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Customer Service & Outreach Coordinator

United States, Richmond · Job Posted March 05, 2026
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Job Description

We are seeking a personable and detail-oriented Customer Service & Outreach Coordinator to support member engagement and quality control efforts. This role is ideal for someone who enjoys building relationships, communicating proactively, and working independently in a highly visible position within a small, collaborative organization.

Job Responsibility

  • Conduct scripted outreach calls to active members for engagement and quality control purposes
  • Draft and send professional follow-up emails summarizing conversations and outlining next steps
  • Ensure members understand the full value and benefits of their membership
  • Identify potential upsell or upgrade opportunities and communicate them appropriately
  • Gather quality control feedback and identify operational updates (e.g., plant openings/closures, business expansions)
  • Document all interactions accurately within CRM systems
  • Maintain organized records and track outreach metrics
  • Collaborate with leadership and cross-functional team members in a highly visible role
  • Support additional data management or business development initiatives as the role evolves

Requirements

  • Proficiency in Microsoft Office Suite, particularly Excel
  • Experience using at least one CRM platform (e.g., Salesforce, HubSpot, or similar)
  • Ability to accurately document and manage member data
  • Prior customer service, account management, or outreach experience preferred
  • Comfortable following scripts while maintaining authenticity in conversation
  • Detail-oriented with strong follow-up skills
  • Professional demeanor and polished presentation style
  • Ability to thrive in a small-company environment where visibility and accountability are high

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

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