Customer Service Coordinator

Aston Carter•Lake Forest, CA

8d•$23 - $23•Hybrid

About The Position

We are seeking a dynamic Customer Service Coordinator to serve as the primary point of contact for customers and ensure the seamless execution of service requests and field service activities. The role involves accurately managing customer inquiries, preparing service estimates and job quotations, tracking work orders, and keeping customers informed through a portal or direct communication. The coordinator will use Microsoft CRM and ERP platforms to manage customer data and service workflows, and will generate and maintain reports while multitasking in a fast-paced environment. The company manufactures grocery store security systems and theft-prevention products, including locking wheel carts and automatic cart pushers. It is in a period of growth following an acquisition and relocation to a larger building. The company emphasizes innovation, quality, service, honesty, loyalty, internal growth, and developing employees. The position offers potential advancement to lead, supervisor, and manager roles. This is a long-term contract position based in Lake Forest, California, with potential for direct hire depending on performance and business needs. The work arrangement is hybrid: four days onsite and one day working from home on Friday. Training takes place in the office for at least two weeks, with hours from 8 AM to 5 PM.

Requirements

At least 1 year of experience in administrative, clerical, or customer support roles.
Proficiency with ERP and CRM systems, specifically Navision.
Strong knowledge of the Microsoft Office Suite.
Experience with order processing and project scheduling.
Excellent customer service skills.

Nice To Haves

Experience in construction, Microsoft Dynamics, and project coordination.
Ability to handle purchase orders, invoicing, and data entry.
Strong administrative support and client services skills.
A personality aligned with company values of honesty, loyalty, and investing in people.

Responsibilities

Coordinate field service activities and serve as the primary point of contact for customers.
Intake, log, and manage customer service inquiries accurately.
Deliver service estimates and job quotations in a timely manner.
Track ongoing work orders and update customers through the portal or direct communication.
Use Microsoft CRM and ERP platforms to manage customer data and service workflows.
Generate and maintain reports while multitasking in a fast-paced environment.