Position Title: Client Relations Coordinator
Department: Business Operations
FLSA: Exempt
Status: Full time
Key Areas of Responsibility
Client Relationship Management
1. Build strong, authentic relationships with client contacts
2. Respond to client inquires (email and phone) regarding scitrain services. Determine the quality of the lead and redirect lead to manager.
3. Discuss/negotiate terms of SOWs and Contracts for new clients (in conjunction with Account Consultants/Senior Leaders)
Sales Tracking & CRM Management
1. Join Client Relations team meetings, track and update leads, and complete other tasks as necessary to support sales strategy
2. Track new leads, and update sales tracking tools and CRM system
a. Follow-up with other consultants/senior consultants on leads for new projects with existing clients
b. Follow-up with team members with leads on new clients
Creation of Proposals & RFPs
1. Create customized client proposals using Microsoft Office tools (Word, Excel, PowerPoint)
2. Ensure the completion of client RFPs by creating a project plan and working with scitrain subject matter experts
3. Create client Statement of Work (SOW) documents that outline agreed upon services and investment information
4. Work with scitrain legal department to adapt Non-Disclosure Agreements (NDA) and Master Service Agreements (MSA) to protect scitrain intellectual property and payment terms
Internal Collaboration
1. Collaborate with scitrain invoicing contact to make sure SOWs are saved in our internal system and that payments are received in a timely fashion
2. Work with internal contacts to assist with setup of vendor banking information to ensure direct deposit of client payments
3. Support Consultants/Account Managers in the development of proposals, SOWs for existing clients
Other Activities
1. Support other administrative activities required for the client relations/sales team (Including scheduling meetings, contacting external partners etc.)
2. Edit webpage and social media pages as needed
3. Support with development of promotional material for scitrain
4. Travel occasionally for client projects/delivery
Qualifications
1. 2-3 years of work experience in a sales/customer facing role preferred
2. Undergraduate degree preferred
Knowledge, Skills, and Abilities
3. Strong detail orientation
4. Strong interpersonal and communication skills
5. Good knowledge of the Microsoft Office Suite
6. Creative and out-of-the-box thinking
7. Comfort working in a fast-paced, ambiguous environment
8. Strong organization skills, with an ability to structure and coordinate multiple projects concurrently
Applicants: Please submit your resume, a letter of interest, and two references who can attest to your work product and relational ability.