Client Services Coordinator
Top Benefits
About the role
ABOUT UNIVERUS:
Univerus is a global software company that unites industry-leading solutions on a single, intuitive platform. Headquartered in Port Moody, British Columbia, we serve over 3,500 clients across eight countries. Our mission is to simplify complex operations by providing scalable, user-friendly technology that empowers organizations in local government, utilities, education, manufacturing, recruitment, sport and recreation, and more.
At Univerus, we believe in the power of connection – between people, technology, and communities. Our team is passionate about delivering innovative solutions that help our customers achieve meaningful outcomes while building a workplace where employees can grow, thrive, and make an impact.
Learn more at univerus.com.
ROLE OVERVIEW:
The Client Services Coordinator plays a key role in managing client relationships, overseeing onboarding, and ensuring smooth communication across multiple channels. This role is responsible for handling client inquiries, maintaining accurate CRM records, supporting training events, and contributing to sales and marketing efforts. By coordinating client interactions, streamlining processes, and ensuring timely follow-ups, this position helps enhance the overall client experience and optimize internal workflows.
- Hours: 40 hours per week
- Salary Range: $50,000 to $55,000 per year
- Location: Hybrid, based out of our Surrey, BC office
ORGANIZATIONAL RELATIONSHIP:
Primary Contact for: Clients regarding general support & training inquiries; software access requests; user account setup
Reports to: Manager of Sales & Client Success
Coordinates with:
- All Teams: To maintain CRM records, manage communication workflows, and support process improvements.
- Training Team: To schedule, facilitate, and document training sessions for clients.
- Production Team: To relay client setup requirements, software access needs, and data-related inquiries. To ensure timely resolution of client-reported technical issues.
- Sales & Marketing Team: To support client engagement, branding continuity, and promotional material distribution.
KEY RESPONSIBILITIES:
Client Care
- Client Relationships: Maintain client satisfaction by supporting their use of Baragar’s services, addressing training needs, software access, and client user changes.
- Client Communication & Feedback: Communicate client feedback, concerns, or praise to the appropriate teams and assist in issue resolution.
- Software Delivery Support: Manage expectations of deliverable timelines, prepare software notifications, and ensure proper administration of user accounts.
- Client Onboarding: Supporting the onboarding process for new clients.
General Communications
- Phone Management: Oversee phone processes, including primary call reception, follow-ups, and ensuring adequate coverage.
- Email and Support Platform Management: Facilitating email inbox structure, forwarding, categorizing messages, assigning support cases, and ensuring follow-ups with backup coverage as needed.
- CRM Management: Maintain client contacts, assist staff with reporting, and contribute to CRM improvements.
Training Support
- Planning Training Events: Organize training logistics, schedule sessions, secure venues, coordinate with trainers and clients, and manage invitations, registrations, and materials.
- Facilitating Training Events: Support virtual and in-person training sessions, assist clients during training, and ensure necessary accommodations like food, beverages, and software setup.
- Documenting & Tracking: Maintain training records, track sessions for future planning, and ensure user continuity.
Sales and Marketing Support
- Marketing Materials: Assist in preparing, shipping, and managing marketing materials and promotional items.
- Client Engagement: Support client interaction through social media, surveys, and check-ins.
- Communication Management: Develop and maintain email templates to ensure consistent client messaging and branding continuity across all communications.
KEY MEASUREMENTS:
- Client satisfaction.
- Training engagement.
- Communication effectiveness.
- Client outreach impact.
- Data accuracy in records management.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
- Strong interpersonal skills to support client needs and maintain positive relationships.
- Excellent verbal and written communication skills (English) for client interactions, internal coordination, and documentation.
- Proficiency in managing client information, tracking interactions, and maintaining accurate records.
- Organization and time management ability to coordinate multiple projects, re-prioritize tasks, and meet shifting deadlines.
- Ability to identify client challenges and facilitate solutions efficiently.
- Proficiency in MS Office Applications (Word, Excel, PowerPoint, Outlook) and MS Teams/Office 365/SharePoint
- Collaboration and teamwork ability to work cross-functionally with various teams and ensure alignment in client-related tasks.
EDUCATION AND EXPERIENCE:
- Post-secondary education and/or relevant experience in business administration, administrative support, communications, customer service, or project coordination.
- 2+ years of experience in client-facing or support role
- Proficiency in CRM software, Microsoft Office, MS Teams, and communication tools.
