Client Engagement Specialist

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This position is a key interface between sales and marketing efforts and our customers. Customer inquiries and leads will be qualified and nurtured before handing them off to business development staff. This position will be working closely with both the sales and marketing departments but will have formal reporting through the sales team. There will be a unique set of metrics to gauge success in this role.

• Initial follow-up and management of incoming form submissions.
• Procurement and curation of outbound sales target lists.
• Engagement in outbound sales initiatives.
• Qualification of both inbound and outbound leads, including:
  • Public training attendees
  • Online training attendees
  • Client database
  • Social media sources (e.g., Linked In)
• Provision of client and company briefs to business development team.
• Attendance at weekly sales meetings.
• Utilization of Hub Spot for task assignment and follow-up.
• Scheduling of sales presentations for leads.
• Administrative support, including:
  • Vendor setup
  • Safety and company portals
  • Reconciliation for monthly reporting
  • PO checklists and PM contracts
  • Coordination with other departments for project logistics
  • Management and filing in customer server folders.
• Updating customer reference documents.

• Personable and comfortable at front-facing client engagement via email, phone, and web platforms.
• Strong written and verbal communication skills.
• Proficient in learning and utilizing digital lead generation and qualification resources.
• Effective team player with the ability to collaborate seamlessly with sales and marketing personnel.
• Experience in industrial maintenance, engineering, machine reliability, or manufacturing industries is a plus.

• High school or equivalent (Required)

• Sales: 1 year (Required)
• Cold calling: 1 year (Required)

Entry level

Full-time

Other