Client Service Coordinator

Reports to: Client Partner

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 administrative duties as needed.

Company Information

FranklinCovey is a global company specializing in performance improvement. We help organizations achieve results that require a change in human behavior. It draws from FranklinCovey’s expertise in seven areas: Leadership, Execution, Productivity, Trust, Sales Performance, Customer Loyalty, and Education.

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 from clients and Client Partners all details of client programs 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 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.