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Job Details

Client Services Coordinator

Company name
Franklin Covey Co

Location
Chicago, IL

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This is a remote work from home position.

Company Information

FranklinCovey is a global company specializing in performance improvement. We help organizations achieve results that require a change in human behavior. Our expertise is in seven areas: Leadership, Execution, Productivity, Trust, Sales Performance, Customer Loyalty, and Education. Our mission statement is We enable greatness in people and organizations everywhere. We fulfill this mission by hiring 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 project management duties as needed

Essential Job Functions

Manage a project from initiation to completion, including but not limited to; working with Legal to create and edit contracts, shipping workshop materials, booking appropriate presenter, setting up assessment tools, etc.

Gather appropriate details from clients for scheduled workshops and enter into the network system.

Ensure smooth customer experience from point of sale through close and follow up.

Support clients by researching and answering questions regarding curricula, pricing, facilitator training, invoicing, delivery of product and account adjustments.

Process client orders for products and/or custom programs.

Calculate and process final invoicing related to client programs.

Process and manage client licenses.

Send pre-work materials to clients prior to their attendance at in-house facilitator training.

Assists Client Partners with tracking sales through Salesforce and Microsoft Dynamics.

This position requires a minimum of 3 years of a sales support/project management experience plus college degree required. 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.

FranklinCovey is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or protected veteran status.

Job Requirements

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Company info

Franklin Covey Co

Company Profile

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