Customer Relations Coordinator

The Customer Resource Coordinator (CRC) is a multifaceted role responsible for delivering exceptional customer service, administrative support, and operational coordination within the region. Reporting directly to the Project Manager, the CRC serves as a key liaison between customers, field personnel, and internal departments to ensure the efficient execution of projects and business operations.
The position also maintains a functional reporting relationship with the Operations Manager, North America, for travel coordination, administrative functions, and financial reporting activities. The CRC plays a critical role in supporting field operations, maintaining business systems, ensuring financial accuracy, and driving process improvements across the region.

Requirements

• Project Coordination and Administration
• Financial and Business Systems Management
• Organizational and Time Management Skills
• Attention to Detail and Accuracy
• Effective Written and Verbal Communication
• Process Improvement and Operational Efficiency
• Collaboration and Teamwork
• Problem Solving and Critical Thinking

The Customer Resource Coordinator (CRC) is a multifaceted role responsible for delivering exceptional customer service, administrative support, and operational coordination within the region. Reporting directly to the Project Manager, the CRC serves as a key liaison between customers, field personnel, and internal departments to ensure the efficient execution of projects and business operations.
The position also maintains a functional reporting relationship with the Operations Manager, North America, for travel coordination, administrative functions, and financial reporting activities. The CRC plays a critical role in supporting field operations, maintaining business systems, ensuring financial accuracy, and driving process improvements across the region.

Requirements

• Customer Service Excellence
• Project Coordination and Administration
• Financial and Business Systems Management
• Organizational and Time Management Skills
• Attention to Detail and Accuracy
• Effective Written and Verbal Communication
• Process Improvement and Operational Efficiency
• Collaboration and Teamwork
• Problem Solving and Critical Thinking

Microsoft Office Suite and ERP Systems (Dynamics 365 preferred)

Responsibilities

Operational & Customer Support

• Prepare and distribute work order documentation and project files for field staff in support of project execution.
• Review and verify project documentation submitted by field personnel to ensure completeness and compliance before filing.
• Support the Project Manager in customer communications, including handling incoming inquiries and directing them to the appropriate personnel.
• Coordinate the procurement of office supplies, equipment, and operational resources for the regional office.
• Maintain the Field Service Schedule Board, ensuring accurate resource allocation and scheduling.
• Process and coordinate reciprocity requests for local and regional project sites.
• Arrange and administer site‑specific safety training and certification requirements.
• Manage administrative systems, project tracking tools, and operational databases.
• Provide clerical and administrative support to technical and field service personnel.
• Identify, implement, and manage process improvements that enhance operational efficiency and effectiveness.

Financial Systems Support Project & Work Order Management

• Obtain and maintain customer Purchase Orders (POs) covering all project work and revise PO values as project scope changes.
• Maintain Dynamics 365 (D365) Field Service Work Orders, ensuring records are updated daily and accurately reflect project status from scheduling through completion and posting.

Invoicing & Revenue Processing

• Accurately code…