Client Services Administrator

JC Davis Power

Client Services Administrator coordinating customer onboarding, insurance compliance, and account setup for JC Davis Power’s temporary jobsite services. Supporting outside sales and customer relationships.

Posted 8/4/2026full-timeElgin • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer onboarding processes, vendor application management, and insurance compliance documentation. Strong proficiency in Salesforce CRM and Microsoft Office Suite enhances organizational efficiency and customer relationship management.

Highest-signal resume keywords

Vendor Application ManagementCustomer Onboarding ProcessesSalesforce CRM ProficiencyInsurance Compliance DocumentationOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Vendor Application ManagementCustomer OnboardingInsurance ComplianceAccount CoordinationDocumentation Management

Soft Skills

Attention to DetailTime ManagementWritten CommunicationVerbal CommunicationCustomer Relationship Building

Tools & Technologies

Microsoft Office SuiteGoogle WorkspaceSalesforce CRMSlack

Industry Keywords

Certificates of InsuranceContract AdministrationAccounts PayableBilling SetupClient Services

About the role

Key responsibilities & impact

Complete and submit vendor applications for prospective and new customers
Coordinate with customers’ Accounts Payable departments to collect vendor setup documentation
Send welcome communications with W-9s, ACH payment instructions, onboarding documentation, and account information
Track onboarding progress and follow up for account activation
Obtain and distribute Certificates of Insurance for new projects
Coordinate waivers, endorsements, and other insurance documentation
Resolve insurance-related compliance concerns with customers
Maintain customer account documentation and records
Add new contacts to Salesforce during onboarding
Facilitate communication between customers, sales, and accounting
Support special projects and administrative initiatives
Respond to customer inquiries about onboarding, billing setup, insurance documentation, and account administration
Build positive customer relationships through timely and accurate support

Requirements

What you’ll need

5+ years of administrative, customer service, client services, account coordination, or related experience
Strong organizational and time-management skills
Exceptional attention to detail and accuracy
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite, Google Workspace, Salesforce CRM, and Slack
Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment
Preferred: experience with vendor and customer onboarding processes
Preferred: familiarity with Certificates of Insurance, insurance compliance, or contract administration
Preferred: experience supporting outside sales teams
Preferred: experience with CRM systems such as Salesforce

Benefits

Comp & perks

100% Company-paid medical coverage premiums for you and your family
Dental and vision options available
Company-paid life insurance with upgrade options available
401k with 4% matching
Flexible PTO
Safety-first mindset and people-first values
Depending on role, access to company vehicles, stipends, or mileage reimbursement