Client Success Specialist: Relationship & Operations Pro

Loffler Companies; Minnesota; On-site; USD 50,000 - 70,000; Full time

Job summary

Loffler Companies is seeking a Client Support Specialist to be the go-to liaison for sales teams and customers. You will coordinate requests, manage accounts in CRM, and support order processing and project coordination to ensure client satisfaction.

The role emphasizes relationship building, multi-tasking in a fast-paced setting, and proficient use of Microsoft Office tools. A structured, team-oriented environment awaits.

Qualifications

• Bachelor's degree preferred but not required.
• Experience in the industry preferred but not required.
• Proven track record in this or related roles.

Responsibilities

• Serve as the key focal point for day-to-day operations, addressing client inquiries, resolving issues, and ensuring client satisfaction.
• Advocate for the customer within the company, ensuring their needs and feedback are communicated effectively to relevant teams.
• Develop account relationships in support of the primary sales representative.
• Utilize CRM tools to look up, enter and manage critical account information into the database, including EDA competitive information and account/territory alignments.
• Provide support to sales reps on the order process: utilizing the quoting tool for copier and printer orders, prepping documents, and ensuring accuracy of all sales-related paperwork.
• Manage large installation projects to support the sales, software, logistics and training needs of clients.
• Develop client relationships and trust with Loffler clients: capable of face-to-face interaction and leading a meeting agenda; proficient communication and writing skills.
• Coordinate the RFP process – coordinating internal meetings, compiling answers and formatting the final document.
• Using a closed-loop process, respond to miscellaneous customer issues, billing issues, supply orders, service escalation and engage with internal and external customers.
• Respond to customer requests and coordinate issue resolution with internal teams.
• Sales Manager Support: attend team meetings; assist with promotions; assist with priority accounts; competitive watch/information etc.
• Proficient in Microsoft Excel preparing account reviews and print management assessments.
• Prepare sales proposals.
• Submit dealer paperwork and data entry points, for various manufacturer programs.
• Responsible for understanding, staying updated on, and abiding by the Employee Handbook as written.
• Other related duties as assigned.

Skills

Teamwork

Integrity

Accountability/Ownership

Collaboration

Commitment/Perseverance

Product Knowledge

Client Relationship Management

Business Acumen

Organizational Skills

Education

Bachelor's degree

Tools

Excel

PowerPoint

Word

Outlook

CRM tools

Job description

Loffler Companies is seeking a Client Support Specialist to be the go-to liaison for sales teams and customers. You will coordinate requests, manage accounts in CRM, and support order processing and project coordination to ensure client satisfaction.

The role emphasizes relationship building, multi-tasking in a fast-paced setting, and proficient use of Microsoft Office tools. A structured, team-oriented environment awaits.