What are the responsibilities and job description for the Client Services Coordinator position at Makios Technology?
Makios Technology is looking for a detail-driven Client Services Coordinator who thrives on accuracy, communication, and coordination. If you take pride in checking your work, love solving puzzles, and can work comfortably with different departments, this could be your next great opportunity.
If you're someone who values precision, owns their work, and enjoys sharing ideas to help make processes smoother, not messier, we want to hear from you!
Job Summary
This position serves as a central point of contact for clients, vendors, and internal teams. The main responsibility will be managing the quote lifecycle and ensuring accuracy in every step—from gathering requirements to delivering polished, trustworthy quotes.
CSC will follow up on orders, ensure client satisfaction post-sale, and help us maintain strong relationships with vendors, as well as coordinate across departments to keep quoting fast, frictionless, and reliable.
What You’ll Actually Do:
- Coordinate with clients and vendors on quote and order status
- Document all activities and communications in our CRM
- Report weekly on opportunity status and quote metrics
- Follow-up with clients regarding open quotes and approvals
- Create accurate, timely quotes for structured cabling, hardware, renewals, and projects
- Gather input from Technical Services for labor estimates, details, and lead times
- Stay up to date on vendor pricing, bundles, SKUs, and lead times
- Send quotes and documents using our electronic signature tool
- Suggest appropriate solutions that align with client needs and budgets
- Follow up on leads and referrals from sales and marketing activity
- Communicate changes to delivery schedules promptly and professionally
- Generate thank-you notes and client satisfaction follow-ups post-sale
- Track and manage the full quote lifecycle through approval and handoff
- Build strong, effective relationships with clients, vendors, and team members
- Help prepare reports and close-out documentation
- Seek opportunities to enhance client satisfaction and engagement
Qualifications and Required Skills
- High school diploma or GED required
- Minimum 2 years of experience in client services, sales coordination, or similar roles
- Experience in an MSP, VAR, or IT reseller environment is a huge plus
- Proficiency with Microsoft Office (especially Excel), CRMs, and quoting tools
- Familiarity with tools like Autotask, vendor quoting systems, and tech products
- Excellent communication and interpersonal skills
- Strong math, data entry, and organizational abilities
- Able to work independently and manage competing priorities
- Positive attitude, client-focused, and self-motivated
- Capable of juggling multiple quotes, follow-ups, and tasks without dropping the ball
Who Thrives in This Role:
- You are not afraid of accountability.
- You are detail-obsessed and organized.
- You’re a strong communicator (Email, chat, calls, follow-ups)
- You stay calm and adaptable.
- You’re productive.
What Success Looks Like:
- Quotes go out quickly and accurately
- Clients trust what you send
- Sales and tech teams know they can count on you
- You make things smoother, not messier
Company Benefits and Perks
- Health Insurance & HSA
- 401(k) with employer contributions
- Generous time-off policy
- Snacks and coffee bar
- Company-sponsored activities and events
- Clear career path and internal growth opportunities
Disclaimer
Please note that this job description outlines the primary responsibilities and duties expected in this role. However, it is not exhaustive and may be subject to changes, additions, or reassignment of duties not specifically listed, as needed by the organization to meet evolving business needs, industry standards, or project requirements. Flexibility and adaptability to accommodate such changes are integral aspects of this position. Employment with Makios is at-will and may be terminated by either party at any time, with or without cause or notice, subject to applicable law.
Makios is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.