Business Account Coordinator
Minnesota Jobs, Red Wing, MN, United States
Business Account Coordinator
We are seeking a Business Account Coordinator to join our Customer Experience team. The ideal candidate will have strong experience in Salesforce case management, professional email communication, and basic Excel and a proven ability to manage account requests, ensure invoice accuracy, and maintain timely documentation. Responsibilities: Create and manage Salesforce cases, send emails, and document actions taken. Prepare and send professional communications through Outlook to accounts and sales representatives. Build and update basic Excel spreadsheets to track activities and data. Check and send invoices, validate accuracy, and update system details. Respond to account and sales requests in a timely manner and escalate issues when necessary. Required Skills & Qualifications: Proficiency with Salesforce or similar CRM for case creation and documentation. Outlook proficiency and ability to compose clear, professional emails. Basic Excel skills including data entry and simple functions. Detail orientation, accurate typing, and effective time management. Strong verbal and written communication abilities. Preferred Skills: Customer service experience. Finance or invoicing background. Schedule & Interview Process: 40 hours per week, Monday to Friday, 8:00 a.m. to 4:30 p.m. One 30-minute video interview via Microsoft Teams with the hiring manager and next-level manager. Why BCforward? At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to: Competitive compensation and benefits Opportunities for growth with global clients A supportive, inclusive culture that values innovation and people Exposure to cutting-edge technologies and projects About Our Commitment: BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.
We are seeking a Business Account Coordinator to join our Customer Experience team. The ideal candidate will have strong experience in Salesforce case management, professional email communication, and basic Excel and a proven ability to manage account requests, ensure invoice accuracy, and maintain timely documentation. Responsibilities: Create and manage Salesforce cases, send emails, and document actions taken. Prepare and send professional communications through Outlook to accounts and sales representatives. Build and update basic Excel spreadsheets to track activities and data. Check and send invoices, validate accuracy, and update system details. Respond to account and sales requests in a timely manner and escalate issues when necessary. Required Skills & Qualifications: Proficiency with Salesforce or similar CRM for case creation and documentation. Outlook proficiency and ability to compose clear, professional emails. Basic Excel skills including data entry and simple functions. Detail orientation, accurate typing, and effective time management. Strong verbal and written communication abilities. Preferred Skills: Customer service experience. Finance or invoicing background. Schedule & Interview Process: 40 hours per week, Monday to Friday, 8:00 a.m. to 4:30 p.m. One 30-minute video interview via Microsoft Teams with the hiring manager and next-level manager. Why BCforward? At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to: Competitive compensation and benefits Opportunities for growth with global clients A supportive, inclusive culture that values innovation and people Exposure to cutting-edge technologies and projects About Our Commitment: BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.