[Hiring] Client Engagement Coordinator @FranklinCovey

Role Description

The Client Engagement Coordinator (CEC) supports Sales Executives throughout the client lifecycle by providing support and account management focusing on timeliness, accuracy, and quality. The CEC manages internal systems, order fulfillment, and delivers exceptional customer service to meet client needs and keep the business on track.

• Responsible for supporting established revenue workload goal and key metrics aligned to company monthly thresholds with quality, accuracy, and adherence to established Service Level Agreement.
• Ensure smooth customer experience from contracting to the completion of the client lifecycle.
• Oversee order fulfillment and management of implementations both domestic and international.
• Process clients’ orders accurately and promptly for subscriptions, products, services, and custom programs.
• Foster relationships with facilitators, managing certifications, orders, and promotions.
• Proficient with pipeline reports to support changes to opportunity stages and dates for forecasting accuracy.
• Generate standard agreements and coordinate inquiries with the legal and custom solutions teams as needed.
• Ensure compliance with company policies, revenue recognition, and processes.
• Manage invoicing, credits, and payment portals.
• Develop proficiency in relevant software and tools.

Qualifications

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

Requirements

• Proactive self-starter with excellent organizational and problem-solving skills.
• Strong customer service and interpersonal abilities.
• Ability to manage multiple projects concurrently with excellence, and to manage realignment of accounts and workload seamlessly.
• Proficiency in Microsoft Office and knowledge of Salesforce.com and Microsoft AX Dynamics.

Benefits

• Medical, dental, and vision insurance.
• HSA.
• Employee stock purchasing program.
• 401(k).
• Paid time off.
• Holiday pay.
• And more.