Client Services Coordinator

The Client Services Coordinator ("CSC") provides sales and administrative support to clients and to the Client Success Manager and Client Services Director. The CSC will also collaborate with our Design and Logistics teams and ensure a consistent client experience that is aligned with our luxury brand by communicating professionally and promptly. Key functions include answering the phone and routing calls, responding to emails and texts, scheduling our team and client appointments, entering and maintaining data within Salesforce and Slack, and assisting with client billing to support the Client Services team in achieving sales goals and ensuring an Elite client experience. Schedule & Benefits:
• Full-Time, M-F, 8:30 am - 5 pm
• A hybrid schedule, once fully trained
• Flexible paid time off
• 16 hours of paid sick time
• Paid company holidays
• Extended paid time off during the winter holiday season after 1 year of employment
• 401(k) with company match
• Health, dental, vision, and life insurance
• Parental leave for primary and secondary caregivers
• Short-term and long-term disability
• Wholesale furniture benefits
• Elite Retreat vacation benefit in Puerto Vallarta, Mexico Responsibilities:
• Communicate with professionalism and warmth: As the clients' first point of contact, you'll ensure each person you speak with receives excellent service and accurate information. You'll understand their needs, explain our value, and qualify them for our services before routing them to the appropriate Client Services team member.
• Schedule appointments and maintain the company calendar: Coordinate consultation appointments, installation dates, and move-out dates, while balancing clients' timelines with our team's workload. Schedule team events and meetings. Ensure all calendar event details are accurate.
• Effectively communicate updates and resolve issues: Serve as the liaison between the clients and the Design and Logistics teams. Keep our team members and the clients up to speed on schedule changes. Share changing client needs and timelines with our team. Assist our team in resolving property access issues and provide the clients with arrival windows.
• Manage Slack, our team communication platform : Create new channels for each new opportunity, share relevant property and client information, assign tasks to other Client Services team members and designers, set reminders, promptly answer internal questions, share client questions, and close channels as needed.
• Maintain Salesforce: Create new Salesforce records and update client, property, and product data.
• Create and send invoices, proposals, and contracts: Work with our designers to create proposals and send them to clients. Work with other Client Services team members to send contracts. Send invoices to clients to secure appointments and to make furniture purchases.
• Assist with billing tasks as needed : Process client payments, follow up on outstanding payments, and calculate final payments and refunds.
• Be knowledgeable about our products and pricing : Develop a solid understanding of our product offerings and our pricing structure to calculate rental rates and furniture purchase pricing.
• Maintain a growth mindset: Contribute to continuous process improvement and refinement. Seek ways to improve the client and team experiences.
• Participate in team meetings and company culture events. Qualifications:
• 1+ years of sales or customer service.
• Experience using Apple products and Google Suite.
• Self-motivated with the ability to prioritize, manage time, and keep projects on track.
• Excellent written and verbal communication skills.
• Strong attention to detail with proven organizational abilities.
• Ability to withstand stressful situations.
• Solid system for tracking ever-changing to-do lists, projects, goals, and metrics.
• Flexible and resilient in a fast-paced and dynamic environment.
• Basic math skills.
• Ability to problem-solve effectively and efficiently.
• Bachelor's degree (preferred).
• Salesforce or other CRM experience (preferred).
• Experience with a luxury brand and/or real estate industry (preferred). Compensation: $45,000 - $50,000 annually depending on experience

• Communicate with professionalism and warmth: As the clients' first point of contact, you'll ensure each person you speak with receives excellent service and accurate information. You'll understand their needs, explain our value, and qualify them for our services before routing them to the appropriate Client Services team member.
• Schedule appointments and maintain the company calendar: Coordinate consultation appointments, installation dates, and move-out dates, while balancing clients' timelines with our team's workload. Schedule team events and meetings. Ensure all calendar event details are accurate.
• Effectively communicate updates and resolve issues: Serve as the liaison between the clients and the Design and Logistics teams. Keep our team members and the clients up to speed on schedule changes. Share changing client needs and timelines with our team. Assist our team in resolving property access issues and provide the clients with arrival windows.
• Manage Slack, our team communication platform: Create new channels for each new opportunity, share relevant property and client information, assign tasks to other Client Services team members and designers, set reminders, promptly answer internal questions, share client questions, and close channels as needed.
• Maintain Salesforce: Create new Salesforce records and update client, property, and product data.
• Create and send invoices, proposals, and contracts: Work with our designers to create proposals and send them to clients. Work with other Client Services team members to send contracts. Send invoices to clients to secure appointments and to make furniture purchases.
• Assist with billing tasks as needed: Process client payments, follow up on outstanding payments, and calculate final payments and refunds.
• Be knowledgeable about our products and pricing: Develop a solid understanding of our product offerings and our pricing structure to calculate rental rates and furniture purchase pricing.
• Maintain a growth mindset: Contribute to continuous process improvement and refinement. Seek ways to improve the client and team experiences.
• Participate in team meetings and company culture events.

Compensation:
$45,000-$50,000 per year