment.