Client Engagement Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist Sales Executives throughout the entire client lifecycle

• Offer support and account management with an emphasis on timeliness, accuracy, and quality

• Oversee internal systems and order fulfillment processes

• Provide outstanding customer service to satisfy client needs and keep business operations on track

• Uphold established revenue workload objectives and key performance indicators aligned with company monthly targets

• Guarantee a seamless customer experience from contracting to the completion of the client lifecycle

• Supervise order fulfillment and the management of both domestic and international implementations

• Accurately and promptly process client orders for subscriptions, products, services, and custom programs

• Cultivate relationships with facilitators while managing certifications, orders, and promotions

• Utilize pipeline reports to assist with opportunity-stage adjustments and date changes for accurate forecasting

• Create standard agreements and coordinate inquiries with legal and custom solutions teams

• Ensure adherence to company policies, revenue recognition standards, and processes

• Handle invoicing, credits, and payment portals

• Gain proficiency in relevant software and tools

⛳️ Requirements

• Bachelor’s degree in business, Finance, Communications, or a related field, and/or a minimum of 3 years of project and/or sales support experience

• Proactive self-starter with exceptional organizational and problem-solving abilities

• Strong customer service skills and interpersonal capabilities

• Capacity to manage multiple projects concurrently with excellence, and to seamlessly realign accounts and workload

• Proficiency in Microsoft Office Suite

• Familiarity with Salesforce.com and Microsoft AX Dynamics

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Health Savings Account (HSA)

• Employee stock purchasing program

• 401(k) plan

• Paid time off

• Holiday pay