- Experience with social media and marketing materials is an asset.
WHAT WE OFFER:
- Health and Dental
- EFAP
- RRSP Matching
- Generous Paid Time Off
- Flexible Work Environment
- Education Reimbursement Program
Our Commitment to Diversity, Equity & Inclusion
Univerus is proud to be an equal opportunity employer. We are committed to creating an inclusive and respectful workplace where everyone feels valued, supported, and empowered to contribute fully. We welcome applications from candidates of all backgrounds, abilities, and experiences, including but not limited to Indigenous peoples, racialized persons, women, LGBTQ2S+ individuals, persons with disabilities, and veterans.
If you require accommodation at any stage of the recruitment process, please let us know. We are committed to working with you to ensure your needs are met.
How to Apply
Ready to join us? Please submit your resume and cover letter by following the application instructions outlined in this posting.
About Univerus
Built to empower. Intuitive, comprehensive, and lightweight, Unity software solutions unite and empower teams across the enterprise.
Easy to integrate. Unity by Univerus unites through an intuitive and consistent product experience. It's designed for users and integrates with ease.
Univerus- representing a family of innovative technology brands, including fieldGO, MAIS, C2Logix, Compliance Science, SmartGridCIS and Energy Hippo- is a Canadian company headquartered in Vancouver, British Columbia.
We proudly serve both customers and employees around the globe. Univerus was formed in 2019; however, our Product brands have been serving hundreds of customers for more than a decade.
We work hard to maintain a customer centric culture. Our entire organization is focused on helping our customers succeed. For customers, this translates into less time spent on planning and administrative tasks and more time spent making decisions and completing projects. This ultimately leads to our customers better serving their customers.
Univerus is committed to technology innovation. We stay current with emerging technologies, industry trends and best practices, incorporating them into our product vision. We view our products as business tools that solve the overarching business challenges faced by our customers.
Implementing a new product can be disruptive to any organization. We've worked hard to streamline our software implementation process to minimize impact on our customers' day-to-day operations and maximize value and efficiencies. We listen to our customers to acutely understand their challenges, then deliver a product that meets those needs. Along the way, we share experiences from our past projects ensure we deliver the best solution for your organization.
Client Services Coordinator
Top Benefits
About the role
ABOUT UNIVERUS:
Univerus is a global software company that unites industry-leading solutions on a single, intuitive platform. Headquartered in Port Moody, British Columbia, we serve over 3,500 clients across eight countries. Our mission is to simplify complex operations by providing scalable, user-friendly technology that empowers organizations in local government, utilities, education, manufacturing, recruitment, sport and recreation, and more.
At Univerus, we believe in the power of connection – between people, technology, and communities. Our team is passionate about delivering innovative solutions that help our customers achieve meaningful outcomes while building a workplace where employees can grow, thrive, and make an impact.
Learn more at univerus.com.
ROLE OVERVIEW:
The Client Services Coordinator plays a key role in managing client relationships, overseeing onboarding, and ensuring smooth communication across multiple channels. This role is responsible for handling client inquiries, maintaining accurate CRM records, supporting training events, and contributing to sales and marketing efforts. By coordinating client interactions, streamlining processes, and ensuring timely follow-ups, this position helps enhance the overall client experience and optimize internal workflows.
- Hours: 40 hours per week
- Salary Range: $50,000 to $55,000 per year
- Location: Hybrid, based out of our Surrey, BC office
ORGANIZATIONAL RELATIONSHIP:
Primary Contact for: Clients regarding general support & training inquiries; software access requests; user account setup
Reports to: Manager of Sales & Client Success
Coordinates with:
- All Teams: To maintain CRM records, manage communication workflows, and support process improvements.
- Training Team: To schedule, facilitate, and document training sessions for clients.
- Production Team: To relay client setup requirements, software access needs, and data-related inquiries. To ensure timely resolution of client-reported technical issues.
- Sales & Marketing Team: To support client engagement, branding continuity, and promotional material distribution.
KEY RESPONSIBILITIES:
Client Care
- Client Relationships: Maintain client satisfaction by supporting their use of Baragar’s services, addressing training needs, software access, and client user changes.
- Client Communication & Feedback: Communicate client feedback, concerns, or praise to the appropriate teams and assist in issue resolution.
- Software Delivery Support: Manage expectations of deliverable timelines, prepare software notifications, and ensure proper administration of user accounts.
