Business Account Coordinator - Remote Eligible

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.

Job Requirements:

The Business Account Coordinator role is ideal for candidates with a background in customer support, administrative operations, or sales support who enjoy working in a structured, detail-oriented environment. This position requires strong system navigation skills, professional communication, and the ability to manage multiple priorities efficiently.

Core Skill Requirements:

• Hands-on experience with CRM platforms (preferably Salesforce) for managing customer cases, tracking requests, and maintaining accurate records
• Strong email communication skills with a focus on clarity, professionalism, and responsiveness
• Basic to intermediate Microsoft Excel skills for maintaining trackers, entering data, and supporting reporting activities
• Ability to review and validate invoices, ensuring accuracy and completeness before processing

Experience Requirements:

• 1-3 years of experience in customer service, account coordination, administrative support, or related roles
• Experience working in environments that require high attention to detail and documentation accuracy
• Exposure to handling multiple requests, deadlines, and priorities in a structured workflow

Key Competencies:

• Detail-oriented with a strong focus on accuracy and quality
• Effective time management and prioritization skills
• Strong collaboration skills to work with sales teams and internal stakeholders
• Proactive approach to identifying issues and escalating when necessary

Additional Attributes:

• Customer-focused mindset with a commitment to delivering a positive experience
• Comfortable learning and using new systems and tools
• Reliable, consistent, and accountable in meeting daily responsibilities

This role is well-suited for candidates looking to grow within customer operations, account management, or business support functions while gaining experience in CRM systems and cross-functional coordination.