Entry Level Customer Experience Coordinator

Aston Carter•Lake Forest, CA

3d•$23 - $23•Hybrid

About The Position

The Service Coordinator acts as the primary point of contact for customers, coordinating field service activities and ensuring that all service requests are executed smoothly from intake through completion. In this role, you intake, log, and manage customer inquiries, provide timely service estimates and job quotations, and keep customers informed through clear, proactive communication. You work extensively within Microsoft ERP and CRM platforms, including Navision and Microsoft Dynamics, to manage customer data, service workflows, and order processing. You generate and maintain reports while balancing multiple assignments in a fast-paced environment, supporting a growing organization that values honesty, loyalty, and internal career growth.

Requirements

At least 1 year of experience in administrative, clerical, or customer support roles.
Demonstrated customer service orientation with strong verbal and written communication skills.
Proficiency with Microsoft Office and Microsoft Suite (such as Outlook, Excel, Word).
Ability to coordinate schedules and manage service appointments across multiple time zones.
Strong administrative and clerical skills, including accurate data entry and documentation.
Ability to manage multiple tasks simultaneously and work effectively in a fast-paced environment.
Attention to detail and accuracy when logging customer inquiries, processing orders, and generating reports.
Comfort communicating with customers by phone and email to provide updates and resolve inquiries.

Responsibilities

Serve as the primary point of contact for customers, providing professional, service-oriented support for all field service requests.
Intake, log, and manage customer service inquiries with accuracy and attention to detail, ensuring all relevant information is captured in the system.
Prepare and deliver service estimates and job quotations in a timely and accurate manner.
Coordinate and schedule field service activities, ensuring appropriate coverage for both East Coast and West Coast customers.
Track and manage ongoing work orders from initiation through completion, updating status in the customer portal and internal systems.
Provide regular updates to customers via phone, email, and portal communications to keep them informed of work order progress and any changes.
Navigate and utilize Microsoft ERP and CRM systems, including Navision and Microsoft Dynamics, to manage customer records, service workflows, and order details.
Process purchase orders, RMAs, and other order-related documentation accurately and promptly.
Support invoicing and order processing activities, ensuring that all documentation is complete and aligned with internal procedures.
Use Microsoft Office and Microsoft Suite tools to create, update, and maintain reports, spreadsheets, and other administrative documents.
Generate and maintain service and activity reports while managing multiple assignments in a fast-paced environment.
Collaborate closely with team leads and colleagues in a shared workspace to coordinate work on shared customer accounts.
Contribute to schedule planning and project coordination efforts related to service activities and installations.
Adapt to changing priorities and processes in a growing organization and support continuous improvement of service workflows.
Participate fully in in-office training and apply learned procedures and systems to daily responsibilities.