Client Services Coordinator

Overview

Company Information Franklin Covey is the global consulting and training leader helping individuals and organizations achieve great productivity, effectiveness and success. Our mission statement is “We enable greatness in people and organizations everywhere”. We fulfill this mission by hiring what we call “Achievers with Heart”.
Job Summary The primary role of the Client Services Coordinator is to provide service and support for corporate clients in a team environment. Will provide sales support for Sales Executives and team. Will assist region in sales tracking, communication with external clients and other administrative duties as needed
Essential Job Functions o Coordinate accurate and timely delivery of various aspects of company seminars: seminar materials, appropriate presenter, client profiles or assessment tools, a/v materials, etc. o Gather from clients and Client Partners all details of client programs and enter into the network system. o Follow through with all aspects of client programs. o Support clients by researching and answering questions regarding curricula, pricing, facilitator training, invoicing, delivery of product and account adjustments. o Maintain client (facilitator) databases. o Process client orders for products and/or custom programs. o Calculate and process final invoicing related to client programs. o Initiate and monitor client licensing process. o Send promotional materials to clients and prospective clients; present various program and product options to interested clients. o Send pre-work materials to clients prior to their attendance at in-house facilitator training. o Ensure smooth customer experience from point of sale through close and follow up. o Arrange business development meetings and other client meetings. o Assists Client Partners with tracking sales through Assist and Excel. o Prepare & design proposals to meet client needs in coordination with Client Partners.

Requirements This position requires a minimum of 2+ years of administrative/sales support experience plus some college. Work experience must demonstrate organization and customer service/sales skills. Organization skills with high attention to detail and proficiency with Microsoft Office and the ability to type a minimum of 50 WPM are required. Experience with Salesforce.com is preferred. Exceptional interpersonal and verbal communication skills and excellent phone skills are required. We are looking for motivated team players with strong work ethic and the ability to work in a fast paced environment. Strongly prefer knowledge of Franklin Covey programs and content.

Visit our website at www.franklincovey.com for more information regarding our organization. Franklin Covey is an Affirmative Action Equal Opportunity Employer