Customer Service Coordinator

Aston Carter • Lake Forest, CA

7d • $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 involves accurately intakeing, logging, and managing customer inquiries; promptly preparing service estimates and job quotations; and tracking work orders while keeping customers informed through a portal or direct communication. The coordinator uses Microsoft CRM and ERP platforms to manage customer data and service workflows, and generates and maintains reports while working in a fast-paced environment.

This is a long-term contract-to-hire position based in Lake Forest, California. It is hybrid, with four days onsite and Fridays working from home. Training takes place in the office for at least two weeks, on a schedule of 8 AM to 5 PM. The company manufactures grocery store security systems and theft-prevention products and is experiencing growth. The department offers potential advancement from customer service to lead, supervisor, and manager roles. Direct hire may be possible based on performance and business needs.

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.
• Ability to handle purchase orders, invoicing, and data entry.
• Strong administrative support and client services skills.
• Flexibility to adapt to change and embrace growth opportunities.

Nice To Haves

• Experience in construction.
• Experience with Microsoft Dynamics.
• Experience in project coordination.
• A personality aligned with the company's 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.
• 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.
• Support order processing, project scheduling, purchase orders, invoicing, and data entry.

Benefits

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

What This Job Offers

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