Customer Relations and Service Coordinator

Texas Medical Screening; San Antonio (TX); Hybrid; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a dynamic Customer Relations and Service Coordinator to join their team in San Antonio. This hybrid role combines financial account management with service scheduling and client communication, ensuring efficient handling of accounts receivable processes. The ideal candidate will possess strong organizational and multitasking skills, along with proficiency in relevant software. You will play a crucial role in enhancing service delivery and client satisfaction while collaborating with operations and service managers. If you thrive in a fast-paced environment and are passionate about customer service, this opportunity is perfect for you.

Qualifications

• Strong organizational and multitasking abilities with experience in accounts receivable.
• Proficiency in relevant software like Sage 50 and DocuWare.

Responsibilities

• Manage customer accounts, invoicing, and communication effectively.
• Coordinate service scheduling and dispatch for timely service delivery.

Skills

Organizational Skills

Multitasking Abilities

Accounts Receivable Experience

Sales Coordination

Service Coordination

Communication Skills

Problem-Solving Skills

Client-Focused Approach

Tools

Sage 50

DocuWare

Service Portals

ClickUp

Job description

Customer Relations and Service Coordinator

Texas Medical Screening is looking for a Customer Relations and Service Coordinator in San Antonio, TX.
This local job opportunity with ID 3026462725 is live since 2025-01-06 17:05:53.

Job Summary:

The Customer Relations and Service Coordinator is a hybrid role that combines financial customer account management, service scheduling, dispatch coordination, and client communication. This position ensures the efficient handling of accounts receivable processes while assisting in service-related operations to maintain timely and effective service delivery.

Primary Responsibilities:

Customer Accounts Management

1. Handle invoicing, customer account reconciliation, and remittances.
2. Maintain customer communication records and support the operational team with account inquiries.
3. Respond to client billing questions and follow up on overdue accounts.
4. Manage an aging portfolio of 30, 60, and 90-plus accounts.

Service Scheduling and Dispatch

1. Prioritize and schedule service calls with the Service Manager and customer as needed.
2. Coordinate emergency and non-emergency service requests, providing initial troubleshooting when necessary.

Documentation and Reporting

1. Assist in maintaining service and account records via systems like DocuWare and EMSAR Portal.
2. Review and issue service completion forms, maintenance reports, and relevant customer documentation.

Client Communication and Support

1. Act as a central point of contact for client inquiries, providing updates on schedules, installations, and service resolutions.
2. Collaborate with operations and service managers and escalate unresolved issues through EMSAR or other channels.
3. Offer tailored advice on products and services, identifying opportunities for upselling or enhancements.

Proactive Problem-Solving and Protocol Development

1. Resolve client issues professionally and follow up on service-related concerns to ensure satisfaction.

Required Skills and Qualifications:

1. Strong organizational and multitasking abilities with experience in accounts receivable, sales, and service coordination.
2. Proficiency in relevant software (e.g., Sage 50, DocuWare, Service Portals, ClickUp) or similar systems.
3. Exceptional communication and problem-solving skills.
4. Familiarity with inventory and shipping logistics.
5. Ability to manage and analyze performance data to drive continuous improvement.

Key Competencies:

1. Detail-oriented, with a focus on accuracy and efficiency.
2. Client-focused, with a proactive and professional approach to problem resolution.
3. Team-oriented, with strong leadership and collaboration skills.