Client Support Specialist

WeCo Core ValuesEach member of the WeCo Staff Team embodies and brings to life these Core Values in our work and interactions: We are experts: We apply our expertise to everything we do and to how we communicateWe are determined: We find creative and effective solutions to every problemWe have positive accountability: We are responsible and grow from the lessons our mistakes offer.We grow: We are eager to learn, adapt and innovate. We contribute: We are motivated by the lives we change with our work and how we deliver it. We are honest: With ourselves and others, even when its hard. (Take a gander at our candor)We belong: We are part of a team. We uplift and support each other, our clients and anyone we connect with.Team Environment and Perks WeCos teams thrive in a welcoming, inclusive, and respectful work environment. We are made up of individuals who represent a wide variety of backgrounds. Professionals with disabilities make up 80% of our team. We value our differences and view them as a skill set in delivering upon our unique services and mission. Perks include:Robust work from home programFlexible work hoursPersonal time off programBenefits package which may include healthcare, dental, 401K, food cooperative memberships.Generous paid holidays throughout the year (including one week in December)Robust reasonable accommodation for professionals with disabilities.Company paid training and ongoing education.Annual company logo apparel stipend.Encouragement to take ownership of your role, and pride in your work.A level of deep professional trust between coworkers.Our MembershipsInternational Association of Accessibility Professionals (IAAP) Member OrganizationDisabilityIn Disability Owned Business Enterprise (DOBE)Women Owned Business Enterprise (WOBE)National Organization on Disability Leading Disability Employer (2019 to present)Position PurposeThis is a full-time position that requires a detail-oriented individual who is skilled at keeping processes moving efficiently. The ideal candidate is comfortable translating notes into clear documentation, maintaining accurate CRM records, and preparing polished client-facing materials. Success in this role does not depend on deep sales experience, but rather on reliability, effective communication skills, responsiveness, and a consistent commitment to supporting both clients and internal team members.This position may be considered as a WeCo Career Development RoleBased upon WeCos mission of moving talented individuals into professional employment, this role may be considered as a WeCo Career Development Role. This means that training provided by WeCo would be required to remain in this role, and an agreement to serve in the role for designated time period, to ensure the WeCo receives benefit from an employees work, equivalent to the cost of training, may be required. Key ResponsibilitiesMaintain accurate and current CRM records, including Accounts, Contacts, Opportunities, timelines, and meeting notes.Generate clear, error-free client proposals, quotes, and Scopes of Work using WeCo templates.Respond to client inquiries the same day and route requests to the correct members of the team.Follow up consistently with clients and prospective clients to support ongoing conversations.Create reports from the CRM to support sales forecasting and decision-making.Participate in continuous training and collaborate with teammates to improve internal processes and client experience.Desired ResultsYour CRM data is always accurate, organized, and up to date at all times.Your clients proposals and documents are completed ahead of schedule and are polished, error-free and client-ready.Clients receive a fast, friendly, human-centered experience interacting with you.Team members view you as reliable, collaborative, and supportive.Your work style demonstrates a love of learning, taking on new challenges, and finding solutions with healthy curiosity and professionalism.You embody an enthusiasm for WeCos mission, working with team members with disabilities, and a strong alignment with WeCos Core Values Skills, Traits and CompetenciesEducationAssociate, Vocational or Trade School Degree or above (documented successful experience in customer-facing role may replace this requirement)ExperienceProfessional experience demonstrates good organizational skills.Excels at tracking and managing data.Takes pride in responsiveness and is meticulous about follow-up.2 years experience working in direct contact with customers. 2 years experience working with CRM preferred. (Salesforce and Monday.com a plus.)Project management experience (training may be provided as part of a career development role.)Specialty FocusIntermediate mastery of Microsoft Office 365 Tools: Outlook, Word, Power Point and Excel (training may be provided as part of a career development role.)CertificationsMicrosoft Office and/or CRM certifications a plus but not required (training may be provided as part of a career development role.)AchievementsPrevious awards or recognition for customer service is a plusApplicant Preferred Skills, Traits and CompetenciesHas past experience working positively in a virtual office.Comfortable working with coworkers with disabilities.Thrives on client contact and enjoys relationship building.Joyful and tactful collaborator.Supports and can be supported.Self-starter who can also work adeptly within a team.Other Information regarding this roleCompensation$23-$30 per hour, depending upon the skills and experience of the applicant. For Career Development Roles, because professional training would be provided by WeCo, the hourly wage may be lower.Position Length and Time CommitmentThis is a permanent full-time position with a commitment of 40 hours per week. Location This role will be performed remotely but may require attending meetings and working groups once or twice a week in our Stillwater, Minnesota office. Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to perform work at a desk or workstation and should have the ability to communicate in some way. Work EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.This role will be performed remotely with some weekly in office requirement if the successful candidate resides in the Minneapolis/St. Paul Minnesota area. If working at our offices, the noise level in the work environment is usually quiet.   recblid fk99gu002suhgtwqaxzn0z7c2o3ky5