Client Engagement Coordinator
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Job Description
Client Engagement Coordinator supporting sales executives, client orders, and account operations for FranklinCovey’s leadership and organizational performance services. Managing implementations, forecasting data, agreements, invoicing, and customer experience.
Responsibilities:
- Support Sales Executives throughout the client lifecycle
- Provide support and account management with a focus on timeliness, accuracy, and quality
- Manage internal systems and order fulfillment
- Deliver exceptional customer service to meet client needs and keep the business on track
- Support established revenue workload goals and key metrics aligned to company monthly thresholds
- Ensure a smooth customer experience from contracting through completion of the client lifecycle
- Oversee order fulfillment and management of domestic and international implementations
- Process client orders accurately and promptly for subscriptions, products, services, and custom programs
- Foster relationships with facilitators, managing certifications, orders, and promotions
- Use pipeline reports to support opportunity-stage and date changes for forecasting accuracy
- Generate standard agreements and coordinate inquiries with legal and custom solutions teams
- Ensure compliance with company policies, revenue recognition, and processes
- Manage invoicing, credits, and payment portals
- Develop proficiency in relevant software and tools
Requirements:
- Bachelor’s degree in business, Finance, Communications, or related field, and/or minimum 3 years of project and/or sales support experience
- 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
- Knowledge of Salesforce.com and Microsoft AX Dynamics
Benefits:
- Medical insurance
- Dental insurance
- Vision insurance
- HSA
- Employee stock purchasing program
- 401(k)
- Paid time off
- Holiday pay
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