Customer Coordinator - Accounting

Position Summary

Essential Functions and Responsibilities

• Own the end-to-end process of managing company data across all customer portals, including:
• • Tracking certificate of insurance expiration dates to ensure documentation remains current and compliant with company standards.
  • Reviewing safety compliance requirements with Human Resources as requested by customers.
  • Verifying business registration information in BSM platforms to ensure accurate classification and compliance with customer and regulatory requirements.
  • Maintaining and auditing bank information for accuracy.
  • Collecting and uploading W9 forms to support tax and payment setup.
• Serve as the liaison between departments (Sales, Operations, Finance, Legal, etc.) actively collaborating to gather necessary information, documentation, and data required to maintain accurate and compliant records.
• Monitor portals for updates, notifications, and compliance requests to ensure timely action and completion of required tasks.
• Manage user accounts to centralize access and simplify login processes and permissions.
• Establish and maintain a unified login system to facilitate seamless access for all users.
• Supporting customer onboarding by coordinating portal setup, documentation and access to ensure a smooth transition and positive client experience.
• Track, prioritize, and manage multiple portal tasks simultaneously.
• Develop and maintain a master calendar and tracking system for all portal-related activities, deadlines, and compliance tasks.
• Troubleshoot portal access or data-related issues and work with customer contacts or internal teams to resolve them promptly.
• Identify opportunities and implement measures to streamline and improve internal workflows and improve overall portal management efficiency.
• Prepare and distribute status reports to leadership and relevant stakeholders to provide visibility into portal activity and compliance.

Qualifications and Experience

• High School Diploma or GED; BS degree or additional business certifications preferred
• 2 years of experience in project coordination, customer service, operations, or data management with exposure to BSM (e.g., Ariba, Coupa, etc.).
• Proven organizational and time management skills with the ability to handle competing priorities and meet deadlines.
• Excellent written and verbal communication skills across internal and external audiences.
• High attention to detail and a strong commitment to data accuracy quality.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Ability to learn quickly and navigate various customer portal platforms.
• Strong critical thinking and problem-solving abilities.
• Collaborative mindset with the ability to build effective cross-functional relationships.

Preferred Qualifications:

• 4 years of experience in project coordination, customer service, operations, or data management with exposure to BSM (e.g., Ariba, Coupa, etc.).
• Experience working with large or complex customers that require portal compliance.
• Familiarity with CRM systems or ERP tools.
• Background in industries with heavy portal usage (e.g., manufacturing, distribution, healthcare, government contracting).
• Process improvement or project management experience.

Disclaimer

This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. The job description does not constitute an employment contract or guarantee of employment. The organization reserves the right to hire, fire, or discipline the employees at its discretion.

EEO Statement

Flex Technology Group provides equal employment opportunities to all employees and applicants for employment. The Company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics), pregnancy (including childbirth, lactation and related medical conditions), protected veteran status, uniformed servicemember status, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, benefits, leaves of absence, compensation and training.