What are the responsibilities and job description for the Client Relations Coordinator position at Strategic Factory?
Description
Position Summary
While working as a Client Relations Coordinator you will be tasked with fulfilling duties and performing tasks related to responding to House Account Prospects and Customer needs, front-end discovery to traffic RFQ opportunities to subject matter experts, researching and responding to customer inquiries, CRM management, and re-engagement outreach of inactive customers. The person in this position responds to a variety of incoming inquiries with natural curiosity and a thorough line of questioning to ensure a proper hand-off to the appropriate party and an exceptional customer experience.
Essential Duties & Responsibilities
- Responds to all incoming inquiries from the organization’s main phone line, general email, website form fills and referrals with urgency and enthusiasm
- Performs investigative activities using tools such as LinkedIn, Google, Credit.net, Business Website to evaluate client potential and evaluate for “WOW” ideal customer profile
- Gathers intelligence through our front-end discovery process during initial contact to include referral source, contact information, company information, project information, budget, and due date to ensure a Sales Qualified Lead
- Once completed, enters basic RFQ and traffic opportunity to appropriate Project Management group
- Ensures client data is reflected accurately in EPMS
- Research in our ERP and responds to customer inquiries in support of the Sales team, including but not limited to, job progress, tracking information, and directing requests to the correct internal stakeholder
- Provide in-person support to visitors who are meeting with staff or picking up completed projects and close out any required paperwork
- Re-engage inactive customers through a systematized list of leads provided in ERP system.
- Work with Director of Sales to identify and assign WOW customers to AM/AEs
- Traffics administrative calls to the appropriate team for resolution (Accounting, Human Resources, etc.)
Requirements
Qualifications
Education and/or Experience
- High school diploma is required, but bachelor’s degree in business, Marketing, Psychology, Communications, or related field is preferred.
- 1 year of relevant experience in customer service, sales, or administrative functions is required, but 2-3 years of relevant experience is preferred.
Computer Skills
- Proficiency in the MS Office suite, especially Outlook and Excel, is required
- Prior experience utilizing a CRM, or the ability to gain proficiency in this technology within 30 days is required
Other Qualifications
- Ability to pass a background check
- Ability to write effective correspondence to customers and coworkers
- Ability to leverage internet/tools for research and evaluation of potential and current clients
- Mathematical abilities required by this job include reading a ruler, calculating simple costs, and other basic mathematical skills
Job Competencies
- Strong attention to detail
- Excellent communication skills and strong phone presence
- Committed to company mission and values
- Flexible and willing to adapt to change
- Able to maintain professional composure while managing competing priorities
Physical Demands and Work Environment
Physical demands
- While performing the duties of this job, one is frequently required to sit a desk and work on computer desktops.
Work environment
- While performing the duties of this job, the associate is regularly exposed to noise typical of an office environment such as printers, computers, and phones operating.
Why Work for Strategic Factory?
Financial stability. Start with a competitive base salary and earn promotions based on positive performance and measurable results.
Massive advancement opportunities. Join a rapidly growing company that’s poised to double in size in the next three years.
Gorgeous work environment. Have you seen our building? Work alongside skilled professionals in our state-of-the-art facility.
Strategic benefits. Our comprehensive package includes health care, 401k, vacation and sick time, paid holidays, and other unique benefit options.
Uber-talented team members. Prepare to be inspired as you work alongside the very best and brightest talent the industry has to offer.
Engaging company culture. We may work hard, but we play hard, too! We host a variety of fun, team building activities throughout the year.
Strategic Factory is an Equal Opportunity Employer
Salary : $19 - $22