Client-Coach Match Specialist

FERRY INTERNATIONAL LLC; Santa Ana (CA); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Collaborative culture

Growth opportunities

Casual office environment

Disability accommodations

Job summary

Ferry International is seeking a Customer Service Representative in Santa Ana, CA to connect clients with the right coaches. You will assess client needs, understand coaches’ strengths, and manage placements and transfers while maintaining the Coach Availability Log.

You’ll spend about 5% testing new matching ideas, while ensuring accuracy and timely communication with clients and coaches. Strong Salesforce experience and organizational skills are essential for success.

Qualifications

• Bachelor’s degree or a minimum of three years of relevant experience and/or training.
• Strong attention to detail and excellent follow up skills.
• Ability to collaborate effectively with others to achieve desired results.
• Ability to manage, organize, and update relevant information using Salesforce and other company systems.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to exercise sound judgment and work independently.
• Strong written and verbal communication skills.
• Strong working knowledge of Microsoft Office, including intermediate to advanced Excel skills.
• Experience with Salesforce or another CRM system is a plus.

Responsibilities

• Match Clients with the Right Coach using client needs, assessments, and preferences.
• Learn and understand coaches’ strengths, skills, and coaching styles for informed recommendations.
• Use assessment tools where appropriate to support matching.
• Follow up with clients to gather needed information for placements.
• Manage placements and coach transfer requests promptly and professionally.
• Maintain the Coach Availability Log and ensure information is current.
• Identify trends in placements/transfers to improve the matching process.
• Collaborate with internal teams to enhance client placement experiences.

Skills

Attention to detail

Follow-up skills

Collaboration

Organization

Judgment and independence

Written and spoken communication

Excel (intermediate-advanced)

Education

Bachelor’s degree or 3+ years related experience

Tools

Salesforce

CRM systems

Microsoft Excel

Job description

Ferry International is seeking a Customer Service Representative in Santa Ana, CA to connect clients with the right coaches. You will assess client needs, understand coaches’ strengths, and manage placements and transfers while maintaining the Coach Availability Log.

You’ll spend about 5% testing new matching ideas, while ensuring accuracy and timely communication with clients and coaches. Strong Salesforce experience and organizational skills are essential for success.