Client Account Coordinator
5 days ago
**About The Role**
As an Account Coordinator at Netdigix System Inc., you will play a key role in supporting the coordination of client relationships and their business needs. Your primary responsibility will be to serve as a liaison between our organization and clients, assisting in advocating for their interests and ensuring satisfaction with our services. Reporting directly to the CEO/Owner, you will contribute to upholding company policies and procedures while supporting high standards of service delivery and client engagement.
In this dynamic role, independence, business understanding, and strong client service skills are essential. You will support the delivery of insightful guidance to clients, assisting in aligning their business objectives with our portfolio of IT solutions. Your organizational skills will be crucial as you assist in tracking client work, service calls, and related documentation, ensuring accuracy and timeliness in service delivery.
As a true team player, you will work closely with our internal service department to maintain a high level of client retention and satisfaction. Your ability to assist in fostering strong internal partnerships and effectively communicate client needs will be critical in ensuring seamless service delivery and exceeding client expectations. Additionally, you will engage regularly with our Virtual Chief Information Officers (vCIOs) to ensure that clients receive optimal service from the sales side of the business. By supporting sales strategies with client needs and objectives, you will play a crucial role in driving business growth and client success.
**Account Coordinator Attributes and Characteristics**
- Proficient in generating Quotes, Proposals, and RFP responses, leading internal teams in requirements gathering.
- Facilitate clear project status communication for management and project teams.
- Understanding and expertise in our technology stack, ensuring alignment with client requirements and business objectives.
- Proficient communication with client business owners and stakeholders, focusing on meaningful engagement and alignment of our solutions with their strategic goals.
- Maintain understanding of each client’s business context, needs, and IT landscape, translating insights into tailored service and product recommendations.
- Assist in monitoring market trends, competitors, and industry strategies, providing support to the team in gathering insights and preparing recommendations for clients.
- Support the tracking of client account activities within the PSA system, ensuring transparency and contributing to operational efficiency.
- Assist in coordinating with cross-functional teams to support the development and refinement of technology plans that align with client requirements and organizational goals.
- Assist in identifying emerging trends and supporting the development of initiatives that align with client and organizational objectives.
- Support the creation and implementation of a client touch plan and communication strategy to maintain strong client relationships and enhance satisfaction.
- Assist in implementing the client touch plan on our PSA recurring board/category to ensure consistency and track progress.
- Support leadership in prioritizing clients using the ABC Client Ranking methodology and assist in developing improvement plans to enhance client relationships and service delivery.
- Assist in creating and managing opportunities within the PSA system for procurement and sales requests, ensuring smooth handover to the sales department for further action.
- Support client interests on service issues by coordinating with the service team to address and help mitigate recurring issues through effective problem management practices.
**Position Responsibilities**:
- Client Retention and Client Satisfaction
- Coordinates our relationship with assigned clients and to that end, supports the vCIOs.
- Assists with the preparation of QBRs, when needed.
- General client engagement
- IT Infrastructure roadmap/budget attainment
- Service expansion/renewal
**Knowledge, Skills, and Abilities**:
- Proficiency in leveraging and adapting to technological advancements to meet evolving business needs.
- Ability to support the building and maintenance of strong client relationships, assisting as a point of contact and ensuring client needs are addressed effectively.
- Strong organizational skills to assist in managing multiple tasks efficiently, ensuring alignment with company policies and procedures.
- Effective communication skills, both verbal and written, to support clear and concise interactions with clients and internal teams.
- Experience supporting collaboration with internal departments to assist in ensuring seamless service delivery and client satisfaction
- Strong problem-solving skills, with the ability to support the prompt and effective resolution of client concerns.
- Commitment to continuous learning and professional developme
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