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Client Relations Coordinator
2 months ago
Position Overview:
Company Mission
At Connection, we simplify the complexities of IT by facilitating the integration of people and technology. Whether a client seeks improved management of their inventory, enhanced workforce capabilities, or fortified data security, we deliver tailored solutions. Our expertise lies in identifying the optimal mix of technology hardware, software, cloud services, and support to meet diverse needs.
Our Culture
We believe that a diverse team enriches our innovation and creativity. At Connection, we celebrate varied backgrounds and perspectives, fostering an environment where fresh ideas thrive. We invite you to contribute your unique insights to a collaborative team dedicated to excellence.
Benefits of Working with Us
Connection offers a supportive workplace and a fulfilling career path, complemented by an attractive benefits package. We prioritize the well-being of our employees, providing comprehensive resources for financial, emotional, and physical health. Our competitive compensation, retirement plans, and health insurance reflect our commitment to our team. Additionally, we support mental health through free therapy sessions, coaching, and meditation resources. Enjoy a generous paid time off policy that includes vacation, sick leave, and special days for wellness and community service.
Role Summary
Under the guidance of the Client Experience Manager, the Client Experience Specialist is responsible for executing administrative tasks related to complex client orders and standards. This role involves significant data entry for client quotes, order processing, and returns. The Specialist will monitor daily order reports and provide customized reporting as needed. Timely responses to client inquiries regarding order tracking and pricing are essential.
Key Responsibilities:
Order Management:
- Promptly address client requests and ensure order placements adhere to company guidelines to meet service level agreements (SLAs).
- Maintain awareness of shipment deadlines for major distribution partners and carriers.
- Communicate proactively with clients regarding order placements, including estimated arrival times and backorder updates.
- Escalate pricing changes or end-of-life notifications to the Sales Operations Advisor or Inside Account Manager.
Quote Management:
- Deliver timely quotes for high-demand products within four hours, following directives from the Sales team.
- Assist in generating quotes for accounts with established pricing agreements.
Sales Support:
- Provide administrative assistance for order tracking, reporting, and inquiries related to sales orders.
- Research open orders and compile estimated arrival information for clients.
- Recommend alternative suppliers or products in collaboration with the sales team.
- Update order information in the system for team accessibility.
- Utilize established tools to generate reports for clients.
- Collaborate with the Sales team on complex order requests.
- Engage with management for requests outside the scope of existing reports.
- Respond to client inquiries regarding tracking, serial numbers, packing slips, and return merchandise authorizations (RMAs).
- Initiate the return merchandise process and educate clients on RMA procedures.
- Escalate all RMA requests to Customer Service.
Qualifications:
Experience:
- A minimum of four years of relevant career experience, including at least two years in data entry within an inside sales environment.
Technical Skills:
- Proficient in Microsoft Office, particularly Excel for spreadsheet management.
- Advanced knowledge of Microsoft Outlook, including experience managing shared email accounts in a fast-paced setting.
- Basic understanding of desktop/laptop components to address customer needs.
- Familiarity with data entry in CRM or ERP systems.
Business Acumen:
- Understanding of the purchasing process from an inside sales perspective.
- Knowledge of the sales cycle for business transactions.
- Ability to provide clients with accurate SLAs and delivery information.
Core Competencies:
- Organizational skills and attention to detail.
- Effective verbal communication skills.
- Strong written communication abilities for professional correspondence.
- Active listening skills to fully comprehend client needs.
- Quick learner with the capacity to adapt with minimal guidance.
Connection, Inc. and its subsidiaries are committed to equal employment opportunities for all qualified applicants, regardless of race, gender, color, religion, age, national origin, disability status, sexual orientation, marital status, or any other characteristic protected by law. We are dedicated to providing reasonable accommodations for applicants with known disabilities to facilitate their participation in the hiring process and to perform essential job functions.