Client Engagement Coordinator
The focus of the Client Engagement Coordinator (CEC) will be split among several regular responsibilities (such as running monthly reports), as well as supporting the entire Sales team with overflow tasks periodically.
Additionally, the CEC will support the Sales Team with other responsibilities as listed below.
The CEC demonstrates expertise in administrative support and technical areas and applies in-depth knowledge to assist with the fulfillment of increasingly complex sales projects, assignments, and tasks with the ultimate goal of increasing revenue.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
The job functions include, but are not limited to, the following:
- Sales Coordinator support for Sales Team
- Sample Copy requests from external clients
- Managing/Distribution of the Sales inbox emails (forwarding POs, vendor requests, leads, RFP bid notifications, etc. to appropriate territory team)
- Vendor registrations and miscellaneous vendor forms
- Virtual PD Zoom support/coordination (scheduling and starting Zoom sessions, troubleshooting support, etc.)
- Sending sample book copies to the Sales Team as new books publish
- Lead entry into CRM
- Birthday greetings to Sales Team
- Mail distribution as needed for wet signatures or notary needs
- RFP response coordination
- Survey Monkey administrator (pull and send survey results)
- Key Account Spot management assistance in Highspot platform
- Calendar management assistance for key consultants (cross-checking Google calendar with CRM to ensure accuracy of details for two VIP consultants)
- Process vendor invoices as needed in Proactis platform
SKILLS AND REQUIREMENTS
Any combination equivalent to, but not limited to, the following:
- Bachelor’s degree from an accredited university preferred but not required
- Two years’ experience in administrative support required
- Experience in sales, customer service, and/or publishing preferred
- Experience with software programs such as the Microsoft Office suite, and SalesForce or other CRM preferred but not required
- Knowledge of Google web-based tools (especially calendar) preferred
- Strategic and creative thinker
- Excellent oral and written communication skills
- Highly organized and detail oriented
- Ability to work in high growth, fast-paced environment
- Problem-solving skills
- Ability to reprioritize tasks based on urgency
- Demonstrated excellence in working with others
- A positive attitude
This is a temp position located in the Conejo Valley. This is an on-site position, 5 days a week. The pay range is $24 to $28 hourly.
Job Ref. # 44WX
Location: Thousand Oaks, CA
Royal Staffing Services will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.