Client Engagement Coordinator II

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Base pay range

$55,000.00/yr - $65,000.00/yr

Works closely with the Manager of Client Engagement to assist in facilitating the Fleet Response Client Engagement program, including scheduling, coordinating, recording meeting minutes and managing follow‑up items from each meeting. This program exists to assist existing clients in making recommendations that strengthen and sustain relationships.

Essential Duties And Responsibilities

Below is a summary of the primary responsibilities for this role.

Existing Client Support

• 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 to keep all departments informed.
• Routinely communicate externally the results of client meetings, action plans and follow‑up items.
• Answer questions, recommend services to address customer concerns, and respond to client requests.
• Complete software demonstrations to existing and potential clients; facilitate software training and new account set up.
• Evaluate repeated client requests to determine integration into standard processes/procedures and conduct data reviews to identify areas of improvement.
• Compile assigned client’s account performance metrics.
• Demonstrate ability to compile data and discuss its meaning with clients regarding their account’s performance.

New Client Support

• Coordinate with internal and external stakeholders to facilitate new accounts.
• Coordinate implementation and roll‑out calls for new clients and new accounts.

Sales Support

• Participate in Sales Demonstrations (Demos) and talk through all product lines.
• Produce specialty sales PowerPoint presentations as needed.
• Participate remotely and in‑person with clients to gather feedback on service and ensure customer satisfaction.
• Work closely with Client Services and Business Development management to coordinate client requests and meet evolving client needs.

Tactics Of

The Role

• 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.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned this position. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of individuals performing this job. All personnel may be required to perform duties outside their normal responsibilities from time to time as needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education And/or Experience

• Bachelor’s degree from a four‑year college or university preferred; minimum three years of client management experience required. Ability to write reports, business correspondence, and procedure manuals.
• Ability to utilize Microsoft Word, Excel, and other Microsoft Office products.
• Effectively deliver information and respond to questions from managers, clients, and customers.
• Experience presenting data to clients and peer groups preferred.

Language Skills

• Strong interpersonal skills to ensure excellent internal and external customer service.
• Excellent written and verbal skills.

Technical Skills

• Highly motivated, strong initiative, self‑starter with team focus.

Reasoning Ability

• Strong ability to multi‑task and manage time effectively.
• Strong investigative and organizational skills.

Proficiency

• Demonstrates dependability, punctuality and excellent attendance.
• Ability to work independently and collaborate with peers.

Physical Demands and Working Conditions

The worker is subject to inside environmental conditions: protection from weather conditions but not necessarily…