Client Experience Coordinator

Job Responsibilities

The Client Experience Coordinator role is a very dynamic, fast-paced position, responsible for the successful execution and tracking of daily and project business from the quote stage through completion. The CEC works with sales personnel to ensure accurate and timely service to clients.

• Prepare Hedberg Quotes
• Assist all Account Executives and Account Managers in the preparation of quotes including: converting SIF files into Hedberg quotes, creating quotes from client purchase orders and updating CET quotes from design.
• Enter Product in Hedberg
• Enter and maintain customer product standards in Hedberg.
• Client Contact
• Act as contact for client questions regarding product, day-to-day issues, lead times and order status.
• Provide Information
• Provide Account Executives, Account Managers and Project Managers with delivery information, order status and possible problems that arise.
• Career Development
• Coordinate Deliveries
• Career Development
• Coordinate deliveries as necessary with operations.
• Labor Quotes
• Prepare packages for acquiring labor quotes when Account Manager or Project Manager has not provided.
• Forms
• Accurately communicate and complete forms as necessary, including new client, quote to order conversion package, deposits, credit/debit and COI’s.
• Installation Packages
• Prepare installation packages and send to Operations Scheduler or the assigned Project Manager
• Track Orders
• Work with the OFC to ensure that orders are meeting dates and tracking is on schedule. Use tools available for tracking orders including: workflow triggers, the Hedberg Dashboard/Issues/Schedules module, Punchlist reports and order status reports.
• Networks
• Work with other dealers for outbound networks when a Project Manager is not involved (this includes communication and installation paperwork)
• Manufacturer Reservations
• Place reservations with manufacturers
• Open Quotes
• Follow up on open quotes with Account Executive and Account Manager
• Change Orders
• Complete change orders and information for Sales Administrator to send to the vendor and ensure customer purchase order is updated
• Support Operations Administration
• SUPPORT OPERATIONS ADMINISTRATION IN THE ORDER PROCESS TO CORRECT PUNCH LIST ISSUES THAT ARE TEAM GENERATED.

Qualifications

• Level of education: High School, or GED equivalent, college degree helpful.
• Job related work experience: Minimum of 3-5 years.
• Experience working with Hedberg is preferred but not required.
• Contract Furniture Industry experience (Steelcase) helpful but not necessary, as we are willing to train the right candidate.
• Excellent communication & organizational skills must be detail oriented with the ability to multitask with an aptitude for numbers and ability to retain information.
• Product knowledge (preferably Steelcase) Computer skills: Windows, Hedberg, Word, Excel, Outlook.