Demo

Customer Client Executive

Knauss Property Services
Indianapolis, IN Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 3/20/2025

bout Us

We are a forward-thinking and rapidly growing Commercial Exterior Service company committed to operational excellence and outstanding client service. We are looking for a strategic, business-minded Client Customer Executire to drive efficiency, maintain organizational systems, and ensure seamless communication across our workflows.

Key Responsibilities

  • Strategic CRM Management:
  • Leverage Jobber CRM or a similar platform to streamline client relationships and optimize business operations.
  • Maintain and analyze data to identify patterns, enhance workflows, and support business decisions.
  • Proactively recommend improvements to CRM usage and data management practices.
  • Workflow Leadership:
  • Manage and oversee workflow continuity by utilizing phone communication to provide timely updates to clients, vendors, and internal teams.
  • Monitor job progress, anticipate potential delays, and implement solutions to maintain efficiency.
  • Act as a key coordinator to ensure all team members are aligned with current project goals.
  • Administrative Excellence:
  • Execute notarization duties (if applicable and certified) with precision.
  • Maintain organized systems and records, ensuring compliance with company policies and procedures.
  • Take ownership of business systems and ensure adherence to established protocols while identifying areas for process improvement.
  • Collaborative Problem-Solving:
  • Serve as the operational hub between leadership, clients, and field teams, fostering clear communication and a shared understanding of objectives.
  • Contribute to strategic discussions about improving processes, customer experience, and operational performance.

What We’re Looking For

  • A proactive, business-oriented professional with a strategic mindset and the ability to see the bigger picture while managing the details.
  • Proven experience with Jobber CRM or similar platforms.
  • Strong phone communication skills and the ability to build rapport with clients.
  • Exceptional organizational skills and the ability to adapt and manage multiple priorities.
  • A commitment to process excellence and continuous improvement.
  • Notary certification (or willingness to obtain certification) is a plus.
  • Familiarity with workflow management and office administration.
  • Proficiency in MS Office Suite or similar tools.

Why Join Us

  • Be part of a high-performing team that values innovation, strategic thinking, and results.
  • Competitive pay with opportunities for leadership development.

How to Apply

If you’re a results-driven, business-savvy professional who thrives on creating and managing efficient systems, we want to hear from you. Please send your resume and a cover letter detailing your experience in CRM systems, workflow optimization, and strategic office management to matt.tandal@propertyservices.com

Job Types: Full-time, Part-time

Pay: $23.00 - $28.00 per hour

Expected hours: 20 – 40 per week

Schedule:

  • 4 hour shift
  • 8 hour shift
  • Day shift
  • Monday to Friday
  • No weekends

Supplemental Pay:

  • Bonus opportunities
  • Quarterly bonus

Work Location: In person

Salary : $23 - $28

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