Client Engagement Receptionist

Solutionreach • Lehi, UT

294d • Hybrid

About The Position

Solutionreach is hiring a Client Engagement Receptionist. This role will answer phone calls, direct, and create cancel requests for all members of the client engagement team. Routinely meet with cross-functional leaders from all departments to document, follow up and execute recurring processes and projects. This role is local to Lehi, Utah.

Requirements

• At least 1 year of previous experience in a clerical or sales environment.
• Experience in dispute resolution and problem-solving skills.
• Demonstrate strong written and verbal communication skills.
• Proficient in Microsoft Word and Excel.
• Strong computer skills and attention to detail with accurate reporting.
• Ability to complete projects within timeframe window.

Nice To Haves

• Previous knowledge of Salesforce is helpful, but not required.

Responsibilities

• Answer phone calls and direct them to the appropriate team members.
• Create cancel requests for all members of the client engagement team.
• Meet with cross-functional leaders to document and execute recurring processes and projects.
• Use CRM database to review requests and determine account status.
• Manage, create, edit, and verify daily reports.
• Process large account cancels or saves.
• Coordinate with third party vendors.
• Communicate changes, progress, and accomplishments of ongoing programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Web Search Portals, Libraries, Archives, and Other Information Services