Client Engagement Specialist

Otis Elevator Co.

6d•Remote

About The Position

Would you like to join a truly international, talent driven company that values Safety, Ethics, Quality, Innovation and Employee Opportunity? We are looking for a Client Engagement Specialist, Key Account. This is a great opportunity to join the Otis Americas key accounts team and support one of our largest accounts. This role will work closely with the key account executives to provide support with meeting customer expectations. The successful candidate will be reliable and prioritizes the customer experience. Location: Flexible, this position can also be remote

Requirements

Proven track record of meeting deadlines and effectively prioritizing tasks.
Demonstrated excellence in customer service, consistently exceeding customer expectations.
Proven ability to work collaboratively with others, valuing diverse opinions and approaches.
Strong team collaboration skills and ability to thrive in a team environment.
Associate's degree required
Proficiency in Excel, including experience with reporting, PivotTables, and charts.

Nice To Haves

Bachelor's degree preferred.

Responsibilities

Collaborate closely with key account managers to prioritize current customer needs.
Serve as a liaison with internal Otis departments and branches for billing, booking, and collections to ensure accurate processing.
Update customer reports as necessary, including testing updates and consultant requests.
Manage the proposal request process alongside key account managers.
Oversee the approval process for national/portfolio-level Certificates of Insurance (COIs) with the insurance department.
Support efforts for resigning and recapturing contracts.
Utilize electronic bid systems, such as Ariba, for resigning and recapturing RFPs when required.
Coordinate customer billing needs with web billing, finance, collections, and branches.
Work within customer-required systems for annual updates of COI, safety, and organizational information (e.g., MyCOI, Compliance Depot, Browz, Avetta).
Engage in daily operations using the NSA SharePoint tracker or other systems as required.
Act as a liaison between internal and external customers.
Troubleshoot incoming customer issues, specifically billable repair requests and general customer-specific needs.
Generate and update customer reports as necessary, including spend and KPI reports.
Perform an annual review and update of special handling rates