Customer Engagement Specialist
Town of Poland, Jamestown, Chautauqua County, New York, 14701, USA
Listed on 2026-01-13
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Customer Service/HelpDesk
HelpDesk/Support, Client Relationship Manager, CRM System, Technical Support
Our client is looking for a highly organized and communicative Customer Engagement Specialist (Virtual Assistant) to join their team. The company is a recognized leader in the technology solutions sector, having achieved significant market growth and industry accolades in recent years. In this role, you will be the key driver of their customer re-engagement strategy, managing a structured follow-up cycle to nurture leads and strengthen client relationships.
Responsibilities
Manage a precise, one-week follow-up cycle for different client segments, including contacts with unused quotes, inactive past clients, and new potential leads.
Conduct professional phone calls according to a defined script to qualify leads and gauge interest.
Execute timely email communications aligned with each step of the engagement cycle.
Meticulously update and maintain all client interactions, notes, and data within their CRM system (Zoho CRM).
Perform quality assurance (QA) calls for active projects to ensure client satisfaction.
Initiate post-shipment customer experience surveys to gather valuable feedback.
Handle additional client outreach and communication tasks as required.
RequirementsPrevious professional experience in a customer service, virtual assistance, or client-facing role.
Exceptional verbal and written English communication skills.
Strong familiarity with CRM software; prior experience with Zoho CRM is highly advantageous.
Outstanding organizational abilities with a proven capacity to manage multiple tasks efficiently.
A professional and engaging phone presence, with a talent for building rapport.
Self-motivated individual who thrives in a remote, independent work setting.
Qualifications
A proven track record of success in customer-focused positions.
Demonstrated skill in both oral and written communication.
Technical proficiency with customer relationship management platforms.
High level of organization and effective task management.
- Full-time
- 100% remote position.
- The role offers the flexibility to work from anywhere and the opportunity to become an integral part of a dynamic and growing organization.
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