Customer Operations Coordinator

Position Overview The Customer Operations Coordinator is an administrative and operational support role responsible for centralizing key processes, maintaining data accuracy, and improving workflow efficiency across Customer Operations, Customer Service, Sales and Marketing. The role provides shared support across multiple functions by delivering structured administrative support, system maintenance, process documentation, and coordination of operational activities. The coordinator will manage key administrative processes, support system and data maintenance activities, and assist in the development and standardization of workflows. Responsibilities Administrative & Operational Support Provide centralized administrative support across Customer Operations, Customer Service, Marketing and Sales teams. Coordinate completion of sales documentation, customer forms and internal administrative requirements. Support onboarding activities for new customers, including setup, documentation and process tracking. Assist with maintaining organization and accessibility of customer‑related documentation and records. Sample & Materials Management Coordinate and ship product samples to customers, prospects and internal stakeholders. Own and manage the company sample program, including inventory, tracking and replenishment. Manage shipments for trade shows, customer visits and external events. Maintain inventory of sample products, packaging materials and related supplies. Develop and implement standardized processes for refrigerated shipments to ensure product integrity and on‑time delivery. Administer sample orders and donation orders administratively. Systems & Data Management Perform administrative updates and maintenance within Microsoft Dynamics AX. Maintain customer master data and item master data for accuracy and consistency across systems. Assist in setup and maintenance of trade agreements and pricing structures. Support new customer and item setup processes, ensuring proper system configuration and documentation. Process Standardization & Documentation Create, update and maintain Standard Operating Procedures (SOPs) to ensure consistency and scalability. Identify opportunities to centralize administrative processes and improve efficiency. Partner with cross‑functional teams to standardize workflows and align with best practices. Drive consistency in administrative processes to support scalability and operational efficiency. Cross‑Functional Coordination Provide administrative coordination for cross‑functional initiatives and internal projects. Support execution of operational initiatives through task tracking, communication and follow‑up. Partner with Sales, Marketing, Customer Service and Supply Chain teams to ensure alignment on administrative processes. Assist in organizing and supporting trade shows, customer visits and internal operational activities. Sales & Customer Documentation Support Support completion and maintenance of customer onboarding documentation, forms and required paperwork. Assist with preparation and coordination of sales‑related documentation and administrative deliverables. Ensure documentation is accurate, complete and properly stored for accessibility and compliance. Compliance & Continuous Improvement Adhere to food safety, regulatory policies, and standard operating procedures, escalating concerns to production or quality managers. Identify and centralize administrative responsibilities to drive efficiencies. Support implementation of process improvements, automation opportunities and best practices. Ensure processes are consistently followed and continuously improved for scalability and effectiveness. Order Fulfillment & Operational Coordination Proactively identify administrative and operational tasks for centralization. Recommend process improvements to enhance efficiency, accuracy and consistency. Support implementation of improved workflows, tools and best practices. Contribute to building scalable administrative processes that reduce workload across customer‑facing teams. Qualifications 3‑5 years of experience in administrative, customer operations, customer service or supply chain roles, preferably in the beverage category of the CPG industry. Bachelor’s degree or equivalent combination of education and experience. Familiarity with CRM tools and data analysis software. Experience working with ERP systems, especially Microsoft Dynamics AX. Strong computer skills with advanced proficiency in Microsoft Office (Excel, PowerPoint, Word, OneNote, Outlook, Teams). Experience with data management, documentation and process coordination. Ability to manage large volumes of data and maintain data accuracy across systems. Excellent verbal and written communication skills. Strong relationship‑building abilities and commitment to teamwork. Deep understanding of customer needs and a passion for enhancing customer experiences. Willingness to learn and adapt to new tools, technologies and processes. Proficiency in order‑to‑cash processes, inventory management and e‑commerce platforms. Comprehensive understanding of supply chain workflows, production planning and logistics coordination. Strong sense of ownership, accountability and ability to manage multiple priorities in a fast‑paced environment. Proactive mindset with focus on continuous improvement and efficiency. Problem‑solving aptitude to resolve order discrepancies and delivery delays. Detail‑oriented focus on accuracy in order processing, pricing and documentation. Experience supporting reporting, tracking and automated administrative workflows. Hours, Location and Pay We offer a competitive base pay rate and benefits package for full‑time employees. This role works standard business hours Monday – Friday at our Little Chute, WI manufacturing facility. Physical and Mental Demands Must sit frequently, use hands for typing data, use a personal computer and telephone, and occasionally operate business machines and lift up to 50 pounds. Specific vision requirements include close vision and ability to adjust focus. Reasonable accommodations are available for disabilities. Mental demands include multitasking, decision‑making, problem‑solving, analyzing, coordinating and synthesizing data. Potential exposure to chemicals, heights, loud noises, mechanical equipment, wet environments and other hazards. Disclosures All personnel may be required to perform duties outside of their normal responsibilities from time to time. Responsible for following food safety/regulatory policies, executing responsibilities identified in SOPs, and reporting concerns to the Production or Quality Manager. Trilliant Food & Nutrition and Horseshoe Beverage Company are drug‑free workplaces. All applicants are subject to a drug screen and background check as a condition of employment. Trilliant Food & Nutrition and Horseshoe Beverage participate in the E‑Verify process. EEO/AA including Vets and Disabled. If you need a reasonable accommodation for any part of the employment process, contact View email address on click.appcast.io with your request and contact information. Trilliant Food & Nutrition and Horseshoe Beverage are Equal Opportunity Employers. The principles of the OECD and UN have been taken into consideration and used as guidance in our human rights practices and procedures. Safety Statement At Trilliant and Horseshoe, safety is every employee's first responsibility. We expect all employees to adhere to all safety practices, have the moral courage to stop other individuals from performing unsafe acts, and immediately report unsafe conditions. #J-18808-Ljbffr