Client Coordinator
We are seeking qualified candidates for a Client Coordinator position in a West Side office. This role provides clerical and communication support for the sales and customer service areas of the business. This is an entry level position with advancement opportunity designed to familiarize you with the business, which manages IT services for small businesses across northeast Ohio. The goal is to train then promote you to Account Manager within two years. This is a dynamic position involving sales, customer service, and communications.
Core Responsibilities
- Learn our product stack and service delivery procedures
- Track all account activity in our Professional Services Automation (PSA) system
- Proactively identify and take action on agreement renewals
- Create opportunity (records), when appropriate and follow-up activities
- Utilize our sales quoting tool to create, review and deliver proposals to clients
- Learn procurement procedures for order fulfillment
- Review proposals for completeness against client needs
- Ensure orders are completed in a timely and accurate manner 100% of the time.
- Facilitate meetings with clients, prospects and internal resources. (Scheduling, prepare agenda, gathering needed materials, follow-up)
- Maintain a client by client task list of follow up items
Additional Responsibilities
- Complete all required training (product, tools, software, procedures etc)
- Adhere to cybersecurity standards
- Collaborate on workflow and procedures for client meetings
Preferred Skills and Experience
- Ability to effectively communicate with business owners in a meaningful way
- Deep working knowledge of Microsoft Office (Word, Excel, PowerPoint)
- Proficient in the use of personal technology (Computers, laptops, mobile devices)
- Enjoys helping people to the extent that no problem is considered mundane, no matter how simple the solution
- Enjoys sharing information, supporting others, and working on a team to achieve team goals
- Highly organized, detail oriented, goalsetting
- Bachelor’s or Associates Degree preferred
- 1 year of prior job experience in a customer service role