Client Experience & Finance Coordinator

At Swag It, we do more than put logos on products. We help businesses make every impression count. Since 2016, we have been the go-to source for promotional products, branded apparel, and company store solutions for teams, companies, and organizations across the country. From trade show giveaways to corporate gift programs, we turn ideas into branded experiences that captivate, connect, and inspire.

We are a team of creative problem-solvers who care deeply about our clients and each other. If you are a people-first professional with a knack for building relationships, translating client needs into tangible solutions, and keeping the financial engine running smoothly, we want to hear from you.

THE OPPORTUNITY

We are looking for a Client Experience and Finance Coordinator who thrives at the intersection of customer service and financial operations. This is a dual-function role: you are the first voice clients hear when they call, the creative consultant who helps them find the right swag, and the detail-oriented professional who keeps invoices moving and accounts in order.

This role is not for someone who wants to do one thing all day. It is for someone who loves variety, takes ownership, and genuinely enjoys making clients feel like the only client in the room.

QUICK FACTS

Department:

Client Services & Finance

Reports To:

Brandon Rost, CEO

Employment Type:

Full-Time, In-Office

Location:

Plymouth Meeting, PA

Start Date:

Immediate

WHAT YOU WILL DO

Customer Service & Client Experience

•   Serve as the primary point of contact for inbound client inquiries via phone, email, and in-person

•   Intake new orders, gather project details, and set clear expectations on timelines and deliverables

•   Prepare accurate, compelling quotes that translate client goals into promotional product solutions

•   Provide expert product guidance: you will learn our catalog inside and out and become a trusted resource for clients navigating their options

•   Handle client concerns professionally and proactively, turning challenges into opportunities to build loyalty

•   Document all client interactions, order details, and follow-ups in our CRM system, keeping records current and complete

•   Support the business development team with presentations, proposals, and materials for prospective clients

•   Build genuine, lasting client relationships that drive repeat business and referrals

Finance & Billing Operations

•   Send invoices to clients promptly and accurately upon order confirmation and delivery milestones

•   Manage accounts receivable: track outstanding balances, follow up on overdue payments, and reconcile accounts

•   Process incoming payments and post transactions to the appropriate accounts

•   Support accounts payable functions including bill entry, vendor invoice verification, and payment preparation

•   Provide day-to-day financial administrative support to the finance team

•   Maintain organized, accurate financial records that hold up to scrutiny

WHAT THIS ROLE IS NOT

To set you up for success from day one, here is what falls outside this role:

•   Operations or production management

•   Vendor sourcing, negotiation, or relationship management

•   Decoration, fulfillment, or warehouse functions

If you love working directly with people, managing the financial side of those relationships, and solving creative problems, this role was built for you.

QUALIFICATIONS

Required Experience and Skills

•   2 years of experience in a customer service, sales support, or account coordination role

•   Experience with basic accounting or billing functions (invoicing, AR/AP, payment processing)

•   Proficiency in Microsoft Office Suite, particularly Excel and Outlook

•   Familiarity with CRM platforms and/or order management systems

•   Strong written and verbal communication skills

•   Demonstrated ability to juggle multiple priorities without dropping the ball on the details

Nice to Have

•   Experience in promotional products, branded merchandise, print, or a related industry

•   Exposure to QuickBooks or similar accounting software

•   Background in B2B customer-facing roles

WHO YOU ARE

Skills get you in the door. Personality is what makes you the right fit.

•   A team player first and foremost. This is a must. You lift others, share information freely, and never operate like a solo act.

•   A communicator. You listen actively, speak clearly, and write with purpose. Clients feel heard when they talk to you.

•   A creative problem-solver. You do not just take orders, you think about what the client is really trying to accomplish and help them get there.

•   Detail-obsessed. Quotes, invoices, and client records are your domain, and you treat accuracy as non-negotiable.

•   A go-getter. You do not wait to be told what to do next. You see what needs to happen and make it happen.

•   Client-first. You measure success by how the client feels at the end of every interaction, not just whether the order got placed.

•   Professional and personable. You can hold a polished conversation with a C-suite executive and a casual one with a first-time buyer, and you read the room effortlessly.

•   Business-minded. You understand that great client experiences and clean financials are two sides of the same coin.

WHAT WE OFFER

•   Salary range of $60,000 to $70,000 annually, based on experience

•   Health benefits package

•   Paid time off and company holidays

•   A collaborative, energetic team environment where your contributions are seen and valued

•   The chance to work at the intersection of creativity, client service, and business operations in a growing company

•   Employee swag. Obviously.