Client Coordinator

Team D3 - Now Symetri; Green Bay (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

2 weeks PTO annually plus flexible paid time off

Company group health insurance

401K Program with matching

Short-term & Long-term Disability included

401(k) with company match

Job summary

A technology consulting firm in Green Bay is seeking an Entry Level Client Coordinator to facilitate client communication and assist outside sales teams. The ideal candidate has a Bachelor's Degree and 2+ years in tech sales, with proficiency in Microsoft Office and CRM systems. This full-time position offers competitive benefits and opportunities for growth.

Qualifications

• 2+ years of tech sales-related experience.
• Experience with design-build products and/or sales (Autodesk, Bluebeam, ESRI).
• Background in SAAS software deployment.

Responsibilities

• Act as liaison between the organization and the client.
• Facilitate client communication and coordinate contracts.
• Assist clients in the use of Autodesk account.
• Promote adoption of three-year agreements.
• Maintain compliance with Autodesk order processing.

Skills

Microsoft Office

CRM Systems

Communication Skills

Team Collaboration

Project Management

Communication

Travel willingness

Education

Bachelor's Degree or equivalent work experience

Tools

CRM software

Sales tools

SAAS deployment

Job description

Symetri is an Autodesk Platinum Partner that consults with manufacturers to design better products and get to market faster by leveraging best-in-class engineering, design, process automation, and data management technologies.

Job Summary

The Client Coordinator works with the outside sales teams to ensure timely quotes for renewals and new subscriptions. The Client Coordinator will demonstrate a passion for client success by focusing on supporting customers through all levels of the sales process including onboarding, customer service calls, contract renewals and account changes.

Essential Functions

• Act as liaison between the organization and the client
• Meet with Sales Reps to review upcoming renewals and plan ahead
• Facilitate client communication
• Coordinate consolidation of contracts
• Promote adoption of three-year agreements
• Maintain compliance with Autodesk standard practices for order processing
• Knowledge of Autodesk policy changes concerning renewal and new software purchases
• Assist in organization of account hierarchies
• Assist clients in use of Autodesk account
• Facilitate Symetri US standard operating procedures throughout customer engagement process
• Perform additional duties as requested or assigned

Required Knowledge, Skills, Abilities, and Other Characteristics

• Skilled in Microsoft office products, particularly Excel
• Knowledge of CRM systems
• Experience w/ design-build products and/or sales (Autodesk, Bluebeam, ESRI, etc.)
• Ability to organize and manage multiple large projects simultaneously
• Excels working in a team environment
• Exceptional communication, collaboration, and interpersonal skills
• Willingness to travel when needed

Required Education, Experience, & Certifications

• Bachelor's Degree or equivalent work experience
• 2+ years of tech sales-related experience
• Background in SAAS software deployment

BENEFITS

• 2 weeks PTO annually plus flexible paid time off
• Standard Holidays
• Company group health insurance, nominal fee for employee coverage
• Short-term & Long-term Disability included
• 401K Program with D3 matching up to 4% of your base salary
• Eligibility of Benefits as follows:
• Insurance coverage(s), paid holidays, 401k, vacation starts the first of the month following 30 days of employment

EOE/Veteran/Disabled

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

Industries

Software Development