Growing family-owned technology company seeking a detail-oriented and proactive Client Coordinator to join our team. The ideal candidate will have IT knowledge, excellent organizational skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

Key Responsibilities:

• Generate accurate and timely quotes for clients using ConnectWise software.
• Prepare and process invoices in a timely fashion, ensuring accuracy and compliance with company policies.
• Communicate with clients regarding quotes, invoices, and any billing-related inquiries.
• Maintain and update client information and billing records in ConnectWise.
• Generate and analyze billing reports to ensure accuracy and identify any discrepancies.
• Assist with other administrative tasks as needed, including scheduling, tracking project timelines, documentation, and customer service.

Qualifications:

• Minimum of 2 years of experience in an administrative role, preferably in the IT services industry.
• Proficient in ConnectWise software and Microsoft Office Suite (Word, Excel, Outlook, etc.).
• Strong attention to detail and accuracy in data entry and financial transactions.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and prioritize effectively.
• Ability to work well in a team setting towards a shared goal.
• Strong problem-solving skills and the ability to work independently
• Experience with managed IT services or a similar industry preferred
• Familiarity with other billing and quoting software preferred

Health, dental, and vision insurance
Paid time off and holidays