Remote Coordinator - Client Relationship Management | WFH

Remote Full-time
Client Engagement Coordinator

We are excited to announce an opportunity for a Client Engagement Coordinator to join our esteemed team, specializing in account management for a diverse group of Sales Professionals. This pivotal role is integral to supporting the management of complex or high-yield accounts, fostering communication with key stakeholders, overseeing account systems, and organizing impactful events, all while ensuring adherence to company policies and standards. The Coordinator will also be responsible for handling various accounting tasks, crafting professional presentations, and executing satisfaction surveys to enhance client relations.

Location: 100% Remote anywhere in the Continental US

Shift: 8:00 am - 5:00 pm ET

Compensation: $20.85 per hour

Compensation And Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life insurance coverage
  • Short-term disability benefits
  • Additional voluntary perks
  • Employee Assistance Program (EAP)
  • Commuter benefits
  • 401k retirement plan
  • Flexible coverage options tailored to individual needs
  • Paid sick leave, holiday pay, and legally mandated paid leave

Key Responsibilities

  • Support account management for complex or high-value clients.
  • Maintain regular communication with agents, brokers, account representatives, and internal stakeholders.
  • Independently draft and send correspondence as required.
  • Ensure accuracy and timeliness in the account management system.
  • Complete compliance-related documentation and filings.
  • Organize and manage logistics for significant events, including communication, agenda, and budget oversight.
  • Prepare and review presentations and deliverables for accuracy and relevance.
  • Conduct satisfaction surveys for team accounts and generate insightful reports for Sales Professionals.
  • Reconcile Accounts Receivable discrepancies and address related issues with Accounting.

Required Skills

  • Excellent verbal and written communication abilities.
  • Proficiency in account management systems and relevant software.
  • Exceptional organizational skills with a keen eye for detail.
  • Capability to manage multiple priorities and tasks effectively.
  • Experience in event coordination and logistics management.
  • Strong analytical skills for survey execution and report development.
  • Understanding of accounting principles with experience in Accounts Receivable reconciliation.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).

Qualifications

  • Bachelor's degree in Business Administration, Finance, Marketing, or a related discipline.
  • 2-4 years of experience in client engagement, account management, or a similar capacity.
  • Proactive attitude and self-motivated work ethic.
  • Adaptability and resilience in a dynamic work environment.
  • Commitment to delivering exceptional quality in all tasks undertaken.

Career Growth Opportunities

Joining our team opens doors to extensive professional development. We encourage continuous learning and growth, offering a collaborative environment where your contributions are valued and recognized.

Company Culture And Values

We pride ourselves on fostering an inclusive culture that values diversity and encourages collaboration. As part of our team, you will be empowered to make a significant impact within a supportive and forward-thinking organization.

Networking And Professional Opportunities

This position provides ample opportunities to connect with industry professionals and expand your network, enhancing your career trajectory within a reputable organization.

Employment Type: Full-Time

Apply Now
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