Client Support Coordinator

Client Support Coordinator

As a Client Support Coordinator, you'll play a vital role in keeping daily operations and long-term projects running smoothly while ensuring top-tier service for our clients. Some days will be predictable, while others will require you to pivot quickly and tackle urgent prioritiesflexibility is key! We are looking for someone with strong organizational skills, a proactive mindset, and a good team-first attitude. If you bring positive energy, enjoy creative problem-solving, and take pride in coordinating efficient, responsive support, this role is a perfect fit for you!

Key Responsibilities

• Monitor Support & Services inbox for client inquiries related to Sage Intacct, Acumatica, and Sage Legacy Products troubleshooting.
• Respond efficiently to customer email follow-ups / phone calls
• Create service tickets/cases in ConnectWise/Certinia for consultants and clients.
• Maintain and update client contacts in ConnectWise Manage / set up new client profiles in ConnectWise Manage.
• Serve as a liaison between multiple departments.
• Monitor cases post assignment to ensure customer follow-through
• Monitor expiring Ongoing Support projects and create new projects as needed
• Grant internal environment access to consultants as needed.
• Exhibit strong communication and interpersonal skills

Qualifications

• Experience with Microsoft Outlook preferred.
• Detail-oriented nature; Project Management familiarity and/or experience preferred
• Strong organizational skills and attention to detail.
• Ability to work 12pm-8pm EST (West Coast preferred)
• Familiarity with professional business workflows.
• Solid communication skills, with strong follow-up and follow-through.
• Experience with Salesforce or Certinia is a plus.

Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation

Note: Candidates must be authorized to work in the US or Canada; we cannot provide sponsorship at this time.