Client Relations Coordinator

Description

Position Summary

While working as a Client Relations Coordinator you will be tasked with fulfilling duties and performing tasks related 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. In this role, you will also focus on outbound prospecting, generating new business opportunities, and setting up appointments for Account Executives.

Essential Duties & Responsibilities

• Responds to all incoming inquiries from the organization’s main phone line, general email, website form fills, walk-in traffic 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
• 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
• Conducts high-volume outbound calls to prospective clients (cold calling) 
• Identifies and qualifies potential business opportunities  
• Schedules meetings and hands off qualified leads to Account Executives  
• Maintains accurate records of outreach and activities in CRM systems  
• Follows up consistently with prospects to nurture interest  
• Meets or exceeds daily, weekly, and monthly activity and performance goals  
• Collaborates with the sales team to refine messaging and outreach strategies 
• Re-engages inactive customers through a systematized list of leads provided in ERP system.
• Works with Director of Sales to identify and assign WOW customers to AM/AEs
• Other duties as assigned

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