Client Intake and Processing Specialist

2 months ago

Plattsburgh, United States Plattsburgh Creative Signs Full time
Benefits/Perks
  • Part of a establish organization in business since 1982
  • Clean state of the art facility
  • Paid Time off
  • 401K
  • Dental & Eye care plans
  • Heath care plan
Job Summary

Converts sales leads into clients through a process of analyzing customers' needs, set up account, Assist providing feed back to clients, facilitating successful customer transition from sales to production, writing and facilitating change orders, and ensuring referral source retention and customer satisfaction via quality control process. Assist in the production and custom service process as needed.

Responsibilities

Client intake and organization. He/she coordinates the sales process to see that a client wants and needs properly communicated to the team so their objectives can be fulfilled. He/she helps to manage the client initial experience with the company and its employees. Other duties may be assigned, that may or may not include the following: pick-up & delivery of materials, supplies, signs, etc. File generation, follow-up on proofing with customers, lead generation activities which will include early morning or evening meetings.
  • Ensure all estimates produced reflect scope of work required by the customer.
  • Ensure all client intake is set up in the system in a timely manor
  • Ensure necessary briefing with assigned Project Manager is completed for each job sold.
  • Ensure all sales paperwork is organized and job progress is maintained so as to meet management and customer expectations.
  • Ensure company adopted customer service principles are understood and implemented through the sales processes.
  • Ensure all customers are satisfied with services performed.
  • Ensure all incoming calls and or walk-in activities are set up to move through the system to be followed up promptly.
  • Ensure all authorizations are obtained prior to work beginning and proper procedures are followed when funds should be collected on jobs.
Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Team player
  • Possess high school diploma or equivalent.
  • Possess clean valid Drivers License.
  • Minimum of three years experience in the position of Custom service and client intake or equivalent experience.
  • Excellent communication skills, including ability to present and speak in public.
  • Ability to exercise integrity, at the moment of choice and think/reason strategically.
  • Ability to read, analyze and interpret job estimates and reports.
  • Advanced computer skills including software, hardware, programs, and application.
  • Ability to calculate figures and amounts such as discounts, interest, mark-up, percentages, area, and volume.
  • Ability to apply concepts of basic algebra and geometry.
  • Ability to read and interpret documents such as map reading, safety rules, and procedure manuals.
  • Ability to write routine reports and correspondence.
  • Ability to speak English effectively with customers, employees, or the public in general.


Compensation: $17.00 - $19.00 per hour

Plattsburgh Creative Signs, LLC

Is a privately owned and operated, full-service sign manufacture and sales company based in Plattsburgh, NY since 2020. Our business is focused as a full-service sign company. Our key advantages are the working conditions of our state-of-the-art facility and alliances with over 340 of North America's finest sign makers. Our company provides a great fit for anyone looking to enjoy the outdoors and the four (4) seasons. Plattsburgh is in a prime location for beautiful camping, hiking, skiing and boating, just an hour from Montreal, on the foothills of New York's Adirondack Mountains, and the shorelines of America's 5th great lake, Lake Champlain. Our corporate culture is both employee and customer friendly, focused on providing our customers with honest, high-quality signage with a professional exceptional buying experience. We offer proactive training programs and are aligned with the top manufactures, suppliers and organizations in the Sign & Graphic industry.

Plattsburgh Creative Signs is a new local sign company connected to a national network of sign makers. Our culture is one that values relationships, fosters professional and personal growth and one that focuses on delivering excellence to our customers. We are a company that values the communities we live and work in. As such, we strive to positively impact and bring value to those we meet and to those we do business with. We know how to work hard while enjoying what we do.

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