Client Account Coordinator

We are looking for a Client Account Coordinator to join our team who will be responsible for providing exceptional customer service to clients, managing communication, and ensuring smooth processes for quotes, orders, and product delivery. This role focuses on maintaining a high level of customer satisfaction by ensuring accurate and timely responses, monitoring order details, and resolving issues in collaboration with the purchasing team.

Key Responsibilities:

Monitor and process incoming quote requests, ensuring all required information is provided.

Prepare and send accurate, finalized quotes based on client requests.

Verify and clarify any missing details for approved orders.

Respond to all customer emails within the same day.

Confirm product availability before finalizing quotes.

Address discrepancies and manage client quote signoffs.

Follow up on client queries and necessary tasks.

Analyze client feedback trends to identify areas for improvement and success.

Submit finalized order details, including any special instructions, to the purchasing team.

Ensure alignment between quotes and actual orders by monitoring discrepancies.

Assist clients with questions, offer recommendations, and confirm final selections.

Notify clients when their order is submitted to the purchasing team and provide expected timelines.

Keep clients updated on any changes or issues with their orders.

Report recurring client concerns to the Customer Service Manager.

Review and track customer feedback to ensure satisfaction and identify areas for improvement.

Ensure continuous communication and resolution of any unresolved issues.

Track order progress and communicate expected delivery timelines to clients.

Monitor KPIs related to client communication and order resolution.

Qualifications:

Exceptional written and verbal communication skills.

Minimum 3 years of experience in a similar profile

Strong attention to detail organizational skills.

Ability to manage multiple tasks simultaneously and effectively prioritize.

Strong problem-solving ability.

Experience in customer service, account management, or related field preferred.

Ability to work collaboratively within a team environment.

The Client Account Coordinator will uphold the following values:

100% client-focused; always looking to create a WOW experience for clients

Team player - ready and willing to go above and beyond to support others on the team

A can-do person - you are always looking for solutions.

Glass half full - you see the positive side of life and think the best about others.

Results-oriented - you love getting things done and crossing things off your list.

Detail-orientated - people come to you to proofread things and organize parties.

Self-starter - you are accountable for your work and take pride in delivering quality work every single day.

What you can expect from us:

Competitive salary– Based on experience, skills, and education.

Support for work-life balance – paid vacation, birthday flex day, and performance-based earned time off.

Core Health Benefits– 100% employer-paid health and dental coverage, and additional funds for flex spending accounts.

Longevity Rewards– You are an important part of the team, and we value long-term commitment and contributions. We recognize your loyalty and service at key milestones with a gift, pre-paid gift card, or RRSP contribution.

Tailor-fit workspace– We outfit your workspace with tailor-fit furniture solutions to make your work-life comfortable and enjoyable.

Inclusive and family-oriented work environment –You will build meaningful relationships with people who genuinely want to help you succeed.

If you love people and want to make a difference in the workplace, CDI Spaces is an energetic team of people who want to make a difference in our community by creating spaces that transform lives.

We believe that every space we create is an opportunity to provide positive change in the lives of our clients and our people. It’s about ‘we’ not ‘me’ around here, a place where people find meaning, develop themselves, and provide for their families; and you have an entire team to support your goals. Asking for help when needed and rolling up your sleeves to assist someone else are two things we encourage from everyone who works here. It’s an environment where it's fine to fail because together, we will find a solution. We build meaningful relationships and genuinely care about ensuring our clients and employees have an amazing experience with us.

Working with the team at CDI is fun, productive, and challenging in all the right ways. We have a wonderful work environment and a team of dedicated, client-focused employees. If you love working with a smart, innovative team and appreciate lunches and celebratory treats, we are the place for you.

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