Untangled, LLC
Join to apply for the
Client Relations & CRM Coordinator
role at
Untangled, LLC 3 days ago Be among the first 25 applicants Join to apply for the
Client Relations & CRM Coordinator
role at
Untangled, LLC Job Description
Untangled is seeking a warm, organized, and tech-savvy Job Description
Untangled is seeking a warm, organized, and tech-savvy
Client Relations & CRM Coordinator
to join our growing team. This hybrid role blends client support, CRM and ticket management, and service coordination to ensure an exceptional experience for both our clients and internal teams.
The ideal candidate is a “people person” with excellent communication skills, a proactive attitude, and a keen eye for detail. You thrive on building relationships, keeping things running smoothly behind the scenes, and you're comfortable navigating CRM systems and light technical challenges (no IT skills required, just a good head for how things work!).
This role is central to managing our client relationships, supporting service delivery, and ensuring timely communication across all stakeholders, including our Service Technicians, Project Managers, and Accounting Team.
Key Responsibilities
CRM & Ticket Management:
Handle inbound service requests through our CRM and ticket management system. Track, update, and maintain accurate records of service tickets from intake to resolution. Monitor CRM activity and follow up on pending client feedback and service issues. Ensure client information and communication logs are consistently updated in the CRM.
Client Liaison & Communication
Serve as the primary point of contact for client inquiries related to services or follow-ups. Maintain warm, conversational, and professional communication with clients via phone and email. Follow up on service experiences to request feedback and maintain long-term client satisfaction. Proactively escalate delays or technical issues to the relevant team members.
Scheduling & Coordination
Schedule service technicians using our CRM system, ensuring clarity of location, scope, and task. Coordinate internal calendars for service and project work, updating as changes arise. Support Project Managers by helping schedule Projects, documenting decisions, and tracking progress in the CRM.
Administrative & Operational Support
Assist in creating and maintaining internal documentation and Standard Operating Procedures. Support CRM data accuracy with naming conventions, hardware checklists, and task statuses. Attend team meetings and document action items. Provide deskside troubleshooting support when needed; think "quick fix" not "IT helpdesk." Help maintain shared tools like Microsoft Teams, Excel, Outlook, OVRC, and Projects 360.
Preferred Skills & Attributes
Familiarity with CRM or ticket management systems (e.g., Projects 360 or similar). Strong organizational and multitasking skills. Friendly, client-first communication style. Comfortable with technology; able to spot and flag potential technical issues. Detail-oriented with strong follow-through. Social media or marketing experience is a plus.
Bonus Points For
Experience in service coordination or administrative support roles. Exposure to tools such as Projects 360, OVRC, or Microsoft 365 suite. An interest in digital marketing or social media engagement.
Why Join Us?
At Untangled, we value meaningful relationships—with our clients and within our team. You’ll be part of a collaborative and supportive work environment where your voice matters, and your role directly impacts client satisfaction and operational success. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Marketing and Sales Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Untangled, LLC by 2x Get notified about new Customer Relationship Management Coordinator jobs in
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Client Relations & CRM Coordinator
role at
Untangled, LLC 3 days ago Be among the first 25 applicants Join to apply for the
Client Relations & CRM Coordinator
role at
Untangled, LLC Job Description
Untangled is seeking a warm, organized, and tech-savvy Job Description
Untangled is seeking a warm, organized, and tech-savvy
Client Relations & CRM Coordinator
to join our growing team. This hybrid role blends client support, CRM and ticket management, and service coordination to ensure an exceptional experience for both our clients and internal teams.
The ideal candidate is a “people person” with excellent communication skills, a proactive attitude, and a keen eye for detail. You thrive on building relationships, keeping things running smoothly behind the scenes, and you're comfortable navigating CRM systems and light technical challenges (no IT skills required, just a good head for how things work!).
This role is central to managing our client relationships, supporting service delivery, and ensuring timely communication across all stakeholders, including our Service Technicians, Project Managers, and Accounting Team.
Key Responsibilities
CRM & Ticket Management:
Handle inbound service requests through our CRM and ticket management system. Track, update, and maintain accurate records of service tickets from intake to resolution. Monitor CRM activity and follow up on pending client feedback and service issues. Ensure client information and communication logs are consistently updated in the CRM.
Client Liaison & Communication
Serve as the primary point of contact for client inquiries related to services or follow-ups. Maintain warm, conversational, and professional communication with clients via phone and email. Follow up on service experiences to request feedback and maintain long-term client satisfaction. Proactively escalate delays or technical issues to the relevant team members.
Scheduling & Coordination
Schedule service technicians using our CRM system, ensuring clarity of location, scope, and task. Coordinate internal calendars for service and project work, updating as changes arise. Support Project Managers by helping schedule Projects, documenting decisions, and tracking progress in the CRM.
Administrative & Operational Support
Assist in creating and maintaining internal documentation and Standard Operating Procedures. Support CRM data accuracy with naming conventions, hardware checklists, and task statuses. Attend team meetings and document action items. Provide deskside troubleshooting support when needed; think "quick fix" not "IT helpdesk." Help maintain shared tools like Microsoft Teams, Excel, Outlook, OVRC, and Projects 360.
Preferred Skills & Attributes
Familiarity with CRM or ticket management systems (e.g., Projects 360 or similar). Strong organizational and multitasking skills. Friendly, client-first communication style. Comfortable with technology; able to spot and flag potential technical issues. Detail-oriented with strong follow-through. Social media or marketing experience is a plus.
Bonus Points For
Experience in service coordination or administrative support roles. Exposure to tools such as Projects 360, OVRC, or Microsoft 365 suite. An interest in digital marketing or social media engagement.
Why Join Us?
At Untangled, we value meaningful relationships—with our clients and within our team. You’ll be part of a collaborative and supportive work environment where your voice matters, and your role directly impacts client satisfaction and operational success. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Marketing and Sales Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Untangled, LLC by 2x Get notified about new Customer Relationship Management Coordinator jobs in
Wilton, CT . Norwalk, CT $75,400.00-$125,600.00 6 days ago GMA Omnichannel Content Strategy (Remote)
Event Executive, Experiences (Luxury Automotive Client) (Fixed-Term)
Omni Channel Merchandising and Marketing Coordinator
Purchase, NY $45,000.00-$55,000.00 5 months ago Norwalk, CT $57,864.47-$77,152.63 4 days ago Shelton, CT $75,000.00-$80,000.00 5 days ago Product Operations Specialist - Advanced Analytics Go to Market-R-248927
Stamford, CT $75,000.00-$80,000.00 6 days ago Greenwich, CT $150,000.00-$175,000.00 6 days ago Technology Field Marketing Professional for DATA & AI
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr