Client Support Specialist I

Location: Oakland, CA (hybrid on-site 3 days a week)

Hours: Day shift 

A Client Support Specialist I works with the Sales and PM Team by participating in various aspects of post-sales functions.  Integral participation in customer experience with the Sales team by aiding in the overall direction of day-to-day operations, problem-solving, and decision-making necessary to make projects successful. A Client Support Specialist I gains basic knowledge to complete post-order tasks while learning our internal processing systems.  

Responsibilities: 

• Work closely with the Client Experience Manager to provide excellent customer service throughout the full scope of work, including diverse and difficult clients. 
• Assume a proactive role by utilizing internal resources to service the client. 
• Acquire skills to cope with ambiguity when faced with unexpected problems and deadlines, in addition to numerous interruptions.  
• Ensure the accuracy of sales orders by reviewing and verifying vendor acknowledgments, and verifying cost, and delivery dates.  
• Maintain organized files and status reports from the beginning to the close out of a project.  
• Inform internal team and external clients of order status by preparing necessary tracking reports and communicating updates on a regular basis. 
• Coordinate receipt, delivery, and installation of products and services. 
• Manages weekly billing reports and internal status reports. 
• Owns post-order changes to include but not limited to; vendor PO changes and updates in Hedberg. 
• Works closely with vendors to ensure installation dates are met. Includes additional correspondence when expediting is needed and ensures deposit payments. 
• Attend OWP meetings and training sessions; participate in team and other company meetings and events to promote team effectiveness and synergy. 
• Research and investigate issues as needed, such as pricing discrepancies and open issues. Must be able to gather and present to the team all info and provide resolution options. 
• Learn our internal order processing system, Hedberg, in addition to Steelcase Village, Coding, PID’s Directory, etc. 
• Illustrate basic knowledge using our ordering system and tools to find information needed to status, update, and closeout orders.  

•  Participating in industry events to keep product/services knowledge current. 

Qualifications: 

Education/Experience 

Associate Arts degree (A.A.) or equivalent from a two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience 

Knowledge/Skills/Abilities 

• Excellent client service skills; professional oral and written communication skills; strong organizational and time management skills; strong attention to detail/accuracy; self-motivation; resourcefulness; ability to function in a team environment; positive and professional attitude. 
• Must be assertive, flexible, and have a strong sense of urgency. Committed to supporting Sales Team goals. 
• The ability to work independently and prioritize tasks is essential. 
• Must be able to effectively solve problems and make decisions in the best interest of One Workplace and the client. Maintain professionalism under pressure. 
• Knowledge of Microsoft Office systems with the ability to learn an internal system. 

If this sounds like the right opportunity for you, please apply with your resume today. We look forward to connecting with you!