Associate I, Client Operations

XSE GROUP INC•Middletown, CT

1d•$50,000 - $60,000•Onsite

About The Position

The Client Operations Associate supports the process from a signed deal through delivery, contract setup, lease funding, and ongoing client support. The role ensures that order paperwork is complete, equipment is delivered, contracts are accurately configured in the company system, and lease funding packages are submitted and reconciled. It also serves as a day-to-day contact for clients, handling inquiries, placing orders, assisting with billing questions, and coordinating service requests. The position is based on-site at Aztec's headquarters in Middletown, Connecticut, and is full-time.

Requirements

One to three years of experience in order processing, sales operations, customer service, or a similar administrative role; B2B experience is preferred.
Strong attention to detail and the discipline to check one's own work.
Clear, professional written and verbal communication skills.
Ability to manage multiple open deals, prioritize work, and meet deadlines.
Comfort working with ERP and CRM systems.
Solid Microsoft Excel, Outlook, and Word skills.
High school diploma or equivalent.

Nice To Haves

Associate's or bachelor's degree.
Experience in office technology, managed print, or IT services.
Familiarity with equipment leasing and funding documentation.
Hands-on experience with ECI E-Automate or Salesforce.

Responsibilities

Review newly signed orders for completeness and accuracy, including order forms, pricing, equipment configurations, service agreements, and credit approvals.
Enter new deals into the ERP system and resolve discrepancies with sales before orders proceed.
Keep deal statuses current for sales, service, and finance teams.
Schedule deliveries and installations with clients, warehouse and logistics staff, and field technicians.
Confirm site readiness and collect information technicians need, including network and connectivity details.
Track orders through delivery and collect signed delivery and acceptance documents.
Build service contracts in the system, including billing terms, rates, start dates, equipment serial numbers, and meter collection setup.
Verify contract setup against signed agreements to help ensure accurate first invoices.
Assemble and submit lease funding packages to leasing partners, including signed lease documents, delivery and acceptance certificates, and invoices.
Follow funding packages through to funding, clear outstanding conditions, and reconcile received funds against deals.
Respond promptly to client inquiries by phone and email.
Place orders for client supplies, equipment, and accessories, and provide delivery updates.
Research invoice questions, help collect meter reads, and coordinate corrections and credits with the billing team.
Maintain current client account details, including contacts, addresses, and equipment locations.
Route service requests and escalations to the appropriate team and follow up until resolved.
Log client interactions in the CRM to maintain complete account histories.