Customer Experience Coordinator

Job Overview We are seeking a highly motivated and detail-oriented Customer Experience Coordinator to join our dynamic team. In this role, you will be the key point of contact for our clients, ensuring exceptional service and fostering long-term relationships. The ideal candidate will possess strong project management skills, excellent communication abilities, and a passion for delivering outstanding customer experiences within a SaaS environment, particularly in financial services or marketing sectors.

Duties

Manage and enhance customer relationships through proactive communication and personalized support

Coordinate and oversee customer onboarding, training, and ongoing account management activities

Utilize CRM tools such as Salesforce to track interactions, analyze customer data, and identify opportunities for growth

Collaborate with sales, marketing, and product teams to align customer needs with company offerings

Conduct analysis of customer feedback and usage data to recommend improvements in service delivery

Support the development of customer success strategies that increase retention and satisfaction

Requirements

Proven experience in project management, customer relationship management, or account management within SaaS or financial services industries

Strong analysis skills with the ability to interpret data and generate actionable insights

Proficiency in Salesforce or similar CRM platforms

Excellent communication skills—both written and verbal—with the ability to engage effectively with diverse stakeholders

Familiarity with marketing strategies and tools used to enhance customer engagement

Customer service experience demonstrating a commitment to client satisfaction

Ability to manage multiple projects simultaneously while maintaining attention to detail

Strong organizational skills coupled with a proactive approach to problem-solving

What you'll do

Accurately perform Workday transactions, including hires, promotions, transfers, and updates to effective dates, ensuring compliance with established procedures and weekly payroll deadlines.

Review, triage, and resolve first-level Workday cases, supporting timely and accurate case management.

Collaborate with managers and employees to resolve discrepancies between Workday data and supporting documentation (e.g., termination dates, hours entered).

Maintain data integrity within Workday, ensuring accuracy of key fields such as FTE, employee type, and organizational segments.

Identify and resolve duplicate employee records, determining appropriate actions such as rescind, retain, or data consolidation.

Create and maintain Supervisory Organizations and assign appropriate security roles.

Configure delegation access for store and corporate employees in accordance with business requirements.

Ensure all HR data is handled with the highest level of accuracy, accountability, confidentiality, and compliance with privacy standards.

Support testing of HR processes and system enhancements in partnership with Analysts and leadership.

Identify opportunities for process improvements and provide recommendations to enhance employee and manager experience, including highlighting root causes of issues.

Maintain SIN and work permit data audits to ensure compliance with company policies and regulatory requirements.

Participate in and support the resolution of various data audits across the team to ensure data accuracy and compliance.

Manage and support Service Connection processes, ensuring timely handling and resolution of requests.

We know wellness is supported with work-life balance. In an inclusive culture committed to support your passion for continuous learning, growth and innovation, we offer:

Attractive comprehensive compensation packages and benefits

Valuable development opportunities

Membership in a world class defined benefit pension plan

Salary

The aim of this role is to support existing departments in all day to day, month-end and year-end tasks with a view to taking on more responsibility as your skill set develops. This is a great opportunity to develop supply chain management skills and bookkeeping, as well as a rewarding career.

Pay: $20.00-$36.00 per hour

Work Location: In person