Client Coordinator

Job Overview:
West Central Technology is looking for an enthusiastic Client Coordinator to join our growing
sales team. This role provides clerical and communication support for the sales, procurement,
and customer service side of our business. This is an entry level position, but is a dynamic
opportunity designed to familiarize yourself with our business. Success in this role will help our
business be more efficient, service our clients better, and grow as an organization.

Company Description:
West Central Technology is a dynamic IT Support and Services Company with the need for
dynamic individuals to help us manage and grow the company.
At West Central Technology our mission is to continuously innovate with a growth mindset as a
team. We are motivated to being a positive force in our community, fostering growth and
excellence in everything we do.

We are seeking to hire someone who strives to demonstrate our core values:
Understanding: We approach all situations with kindness, patience, and respect. Our focus is
on fostering stronger relationships and delivering positive outcomes for both our clients and
our team.
Integrity: We hold ourselves accountable for our actions and stay true to our ethical principles.
Honesty and transparency are at the heart of everything we do.
Pride: We take immense pride in delivering exceptional work every day. Our dedication,
attention to detail, and sense of ownership drive us to go above and beyond in all that we do.

Responsibilities:
- Learn West Central Technology's product deck, as well as our department's service and
sales procedures.
- Answer calls for the sales department and oversee the sales board to ensure tickets are
assigned.
- Track account and opportunity activity in our Professional Services Automation system
and or CRM.
- Maintain client documentation and follow up with client requests as needed.

- Support the sales quoting process by initiating quotes, sourcing products through
vendor collaboration, and providing essential communication for service and
procurement teams to proceed.
- Accurately log sales activities and update quote stages when engaging with assigned
clients daily.
- Manage the Renewal Tracker system. Proactively make sure upcoming renewals are
communicated and quoted to the client in a timely manner.
- Assist the Procurement team in receiving orders, tracking order statuses, and finding
alternative products if there are supply chain issues.
-Facilitate meetings and conversations with clients, prospects, and internal resources.
This may include scheduling, preparing an agenda, gathering materials and follow-up.
- Monitor and update sales opportunities.
- Assist Finance team in calling clients with past due invoices and help facilitate billing
questions from clients.
- Assist with Marketing team with sales events and maintaining deliverables.
- Comply with all organizational business policies, workflow processes, and
documentation practices.
- Maintain a healthy team-oriented and motivated office culture.
- Ensure the confidentiality of customer information.
- Keep up with training and certification requirements.
- Maintain cleanliness of work area.
- Perform additional duties as needed.
- Follow direction of Sales Leadership and C-level personnel

Necessary Skills and Qualifications:
- Effective communication and presentation skills, with the ability to engage stakeholders
at all levels of an organization in a meaningful way (for both clients and co-workers).
- Strong teamwork skills and the ability to collaborate effectively with colleagues to
achieve common goals.
- Self-motivated and results-oriented, with a passion for driving business growth and
exceeding targets.
- Ability to quickly learn new technologies and gain a strong understanding of IT
infrastructure, cloud services, cybersecurity and other relevant technology solutions.
- Strong organizational skills and attention to detail, with the ability to manage multiple
requests and tasks simultaneously.
- Proficient in basic office programs (Word, Excel, OneNote, PowerPoint, SharePoint, etc.)
- Ability to work during normal business hours (Limited Remote
Work is allowed). Provide coverage to the sales team and travel as needed.

- Support the sales quoting process by initiating quotes, sourcing products through
vendor collaboration, and providing essential communication for service and
procurement teams to proceed.
- Accurately log sales activities and update quote stages when engaging with assigned
clients daily.
- Manage the Renewal Tracker system. Proactively make sure upcoming renewals are
communicated and quoted to the client in a timely manner.
- Assist the Procurement team in receiving orders, tracking order statuses, and finding
alternative products if there are supply chain issues.
- Facilitate meetings and conversations with clients, prospects, and internal resources.
This may include scheduling, preparing an agenda, gathering materials and follow-up.
- Monitor and update sales opportunities.
- Assist Finance team in calling clients with past due invoices and help facilitate billing
questions from clients.
- Assist with Marketing team with sales events and maintaining deliverables.
- Comply with all organizational business policies, workflow processes, and
documentation practices.
- Maintain a healthy team-oriented and motivated office culture.
- Ensure the confidentiality of customer information.
- Keep up with training and certification requirements.

Salary : $19 - $24