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Client Engagement Coordinator

2 months ago

Lexington, Kentucky, United States Paul Davis Company Owned Store Full time
Join the Paul Davis Team

Position: Client Success Manager
Salary: $65,000 - $75,000 per year

Are you eager to make a difference in your community while being part of a diverse and inclusive organization? At Paul Davis, we offer a dynamic and expanding industry environment that supports your personal and professional growth.

Role Overview:
The Client Success Manager plays a crucial role in nurturing and sustaining relationships with key stakeholders and accounts to enhance our commercial operations. This position focuses on three primary objectives: elevating the Paul Davis brand visibility, advocating for our services, and fostering industry connections.

Key Responsibilities:
  • Develop and maintain a comprehensive list of property and facility managers within commercial establishments.
  • Engage in proactive outreach to potential business clients through various communication methods.
  • Conduct B2B sales targeting clients in the commercial property sector requiring restoration services.
  • Arrange face-to-face meetings with prospective commercial clients.
  • Strengthen and expand existing commercial relationships.
  • Document and track weekly activities and scheduled meetings.
  • Formulate and implement sales policies, principles, and procedures.
  • Maintain a detailed log of commercial client contacts and sales pipeline.
  • Analyze market trends to determine optimal sales strategies.
  • Coordinate and promote company events related to marketing initiatives, including seminars and community outreach.
  • Assist with documentation for significant projects.
  • Monitor and report sales data using our primary operating system.
  • Collaborate with regional marketing teams to enhance local office visibility.
  • Conduct market research to support lead generation efforts.
  • Participate in team meetings and company training sessions.

Required Skills and Qualifications:
  • Proficiency in Microsoft Office Suite and CRM systems.
  • Strong customer service and administrative skills.
  • Effective time management and meeting facilitation abilities.
  • Assertive and self-motivated with strong sales skills.
  • Ability to learn and utilize our primary operating systems.
  • Capability to coordinate marketing events effectively.
  • Excellent communication skills, both verbal and written.
  • Ability to work independently and maintain confidentiality.

Education and Experience:
  • High school diploma or GED required.
  • Minimum of two years in an outside sales role.
  • At least one year of experience in customer service.

Preferred Qualifications:
  • