Client Experience Coordinator

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Client Experience Coordinator

Are you an organized, customer-focused professional who thrives in a fast-paced environment? The Strategic Mobility Group (SMG3) is seeking a Client Experience Coordinator to play a vital role in supporting our sales team and ensuring a seamless client experience.

In this role, you will serve as the primary liaison between clients, vendors, distributors, manufacturers, sales, accounting, and internal teams, ensuring that every order and interaction reflects SMG3’s standards of service excellence and operational efficiency. You’ll manage order processing, ensure data accuracy in Salesforce, and maintain proactive client communication to facilitate smooth and reliable transactions from purchase to delivery.

The ideal candidate is highly organized, detail-oriented, and an excellent communicator with a basic understanding of supply chain processes and a working knowledge of procurement.  You will engage with sales, clients, distributors, and manufacturers throughout the entire order lifecycle, from product sourcing and order placement to fulfillment and delivery, ensuring accuracy, efficiency, and client satisfaction.  The Client Experience Coordinator will build and maintain strong relationships both internally and externally—all while living SMG3’s values of customer focus, accountability, and teamwork.

Responsibilities

Core Responsibilities – Client Support & Order Management

  • Create, process, and track customer orders to ensure timely delivery.
  • Monitor and update order statuses in Salesforce and shipment logs.
  • Communicate with vendors and clients regarding order status, updates, and any changes.
  • Coordinate closely with the warehouse team to ensure shipments meet client expectations.
  • Partner with Accounting to ensure accurate invoicing and timely resolution of discrepancies.
  • Process RMAs (Return Merchandise Authorizations) and communicate with clients regarding returns.
  • Verify product availability and pricing using vendor portals.
  • Generate, maintain, and distribute client reports as requested.
  • Maintain open communication with the Professional Services team to coordinate equipment programming.
  • Maintain open communication with the Warehouse team to coordinate reaching all ship date requirements – exceeding client expectations.
  • Ensure all data entered in Salesforce is accurate, timely, and complete.

Core Responsibilities – Collaboration & Process Excellence

  • Partners with Sales, Accounting, Professional Services, and Warehouse teams to ensure seamless client experience.
  • Monitor dashboard reports and proactively identify potential delays or challenges.
  • Contribute to the continuous improvement of workflows, processes, and reporting accuracy.
  • Support initiatives that enhance operational efficiency and client satisfaction.
  • Serve as a reliable point of contact for clients, vendors, and internal team members to resolve issues professionally and quickly.

Required Experience

Qualifications & Requirements

  • 1–2 years of experience in client service, order management, or a related role.
  • Associate or bachelor’s degree preferred.
  • Basic understanding of supply chain operations and workflow (e.g., sourcing, logistics, fulfillment).
  • Procurement knowledge or experience is a plus
  • Experience working with end users, distributors, and manufacturers in a customer support or operational coordination capacity is preferred.
  • Highly detail-oriented with a strong focus on accuracy in data entry and reporting.
  • Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
  • Demonstrated ability to work both independently and collaboratively in a team environment.
  • Excellent written and verbal communication skills with a professional and approachable demeanor.
  • Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint); Salesforce experience is strongly preferred.
  • Ability to build productive business relationships and foster teamwork across departments.
  • A self-starter with integrity, accountability, and a client-first mindset.

Travel Expectations

None

Certifications Required

None

Salary Range

$60,000.00 – $70,000.00

About SMG3Rx

Why Join Strategic Mobility Group (SMG3)

At SMG3, we believe our people are the key to our success. We don’t just deliver solutions—we build relationships, drive innovation, and create long-term value for our clients. Joining our team means contributing to a collaborative culture where your voice is heard, your growth is supported, and your impact is recognized.

Our Core Values at Work

At SMG3, we don’t just talk about values—we live them:

  • Customer Focus: We prioritize the needs of those we serve.
  • Service Excellence: We go above and beyond to deliver outstanding service.
  • Integrity: We do the right thing, even when no one is watching.
  • Accountability: We take ownership of our actions and outcomes.
  • Teamwork: We support each other and win together.
  • Communication & Clarity: We speak honestly, openly, and with purpose.
  • Continuous Improvement: We challenge ourselves to get better every day.
  • Operational Excellence: We strive for efficient, reliable, and high-quality execution in all we do.

 

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