About The Position
Northeast Wisconsin Technical College is seeking a Corporate Training and Economic Development Customer Specialist for Northcoast Marine. This is a limited-term position anticipated to end on December 31, 2027, with potential for extension. The college is dedicated to student success and community economic vitality, fostering an inclusive environment where all team members thrive. This role provides comprehensive contract and project support to account executives and internal partners, ensuring the successful delivery of customized training programs. The Customer Specialist acts as a primary point of contact for customers, managing contracts, grants, financial documentation, and logistics for workforce training initiatives. The position supports proposal development, customer relationships, invoicing, reporting, and project coordination to ensure contractual compliance, fiscal accuracy, and high-quality service delivery, contributing to operational efficiency and customer satisfaction.
Requirements
- Associate degree
- Three years related experience
- Advanced skills in Microsoft Office Suite
- Working knowledge of Salesforce/CRM, Workday, Adobe, MS Teams, and Canvas.
- An equivalent combination of education and work experience may be considered.
Responsibilities
- Act as the primary point of contact for contract service and department offerings.
- Manage and maintain accurate contract data across multiple platforms in the creation of quotes, contracts, and classes.
- Collect and review grant-funded application information, schedule and fulfill training, and create modifications for submission to the state.
- Secure and write proposals for repeat business for specialized courses, maintain and nurture customer relationships, and provide active support as the main customer contact.
- Analyze and allocate financial data to ensure expenses are within the proposed budget, document changes, and resolve any discrepancies. Monitor expenditures to maintain fiscal responsibility and prevent budget overages.
- Correspond with outside contacts regarding contracts, modifications, and out of district documentation.
- Prepare and communicate online learning details, assessments and awarding certificates, badges, or credit level credentials.
- Fulfill and oversee multiple and concurrent training and technical assistance projects including handouts/branding, course curriculum, supply ordering, catering, expense reimbursements, instructor pay and fulfilling workload.
- Coordinate all logistical aspects of training day needs for both the instructor and the customer including room assignment and directions, handouts and materials, facility setup, and audio-visual requirements.
- Perform project management tasks for projects including training deliverables, securing instructors, scheduling sessions, and oversee implementation to meet customer needs.
- Oversee and execute all logistical aspects of training and delivery when acting as the project management coordinator, including scheduling, instructor coordination, materials, facilities, and technology needs.
- Manage and submit non-instructional and faculty course assignments for multiple concurrent projects, ensuring compliance with institutional policies, instructor hour limits, and contract budget parameters.
- Prepare and submit customer invoices by verifying billing details, amount due, and service descriptions.
- Review, process and code vendor invoices in compliance with vendor requirements and applicable tax documentation.
- Investigate and reconcile reports for missing grades, enrollments, instructor pay, invoices, etc.
- Collaborate with account executives, project management coordinators, finance, and various departments to ensure seamless operations.
- Provide work directions and guidance to Support Assistants.
- Develop and maintain a high level of proficiency in Microsoft Office, Workday, and Salesforce for quoting, account and project management, reporting, and budget tracking.
- Draft, review and refine a variety of documents including reports, proposals, contracts, presentations, agendas, minutes, etc.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
