Customer Support

Customer Account Coordinator

Looking to hire your next Customer Account Coordinator? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a staffing agency dedicated to boosting the economic efficiency of US companies. We provide access to a diverse range of skilled Latin American professionals, allowing businesses to build robust teams without the traditional high costs associated with domestic hiring. Our model supports companies in maximizing their resources, driving innovation, and achieving sustainable growth.

Description

A Customer Account Coordinator plays a pivotal role in maintaining and enhancing customer relationships by acting as the primary point of contact between clients and the company. This role involves managing customer accounts, addressing inquiries, and resolving issues in a prompt and professional manner. The Customer Account Coordinator ensures that clients receive excellent service and support, facilitating communication and coordination between various departments to meet client needs. Additionally, this role may involve tracking account activities, preparing reports, and identifying opportunities for account growth and development, contributing to overall customer satisfaction and loyalty.

Requirements

- Bachelor's degree in Business Administration, Management, or related field, or equivalent work experience.
- Minimum of 2-3 years of experience in customer service, sales support, or account management.
- Strong proficiency in CRM software and other business management tools.
- Excellent verbal and written communication skills.
- Strong problem-solving skills and attention to detail.
- Ability to multitask and prioritize tasks effectively in a fast-paced environment.
- Demonstrated ability to work collaboratively across departments.
- Strong organizational and time management skills.
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
- Ability to manage sensitive and confidential information with discretion.
- Strong analytical skills with the ability to generate and interpret reports.
- Customer-focused attitude with a commitment to providing exceptional service.
- Ability to handle complaints and difficult situations with calmness and professionalism.
- Ability to learn and adapt quickly to new processes and technologies.
- Excellent interpersonal skills and the ability to build strong relationships with customers and team members.

Responsabilities

- Respond to customer inquiries and provide timely and accurate information regarding accounts and services.
- Process customer orders, ensuring that all details are correct and handling any issues that arise.
- Manage and update customer accounts, including contact information and account status.
- Coordinate with internal departments such as sales, finance, and logistics to resolve customer issues and ensure smooth transactions.
- Track and follow up on outstanding orders, ensuring timely fulfillment and delivery.
- Handle customer complaints, escalations, and returns, ensuring appropriate resolutions and maintaining customer satisfaction.
- Prepare and distribute account statements, invoices, and other relevant documentation to customers.
- Monitor customer account activity to identify trends, potential issues, and opportunities for improvement.
- Assist customers with payment processes, including setting up payment plans and addressing billing concerns.
- Maintain accurate and up-to-date records of customer interactions and transactions in CRM systems.
- Conduct periodic reviews of customer accounts to identify changes in needs or upsell opportunities.
- Collaborate with the sales team to support account management strategies and achieve sales targets.
- Provide feedback to management on customer issues and potential improvements to processes and services.
- Participate in training sessions and team meetings to stay informed about company products, policies, and best practices.
- Generate and analyze reports on account activity, customer feedback, and performance metrics.
- Support special projects or initiatives related to customer accounts as assigned by management.

Ideal Candidate

The ideal candidate for the Customer Account Coordinator role will possess a Bachelor's degree in Business Administration, Management, or a related field, coupled with at least 2-3 years of demonstrated experience in customer service, sales support, or account management. They will exhibit strong proficiency in CRM software and business management tools, with a particular knack for navigating Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint. This individual will be an exceptional communicator, both verbally and in writing, demonstrating keen attention to detail alongside superior organizational and time management skills. Their ability to handle multitasking and prioritize effectively in a fast-paced environment will be invaluable. A natural problem solver with a calm demeanor under pressure, they will handle complaints and difficult situations with professionalism and a customer-centric attitude. They will thrive on collaboration, seamlessly working across various departments such as sales, finance, and logistics to ensure smooth transactions and exceptional customer satisfaction. With a proactive, self-motivated work ethic and a commitment to maintaining confidentiality, they will demonstrate reliability, punctuality, and the ability to adapt quickly to new processes and technologies. Their analytical mindset and data-driven approach will enable them to generate and interpret reports, identifying trends and opportunities for improvement. Finally, their positive attitude, strong interpersonal skills, and ability to build rapport with customers and team members will set them apart, making them an invaluable asset to our team.

On a typical day, you will...

- Respond to customer inquiries and provide timely and accurate information regarding accounts and services.
- Process customer orders, ensuring that all details are correct and handling any issues that arise.
- Manage and update customer accounts, including contact information and account status.
- Coordinate with internal departments such as sales, finance, and logistics to resolve customer issues and ensure smooth transactions.
- Track and follow up on outstanding orders, ensuring timely fulfillment and delivery.
- Handle customer complaints, escalations, and returns, ensuring appropriate resolutions and maintaining customer satisfaction.
- Prepare and distribute account statements, invoices, and other relevant documentation to customers.
- Monitor customer account activity to identify trends, potential issues, and opportunities for improvement.
- Assist customers with payment processes, including setting up payment plans and addressing billing concerns.
- Maintain accurate and up-to-date records of customer interactions and transactions in CRM systems.
- Conduct periodic reviews of customer accounts to identify changes in needs or upsell opportunities.
- Collaborate with the sales team to support account management strategies and achieve sales targets.
- Provide feedback to management on customer issues and potential improvements to processes and services.
- Participate in training sessions and team meetings to stay informed about company products, policies, and best practices.
- Generate and analyze reports on account activity, customer feedback, and performance metrics.
- Support special projects or initiatives related to customer accounts as assigned by management.

What we are looking for

- Strong communicator with both verbal and written proficiency
- Detail-oriented and highly organized
- Exceptional problem-solving abilities
- Ability to work collaboratively across various departments
- Proactive and self-motivated with a strong work ethic
- Customer-centric mindset
- Capacity to handle multiple priorities in a fast-paced environment
- Strong interpersonal skills and ability to build rapport with customers
- Ability to remain calm and professional under pressure
- Quick learner with adaptability to new processes and technologies
- Analytical thinker with a data-driven approach
- Committed to maintaining confidentiality and discretion
- Technologically savvy and proficient with CRM software
- Positive attitude and team player
- Demonstrated reliability and punctuality

What you can expect (benefits)

- Competitive salary range of $45,000 - $60,000 per year
- Comprehensive health benefits, including medical, dental, and vision insurance
- Flexible working hours with options for remote work
- Generous paid time off (PTO) policy, including vacation, sick leave, and holidays
- 401(k) retirement plan with company match
- Professional development opportunities, including training programs and certifications
- Tuition reimbursement for continuing education
- Employee wellness programs, including gym memberships and mental health support
- Performance-based bonuses and incentives
- Collaborative and supportive work environment
- Opportunities for career advancement within the company
- Company-sponsored events and team-building activities
- Access to company resources and employee assistance programs
- Discounts on company products and services
- Recognition and rewards for outstanding performance and contributions

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