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Fleet Response · 17 hours ago

Client Engagement Coordinator II

Hudson, OH

Full-time

Hybrid

Mid Level

$55K/yr - $65K/yr

3+ years exp

Fleet Response is dedicated to enhancing client relationships through their Client Engagement program. The Client Engagement Coordinator II will assist in scheduling, coordinating meetings, and managing follow-ups to strengthen connections with existing clients and facilitate new account implementations.

Management Consulting

Growth Opportunities

Responsibilities

Routinely schedule and coordinate meetings and presentations

Routinely construct and complete Request for Proposal (RFP) documents for existing and potential clients

Routinely assist in the construction of Sales proposals and written communication pertinent to new and existing clients

Routinely communicate internally the results of client meetings and action items to ensure timely task completion and all departments are informed

Routinely communicate externally the results of client meetings, action plans and follow-up items

Answers questions, recommends services to address customer concerns and responds to client requests

Completes Software demonstrations to existing and potential clients. Facilitates software training and new account set up

Evaluates repeated client requests to determine integration into standard processes/procedures and conducts data reviews to identify areas of improvement

Responsible for data compilation of assigned client’s account performance metrics

Demonstrates ability to compile data and speak to client’s about what the data means as it relates to their account’s performance

Coordinates with internal and external stakeholders to facilitate new accounts

Coordinates implementation and roll out calls for new clients and new accounts

Participate in Sales Demonstrations (Demos) and talk through all product lines

Produce specialty sales PPT as needed

Participates remotely and in-person with clients to gather feedback on service and ensure customer satisfaction

Works closely with Client Services and Business Development management to coordinate client requests and meet evolving client needs

Weekly meeting with Manager of Client Engagement

Rolling quarterly book of business review with assigned Sales Manager

Regular meetings with assigned clients to discuss account performance and account needs

Qualification

Client management experienceMicrosoft Office proficiencyData presentation skillsReport writingInterpersonal skillsOrganizational skillsTime managementTeam collaboration