Client Experience & Projects Coordinator

SupportFinity™; San Francisco (CA); Hybrid; 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

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.