Client Success Coordinator

4 days ago


Quezon City, National Capital Region, Philippines Intelligent Technical Solutions (ITS) Full time

Key Responsibilities

  • Uncover new business opportunities with existing clients and grow accounts within the assigned territory.
  • Develop and present solutions based on customers' business requirements.
  • Understand various delivery methods for solutions and anticipate what will work best for clients.
  • Analyze client needs and create supporting documentation.
  • C-coordinate and prepare Strategic Business Reviews (SBRs) by compiling necessary client data, preparing presentation materials, and organizing prep sessions for the pod members.
  • Maintain accurate client records, including contact details, service tickets, SBR schedules, and ensure opportunities are tracked and updated.
  • C-call clients weekly to maintain engagement and satisfaction.
  • C-coordinate meetings, appointments, and other touchpoints for client engagement.
  • Generate quotes by sourcing product costs and overseeing the order process from creation to client approval and follow-up.
  • Use company CRM and knowledge management tools to provide various levels of sales reporting.
  • Manage quotes and orders, ensuring accuracy and timely follow-up.
  • Support the sales process by updating ticket boards, tracking proposals, and coordinating with purchasing on order-related inquiries.

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