Title: Education Client Services Coordinator
Reports to: Education Director of Operations
The primary role of the Client Services Coordinator is to provide service and support for Education 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 administrative duties as needed. Through training, this individual will acquire expertise on FranklinCovey offerings including tools, work sessions and training components for our solutions. To learn more about our Education Solutions, please visit www.theleaderinme.org.
Essential Job Functions
Coordinate accurate and timely delivery of various aspects of company seminars: seminar materials, appropriate presenter, client profiles or assessment tools, a/v materials, etc.
Gather all details of client programs from clients and Client Partners and enter into the network system.
Follow through with all aspects of client programs.
Support clients by researching and answering questions regarding curricula, pricing, facilitator training, invoicing, delivery of product and account adjustments.
Maintain client (facilitator) databases.
Process client orders for products and/or custom programs.
Calculate and process final invoicing related to client programs.
Initiate and monitor the client-licensing process.
Send promotional materials to clients and prospective clients; present various program and product options to interested clients.
Send pre-work materials to clients prior to their attendance at in-house facilitator training.
Ensure smooth customer experience from point of sale through close and follow up.
Arrange business development meetings and other client meetings.
Assists Client Partners with tracking sales through Assist and Excel.
Prepare & design proposals to meet client needs in coordination with Client Partners.
This position requires a minimum of 2+ years of administrative/sales support experience plus some college. 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 FranklinCovey programs and content.
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”.
Visit our website at www.franklincovey.com for more information regarding our organization.