Operations Service Coordinator

Position Overview

Are you a detail-oriented, process-driven professional who thrives in a fast-paced technology environment? TRCG is seeking a motivated Operations Service Coordinator to serve as a key link in our internal operations workflow — supporting both our B2B and B2C client base. In this role, you will manage the end-to-end workflow for client quotes, process billing, and oversee the check-in and tracking of incoming inventory, ensuring every step is accurately documented and efficiently executed. If you are passionate about operational excellence and making a real impact behind the scenes of a growing retail technology company, we want to hear from you.

Key Responsibilities

● Serve as the primary point of contact alongside our receptionist, triaging incoming requests and directing them to the appropriate department or technician

● Manage the end-to-end workflow for hardware and software quote requests — from initial inquiry through quote generation and client delivery

● Coordinate with vendors, internal teams, and clients to collect the information needed to prepare accurate and competitive quotes

● Process client billing accurately and in a timely manner, ensuring all invoices align with completed work orders and approved quotes

● Track and manage the check-in of incoming inventory, verifying shipments against purchase orders and maintaining accurate stock records

● Maintain up-to-date records in the CRM and ticketing system for all quote activity, billing transactions, and inventory updates

● Follow up with clients by phone as needed to gather details, clarify requirements, or confirm information tied to open quotes

● Monitor open quote and billing workflows, escalating delays or discrepancies to the appropriate team lead

● Communicate professionally with clients regarding quote status, billing inquiries, and hardware or software availability

● Collaborate with the Sales and Technical Support teams to ensure quote accuracy and alignment with client needs

● Contribute to the accuracy and organization of operational records, supporting reporting and process improvement efforts

Required Qualifications

● 2+ years of experience in a service coordination, operations support, or customer service role — preferably within a technology, IT services, or B2B environment

● Exceptional organizational skills with the ability to manage multiple priorities and deadlines simultaneously in a dynamic setting

● Strong written and verbal communication skills; professional, polished, and client-facing demeanor at all times

● Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Google Workspace (Docs, Sheets, Drive), with comfort learning new software platforms

● Experience working with ConnectWise (ticketing) and HubSpot (CRM), or demonstrated ability to quickly learn similar platforms

● High attention to detail and a firm commitment to data accuracy and documentation quality

● Ability to work independently and collaboratively in a team-oriented, fast-paced environment

● Strong problem-solving skills and a proactive, solutions-first mindset when navigating client or operational challenges

● High school diploma or equivalent required; Associate’s or Bachelor’s degree in Business, Operations Management, or a related field preferred

Preferred Experience

● Familiarity with Point of Sale (POS) systems, retail technology, or IT hardware/software environments

● Experience coordinating field service or dispatch operations across multiple geographic regions

● Background in a managed services provider (MSP) or value-added reseller (VAR) environment

● Knowledge of NCR Counterpoint SQL or similar POS platforms

● Exposure to SLA management frameworks and client escalation workflows

● Prior experience in a client-facing operations role within a small-to-mid-size technology company

with room for career growth