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Client Engagement Coordinator
FranklinCovey. Support Sales Executives throughout the client lifecycle .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong account management and customer service skills, ensuring timely and accurate order fulfillment while maintaining compliance with company policies. Proficient in managing multiple projects and fostering relationships to support sales executives throughout the client lifecycle.
Highest-signal resume keywords
Account ManagementCustomer ServiceProject SupportSalesforce.com ProficiencyMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Order FulfillmentInvoicing ManagementRevenue RecognitionContract GenerationData Forecasting
Soft Skills
Organizational SkillsProblem-Solving SkillsInterpersonal AbilitiesProactive Self-Starter
Tools & Technologies
Salesforce.comMicrosoft AX Dynamics
Industry Keywords
Client LifecycleCustomer ExperienceRevenue Workload GoalsComplianceFacilitator Relationships
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Support Sales Executives throughout the client lifecycle
- Provide support and account management with a focus on timeliness, accuracy, and quality
- Manage internal systems and order fulfillment
- Deliver exceptional customer service to meet client needs and keep the business on track
- Support established revenue workload goals and key metrics aligned to company monthly thresholds
- Ensure a smooth customer experience from contracting through completion of the client lifecycle
- Oversee order fulfillment and management of domestic and international implementations
- Process client orders accurately and promptly for subscriptions, products, services, and custom programs
- Foster relationships with facilitators, managing certifications, orders, and promotions
- Use pipeline reports to support opportunity-stage and date changes for forecasting accuracy
- Generate standard agreements and coordinate inquiries with legal and custom solutions teams
- Ensure compliance with company policies, revenue recognition, and processes
- Manage invoicing, credits, and payment portals
- Develop proficiency in relevant software and tools
Requirements
What you’ll need- Bachelor’s degree in business, Finance, Communications, or related field, and/or minimum 3 years of project and/or sales support experience
- Proactive self-starter with excellent organizational and problem-solving skills
- Strong customer service and interpersonal abilities
- Ability to manage multiple projects concurrently with excellence, and to manage realignment of accounts and workload seamlessly
- Proficiency in Microsoft Office
- Knowledge of Salesforce.com and Microsoft AX Dynamics
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- HSA
- Employee stock purchasing program
- 401(k)
- Paid time off
- Holiday pay