Demo

Client Coordinator

Acroment Technologies
Cleveland, OH Full Time
POSTED ON 1/25/2025
AVAILABLE BEFORE 2/24/2025

Acroment Technologies is seeking qualified candidates for our Client Coordinator position at our West Side office. This role provides clerical and communication support for the sales and customer service areas of our business. This is an entry level position designed to familiarize you with our business. Our goal is to train then promote you to Account Manager within two yearsThis is a dynamic position involving sales, customer service, and communications.

 

Core Responsibilities 

  • Learn our product stack and service delivery procedures 
  • Track all account activity in our Professional Services Automation (PSA) system 
  • Proactively identify and take action on agreement renewals 
  • Create opportunity (records), when appropriate and follow-up activities 
  • Utilize our sales quoting tool to create, review and deliver proposals to clients 
  • Learn procurement procedures for order fulfillment 
  • Review proposals for completeness against client needs 
  • Ensure orders are completed in a timely and accurate manner 100% of the time. 
  • Facilitate meetings with clients, prospects and internal resources. (Scheduling, prepare agenda, gathering needed materials, follow-up) 
  • Maintain a client by client task list of follow up items 


Additional Responsibilities 

  • Complete all required training (product, tools, software, procedures etc) 
  • Adhere to cybersecurity standards 
  • Collaborate on workflow and procedures for client meetings


Preferred Skills and Experience 

  • Ability to effectively communicate with business owners in a meaningful way 
  • Deep working knowledge of Microsoft Office (Word, Excel, PowerPoint) 
  • Proficient in the use of personal technology (Computers, laptops, mobile devices) 
  • Enjoys helping people to the extent that no problem is considered mundane, no matter how simple the solution  
  • Enjoys sharing information, supporting others, and working on a team to achieve team goals  
  • Highly organized, detail oriented, goalsetting 
  • Bachelors or Associates Degree preferred
  • 1 year of prior job experience in a customer service role 

    Salary : $40,000

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