Customer Process Coordinator

#### Customer Process Coordinator (CPC) / Merchandiser

Own the Process. Drive Execution. Deliver Results.

At The Workhorse Group, we operate at the center of product execution, partnering across teams to bring products from concept to customer with precision and speed.

We are seeking a Customer Process Coordinator (CPC) who will serve as the central owner of customer milestones and execution. This role is critical to ensuring that every step, from quote through delivery, is accurate, aligned, and completed on time.

If you are highly organized, detail\-driven, and thrive in a fast\-paced, cross\-functional environment, this role offers the opportunity to take full ownership of process, data, and delivery.

This is a non\-exempt remote position.

#### WHAT YOU’LL BE DOING

This role owns customer milestones, item setup, quote accuracy, order execution, and shipment visibility from quote through delivery. The CPC serves as the central point of coordination across Sales, Product Development, Packaging, Purchasing, Finance, and Operations to ensure deadlines are met and data is accurate.

Customer Milestone \& Process Ownership

• Own and manage all customer and internal milestones from quote through delivery
• Build and maintain milestone trackers to ensure visibility and accountability across all stages
• Serve as the process owner from initial quote through shipment and postdelivery reconciliation
• Validate readiness at each stage before progressing to the next phase
• Ensure all shared data is accurate, proofed, and aligned across teams
• Proactively identify risks to timelines or data accuracy and escalate with solutions

Customer Setup, Quotes \& Documentation

• Coordinate Certificates of Insurance with Finance as required
• Create and maintain customer profiles and documentation
• Prepare, issue, and validate customer quotes for accuracy and approvals
• Manage quote entry within customer portals and ensure alignment with internal data
• Coordinate communication with Sales and buyers to finalize quotes and address questions

Item Setup \& System Management

• Complete internal and customerfacing item setup with a focus on data integrity
• Ensure all system data aligns with approved quotes, packaging, and customer requirements
• Maintain and validate tracking logs and portal data
• Serve as the single source of truth across all systems and documentation

Commitment \& Purchase Order Management

• Initiate and manage customer commitments aligned with quotes and timelines
• Track and reconcile Purchase Orders (POs) against commitments
• Coordinate Vendor Purchase Orders (VPOs) with Purchasing
• Validate all order details prior to release to production
• Ensure milestone alignment before advancing orders

#### Production \& Packaging Oversight

• Partner with Packaging and Product Development to validate artwork and specifications
• Monitor production timelines and ensure alignment with customer expectations
• Confirm production readiness based on accurate, approved data
• Ensure inspection requirements are met and documented

Logistics, Shipment \& Post\-Delivery Support

• Track shipments through final delivery
• Validate shipping documentation for accuracy and compliance
• Maintain shipment visibility and proactively address risks
• Partner with Finance to resolve chargebacks using documented milestone history

What Makes You a Strong Fit

• Experience managing complex timelines and milestonedriven processes
• Strong attention to detail with a focus on data accuracy across systems
• Experience working with customer portals, item setup systems, and tracking tools
• Excellent communication and followup skills across internal teams and external partners
• Ability to identify risks early and drive solutions
• Highly organized with a processoriented mindset
• Comfortable working in a fastpaced, deadlinedriven environment

#### Professional Attributes

• Strong ownership mentality with accountability for outcomes
• Ability to balance multiple priorities while maintaining accuracy
• Effective communicator who keeps stakeholders informed and aligned
• Collaborative team player who works well across functions
• Adaptable and responsive to changing priorities and customer needs

#### WHY THE WORKHORSE GROUP

The Workhorse Group supports complex product and retail programs by ensuring seamless execution across teams, systems, and global partners.

• Opportunity to own and drive endtoend execution across the product lifecycle
• High visibility role working across Sales, Product, Finance, and Operations
• Exposure to customerfacing processes and largescale retail programs
• A collaborative, fastpaced environment with strong leadership support
• A culture that values inclusion, diversity, and respect

The Workhorse Group is proud to be an LGBTQ\+ friendly company, committed to fostering an inclusive workplace where all employees are supported and empowered to succeed.

#### WORK ENVIRONMENT \& REQUIREMENTS

• Remote employees must have a reliable internet connection and a professional workspace
• Prolonged sitting and computer work
• Heavy system and data management across multiple platforms
• Fastpaced, deadlinedriven environment requiring strong focus and organization
• Visual requirements include close, distance, and color vision

#### READY TO APPLY

If you are someone who thrives on organization, accuracy, and owning the process from start to finish, we encourage you to apply and be part of a team that keeps everything moving forward.

#### COMPENSATION

The Workhorse Group offers a competitive compensation package, with salary determined based on experience, qualifications, and work location. For roles performed in jurisdictions requiring pay transparency, the anticipated base salary range for this position is between $60,000 and $70,000\.

#### About Workhorse Shared Services

Workhorse Shared Services is proud to provide full\-service design and product concepts for more than 30 retailers including Walmart, Target, Kroger, Aldi, HomeGoods, Lowe’s, Costco and more.