Sales & Client Support Coordinator

Ideal Image; Englewood (OH); On-site; USD 42,000 - 56,000; Full time

Job summary

Ideal Image is seeking a Sales & Client Support Specialist to help the sales team by managing customer relationship data, coordinating documentation, and enhancing the client experience from proposal to post-installation follow-up.

You will maintain the CRM, support the sales team with proposals and quotes, coordinate 3D Video Walkthroughs, prototype meetings, and operate closely with cross-functional teams to ensure a smooth, professional customer journey.

Qualifications

• Associate's degree or equivalent work experience preferred but not required.
• Experience with CRM software preferred.
• Experience with Microsoft Office Suite and data management.

Responsibilities

• Manage and maintain the CRM system with accurate customer information and reporting.
• Provide administrative support and coordinate sales proposal documentation.
• Coordinate the Client Gift Program and post-installation follow-up activities.
• Support scheduling and coordination of 3D Video Walkthroughs and prototype meetings.
• Assist with process improvements to enhance customer service and sales operations.

Skills

Organizational skills

Written and verbal communication

Attention to detail

Independent working with cross-team

Customer-focused attitude

Education

Associate's degree or equivalent

Tools

CRM software

Microsoft Office Suite

Job description

Job Details

Job Location: Ideal Image Inc - ENGLEWOOD, OH 45322

Position Type: Full Time

Job Shift: Day

Job Category: Sales

Position Summary

The Sales & Client Support Specialist plays a key role in supporting the sales team by managing customer relationship data, coordinating sales documentation, enhancing the client experience, and assisting with strategic initiatives. This position requires exceptional organizational skills, attention to detail, strong communication abilities, and a proactive approach to ensuring a seamless customer journey from project proposal through post-installation follow-up.

Essential Responsibilities

Customer Relationship Management

• Manage and maintain the CRM system, ensuring accurate customer information through ongoing data entry, updates, and database maintenance.
• Maintain organized customer records and support reporting needs for the sales team.

Sales & Administrative Support

• Provide administrative support to the sales team to improve efficiency and responsiveness.
• Coordinate sales proposal documentation, including:
  • Brand-specific cover sheets
  • Brand-specific Terms & Conditions
  • Signature pages
  • Ideal Image branding materials
• Assist with preparing sales documentation and coordinating quote packages based on sales team requirements.

Client Experience & Customer Care

• Coordinate the implementation and ongoing management of the company's Client Gift Program.
• Establish and administer a 60-day post-installation Customer Care Follow-Up Program designed to:
  • Ensure overall client satisfaction
  • Identify and resolve concerns or warranty-related issues
  • Strengthen long-term customer relationships
  • Improve the overall customer experience

Project Coordination

• Assist with scheduling and implementation of the company's 3D Video Walkthrough initiative.
• Support Graphic Program through coordination and administrative assistance.
• Maintain and manage Clean Care & Warranty QR codes used in production.

Prototype Room & Meeting Coordination

• Assist with preparation and coordination of prototype rooms for:
  • Internal meetings
  • Client presentations and visits
  • Production reviews
  • Design review meetings
• Help ensure presentation spaces are organized, professional, and client-ready.

Special Projects

• Support additional projects, company initiatives, and cross-functional assignments as directed.
• Assist with process improvements that enhance customer service, sales operations, and organizational efficiency.

Qualifications

• Associate's degree or equivalent work experience preferred but not required.
• Experience with CRM software preferred.
• Experience with Microsoft Office Suite.
• Excellent organizational, time management, and multitasking skills.
• Strong written and verbal communication abilities.
• High attention to detail and accuracy.
• Ability to work independently while collaborating effectively with cross-functional teams.
• Professional, customer-focused attitude with excellent interpersonal skills.

Preferred Skills

• Experience supporting a sales or project management team.
• Familiarity with customer service best practices.
• Ability to prioritize multiple projects in a fast-paced environment.
• Experience coordinating meetings, client presentations, or marketing initiatives.
• Comfortable learning new software and technology platforms.

Key Competencies

• Organization and Planning
• Customer Service
• Communication
• Problem Solving
• Attention to Detail
• Team Collaboration
• Initiative and Accountability
• Adaptability