Customer Service Coordinator

Aston Carter•Lake Forest, CA

6d•$23 - $23•Hybrid

About The Position

This role serves as the primary point of contact for customers, coordinating field service activities and ensuring that service requests are executed smoothly from intake through completion. You will manage customer inquiries, create service estimates and job quotations, and keep customers informed through proactive communication. The position requires strong administrative skills, comfort with ERP/CRM systems, and the ability to balance multiple assignments in a fast-paced, growth-oriented environment.

Requirements

At least 1 year of administrative, clerical, or customer support experience.
Experience with ERP or CRM systems, preferably Navision.
Proficiency with Microsoft Office and the broader Microsoft Suite.
Experience in order processing and order entry.
Ability to schedule projects and coordinate service activities.
Strong customer service and client services skills, including phone and email communication.
Ability to handle purchase orders, RMAs, and basic invoicing tasks.
Competence in data entry with high accuracy and attention to detail.
Experience in administrative support within a fast-paced environment.
Comfort using Microsoft Dynamics or similar CRM platforms.
Strong organizational skills with the ability to multitask and manage multiple assignments.
Professional, reliable, and adaptable personality, with strong interpersonal skills.

Nice To Haves

Experience in customer-facing field service coordination or similar roles.
Background in construction-related environments or projects is beneficial.
Experience with schedule planning and project coordination.
Familiarity with ERP/CRM integrations and workflow management.
Ability to generate and maintain service and operational reports.
Comfort working in a growing organization undergoing change and expansion.
Demonstrated interest in career growth and progression within a customer experience or operations function.
Ability to work effectively in a team-based environment with shared accounts and responsibilities.

Responsibilities

Serve as the primary point of contact for customers, providing prompt, professional, and courteous support.
Receive, intake, and accurately log customer service requests into the appropriate systems.
Coordinate field service activities, ensuring work orders are scheduled, dispatched, and followed through to completion.
Prepare and deliver service estimates and job quotations in a timely and accurate manner.
Track and monitor ongoing work orders, maintaining up-to-date status information at all times.
Update customer work order portals and communicate status updates directly to customers via phone and email.
Navigate and utilize Microsoft CRM and ERP platforms, including Navision, to manage customer data and service workflows.
Generate, maintain, and distribute reports related to service requests, work orders, and customer activity.
Process orders, including order entry, purchase orders, and related administrative tasks such as RMA and invoicing.
Support scheduling of projects and service activities, ensuring alignment with customer needs and internal resources.
Perform data entry and maintain accurate records for all customer interactions and transactions.
Collaborate with internal teams, including client services and project coordination, to ensure seamless service delivery.
Balance multiple assignments and priorities in a fast-paced environment while maintaining high attention to detail.
Provide administrative support to the customer experience team and contribute to continuous process improvement.
Demonstrate flexibility and adaptability to changing priorities, systems, and processes as the organization grows.