Client Experience Specialist

ConnectionAustin, TX
Onsite

About The Position

As a Client Experience Specialist, you'll play a critical role in delivering an exceptional customer experience by ensuring orders are processed accurately, efficiently, and on time. You'll be the operational backbone for our high-volume velocity accounts, partnering with Sales, Customer Service, and Operations to provide seamless order management, proactive communication, and outstanding client support. This role is ideal for someone who thrives in a fast-paced environment, enjoys solving problems, and takes pride in delivering a high level of service while maintaining exceptional attention to detail.

Requirements

  • High school diploma or equivalent.
  • Minimum of four years of related customer service, client support, order management, or inside sales experience.
  • Experience working within CRM and/or ERP systems.
  • Intermediate Microsoft Excel skills and advanced Microsoft Outlook proficiency.
  • Strong data entry skills with exceptional accuracy.
  • Excellent written and verbal communication skills.
  • Outstanding organizational and time-management abilities.
  • Ability to prioritize multiple requests while maintaining a high level of customer service.
  • Strong problem-solving skills and the ability to learn new systems quickly.

Nice To Haves

  • Experience supporting high-volume order processing in a distribution, technology, manufacturing, or B2B environment.
  • Familiarity with customer purchasing processes and business-to-business sales cycles.
  • Experience creating and maintaining customer reports using Excel or reporting tools.

Responsibilities

  • Serve as a trusted point of contact for client requests, ensuring timely responses that meet or exceed established service level agreements (SLAs).
  • Provide proactive updates on order status, estimated delivery dates, backorders, and shipment timelines.
  • Respond promptly to inquiries regarding tracking information, serial numbers, packing slips, pricing, and other order-related requests.
  • Build confidence with clients through clear, professional communication and reliable follow-through.
  • Process high-volume order entry with a strong focus on accuracy and attention to detail.
  • Prepare and deliver quotes for established velocity products within four hours, following Sales team guidance.
  • Support quoting activities for customers with established pricing agreements.
  • Monitor daily Open Order Reports and research order status to provide accurate ETA updates.
  • Maintain accurate order information within company systems to ensure visibility across internal teams.
  • Understand distribution partner and carrier shipment cut-off times to maximize on-time fulfillment.
  • Collaborate with Sales, Customer Service, and Operations to resolve order issues and support complex client requests.
  • Escalate pricing changes, end-of-life (EOL) notifications, and other issues requiring additional review.
  • Recommend alternate products or suppliers when appropriate in collaboration with the Sales team.
  • Assist management with custom reporting and requests outside standard reporting capabilities.
  • Initiate Returned Merchandise Authorization (RMA) requests and educate customers on the return process.
  • Coordinate RMA activities with Customer Service.
  • Generate recurring and custom reports that provide meaningful insights for clients and internal stakeholders.
  • Perform additional projects and responsibilities as assigned.
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