- Client Onboarding: Supporting the onboarding process for new clients.
General Communications
- Phone Management: Oversee phone processes, including primary call reception, follow-ups, and ensuring adequate coverage.
- Email and Support Platform Management: Facilitating email inbox structure, forwarding, categorizing messages, assigning support cases, and ensuring follow-ups with backup coverage as needed.
- CRM Management: Maintain client contacts, assist staff with reporting, and contribute to CRM improvements.
Training Support
- Planning Training Events: Organize training logistics, schedule sessions, secure venues, coordinate with trainers and clients, and manage invitations, registrations, and materials.
- Facilitating Training Events: Support virtual and in-person training sessions, assist clients during training, and ensure necessary accommodations like food, beverages, and software setup.
- Documenting & Tracking: Maintain training records, track sessions for future planning, and ensure user continuity.
Sales and Marketing Support
- Marketing Materials: Assist in preparing, shipping, and managing marketing materials and promotional items.
- Client Engagement: Support client interaction through social media, surveys, and check-ins.
- Communication Management: Develop and maintain email templates to ensure consistent client messaging and branding continuity across all communications.
KEY MEASUREMENTS:
- Client satisfaction.
- Training engagement.
- Communication effectiveness.
- Client outreach impact.
- Data accuracy in records management.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
- Strong interpersonal skills to support client needs and maintain positive relationships.
- Excellent verbal and written communication skills (English) for client interactions, internal coordination, and documentation.
- Proficiency in managing client information, tracking interactions, and maintaining accurate records.
- Organization and time management ability to coordinate multiple projects, re-prioritize tasks, and meet shifting deadlines.
- Ability to identify client challenges and facilitate solutions efficiently.
- Proficiency in MS Office Applications (Word, Excel, PowerPoint, Outlook) and MS Teams/Office 365/SharePoint
- Collaboration and teamwork ability to work cross-functionally with various teams and ensure alignment in client-related tasks.
EDUCATION AND EXPERIENCE:
- Post-secondary education and/or relevant experience in business administration, administrative support, communications, customer service, or project coordination.
- 2+ years of experience in client-facing or support role
- Proficiency in CRM software, Microsoft Office, MS Teams, and communication tools.
- Experience with social media and marketing materials is an asset.
WHAT WE OFFER:
- Health and Dental
- EFAP
- RRSP Matching
- Generous Paid Time Off
- Flexible Work Environment
- Education Reimbursement Program
Our Commitment to Diversity, Equity & Inclusion
Univerus is proud to be an equal opportunity employer. We are committed to creating an inclusive and respectful workplace where everyone feels valued, supported, and empowered to contribute fully. We welcome applications from candidates of all backgrounds, abilities, and experiences, including but not limited to Indigenous peoples, racialized persons, women, LGBTQ2S+ individuals, persons with disabilities, and veterans.
If you require accommodation at any stage of the recruitment process, please let us know. We are committed to working with you to ensure your needs are met.
How to Apply
Ready to join us? Please submit your resume and cover letter by following the application instructions outlined in this posting.
About Univerus
Built to empower. Intuitive, comprehensive, and lightweight, Unity software solutions unite and empower teams across the enterprise.
Easy to integrate. Unity by Univerus unites through an intuitive and consistent product experience. It's designed for users and integrates with ease.
Univerus- representing a family of innovative technology brands, including fieldGO, MAIS, C2Logix, Compliance Science, SmartGridCIS and Energy Hippo- is a Canadian company headquartered in Vancouver, British Columbia.
We proudly serve both customers and employees around the globe. Univerus was formed in 2019; however, our Product brands have been serving hundreds of customers for more than a decade.
We work hard to maintain a customer centric culture. Our entire organization is focused on helping our customers succeed. For customers, this translates into less time spent on planning and administrative tasks and more time spent making decisions and completing projects. This ultimately leads to our customers better serving their customers.
Univerus is committed to technology innovation. We stay current with emerging technologies, industry trends and best practices, incorporating them into our product vision. We view our products as business tools that solve the overarching business challenges faced by our customers.
Implementing a new product can be disruptive to any organization. We've worked hard to streamline our software implementation process to minimize impact on our customers' day-to-day operations and maximize value and efficiencies. We listen to our customers to acutely understand their challenges, then deliver a product that meets those needs. Along the way, we share experiences from our past projects ensure we deliver the best solution for your organization.