Client Engagement Coordinator II
About The Position
Works closely with the Manager of Client Engagement to assist in facilitating the Fleet Response Client Engagement program including scheduling, coordinating, recording meeting minutes and managing follow-up items from each meeting. This program exists to assist existing clients to make recommendations that strengthen and sustain relationships. The above statements are intended to describe the general nature and level of work being performed by individuals assigned this position. They are not to be construed as an exhausted list of all responsibilities, duties, and skills required of individuals performing this job. All personnel may be required to perform duties outside their normal responsibilities from time to time as needed.
Requirements
- Bachelor’s degree from four-year college or university preferred; minimum three years client management experience required. Ability to write reports, business correspondence, and procedure manuals.
- Ability to utilize Microsoft Word, Excel, and other Microsoft Office Products
- Effectively deliver information and respond to questions from groups of managers, clients, and customers.
- Strong interpersonal skills to ensure excellent internal and external customer service.
- Excellent written and verbal skills.
- Highly motivated, strong initiative, self-starter with team focus.
- Strong ability to multi-task and manage time effectively.
- Strong investigative and organizational skills.
- Demonstrates dependability, punctuality and excellent attendance.
- Ability to work independently and collaborate with peers.
Nice To Haves
- Experience presenting data to clients/peer groups preferred
Responsibilities
- Routinely schedule and coordinate meetings and presentations
- Routinely construct and complete Request for Proposal (RFP) documents for existing and potential clients
- Routinely assist in the construction of Sales proposals and written communication pertinent to new and existing clients.
- Routinely communicate internally the results of client meetings and action items to ensure timely task completion and all departments are informed
- Routinely communicate externally the results of client meetings, action plans and follow-up items
- Answers questions, recommends services to address customer concerns and responds to client requests
- Completes Software demonstrations to existing and potential clients. Facilitates software training and new account set up.
- Evaluates repeated client requests to determine integration into standard processes/procedures and conducts data reviews to identify areas of improvement.
- Responsible for data compilation of assigned client’s account performance metrics.
- Demonstrates ability to compile data and speak to client’s about what the data means as it relates to their account’s performance.
- Coordinates with internal and external stakeholders to facilitate new accounts
- Coordinates implementation and roll out calls for new clients and new accounts
- Participate in Sales Demonstrations (Demos) and talk through all product lines
- Produce specialty sales PPT as needed
- Participates remotely and in-person with clients to gather feedback on service and ensure customer satisfaction.
- Works closely with Client Services and Business Development management to coordinate client requests and meet evolving client needs
- Weekly meeting with Manager of Client Engagement
- Rolling quarterly book of business review with assigned Sales Manager
- Regular meetings with assigned clients to discuss account performance and account needs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
