Client Support Specialist - Newport Beach, CA

Job Description

Job Description

Are you Smart, Driven + Pretty Damn Cool?

Tangram is looking for extraordinary people to join our industry-leading team that keeps defining the future of interior environments. An inspirational and fun working working environment, an innovation-driven, fast-growing company, ambitious projects and an incredibly talented team are just a few reasons why you'll love it here.

Tangram Interiors : Join the Family

This job description in no way states or implies that these are the only duties to be performed by the incumbent.  The individual will be required to follow any other instructions and to perform any other duties requested by his / her supervisor.  Essential duties and responsibilities may include, but are not limited to the following :

• Order Processing
• Confirmation of receipt of PO or signed quote and deposit payment
• Entry of all processing codes, sales codes
• Interface with the Accounting
• Order / Project Status follow-up
• Status update orders with vendors
• Coordination with client, PM, scheduling and sales depending on size of transaction
• Interface with Accounting for vendor and client billing issues
• Quote / Bid Prep (Sales also does when appropriate)
• Product Sourcing – searching for sources for uncommon items that are specified by a customer or design firm (frequently leads to online source)
• Product specification for ancillary with defined parameters (mfg / product line / basic product options)
• Hedberg data entry of items and pricing
• Confirming / Securing pricing from manufacturers and reps.
• Discount negotiation in conjunction with salesperson.
• Participate in the growth of Customer Service by participating in all Sales and product knowledge training available.
• Develop and maintain a productive business relationship with both the Internal and External customer resulting in a clear definition and understanding of their service requirements and expectations.
• Investigate all internal and external customer complaints and follow through until all expectations have been met or exceeded.
• Clearly communicate during pre-order, and post order phases to sales, project management and the customer all order changes, status, delivery information and pricing changes.
• Order specification and re-source of freestanding case good product as requested. (reference “Product Resource and Pricing Guidelines” document).
• Maintain accuracy of pricing on all Steelcase Contract quotes and orders, obtain pricing confirmation from all non-Steelcase vendors. (reference “Product Resource and Pricing Guidelines” document).
• Routinely review and update the Internal Status Report.  Manage the Order Fulfillment process and the billing cycle insuring that it occurs on a timely basis.
• Assist sales with new customer set up, credit applications, and obtaining customer deposits.
• Respond to all inquiries in a prompt, professional, and courteous manner between internal working associates, manufacturers, and customers.
• Research and provide information and documentation as required to resolve delinquent Accounts Receivable customer invoice discrepancies.
• Research and provide information and documentation as required to resolve Vendor Acknowledgment and Vendor Invoice pricing discrepancies.
• Research, resolve and provide information and documentation as required to resolve Exceptions and Punch lists.
• Attend, participate, and support of all departmental and company meetings as requested by management.
• Provide support to internal / external customers and the field sales organization.
• Control and coordinate daily business with respect to sales orders with new and established customers.
• Engage in activities that support the corporate customer focus and assist in accomplishing the sales goals of the organization.
• Perform quote / order, edit, entry and change, in a thorough, timely, and consistent manner.
• Avoid errors proactively by drawing all information required from your field sales representative prior to order placement.
• Clearly communicate during pre-order, order, and post order phases to field sales and the customer :
• Order pricing, service and product changes
• Order status
• Delivery information
• Coordinate with installation, project management, manufacturers, freight carriers, and customers, the delivery of materials to the job site on time and error free.
• Complete all information, documentation and status updates required to resolve Exceptions and Punch lists through to completion.
• Investigate all customer complaints, follow up until all expectations have been met or exceeded.
• Provide information and documentation as required for collection of delinquent Accounts Receivable and Accounts Payable vendor invoice discrepancies.
• Cultivate the Tangram image by building reliability, credibility and integrity within the distribution channels and internal operating units.  Create a real sense of urgency, providing viable and complete solutions.
• Provide input and suggestions, which improve services to the customer and provide Tangram with a sustainable competitive advantage and improve company productivity.
• Develop and maintain professional and productive business relationships with your internal and external customers that result in a clear definition and understanding of their service requirements and expectations.

Tangram Interiors is an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS / HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.