Customer Service Coordinator

Aston Carter • Lake Forest, CA

2d • $23 - $23 • Hybrid

About The Position

The Customer Service Coordinator serves as the primary point of contact for customers and coordinates service requests and field service activities. The role includes managing customer inquiries, providing service estimates and job quotations, tracking work orders, and keeping customers updated through the company portal or direct communication. The coordinator uses Microsoft CRM and ERP platforms to manage customer information and service workflows, and generates and maintains reports while handling multiple tasks 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 and seeks someone flexible who can adapt to change. The department offers potential advancement from customer service to lead, supervisor, and manager roles. Training is conducted in the office for at least two weeks, with stated hours of 8 AM to 5 PM. The position is a long-term contract with potential for direct hire based on performance and business needs. It is hybrid in Lake Forest, California, with four onsite days and one work-from-home day on Friday.

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 Microsoft Office Suite.
• Experience with order processing and project scheduling.
• Excellent customer service skills.
• Strong administrative support and client services skills.
• Flexibility to adapt to change and a fit with the stated company values of honesty, loyalty, and investing in people.

Nice To Haves

• Experience in construction.
• Experience with Microsoft Dynamics.
• Experience in project coordination.

Responsibilities

• Coordinate field service activities and serve as the primary customer contact.
• Intake, log, and manage customer service inquiries accurately.
• Provide timely service estimates and job quotations.
• 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.
• Handle purchase orders, invoicing, and data entry.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Critical illness, accident, and hospital coverage
• 401(k) retirement plan with pre-tax and Roth post-tax contribution options
• Voluntary life and AD&D insurance for employees and dependents
• Short- and long-term disability coverage
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time off or leave, including PTO, vacation, or sick leave

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed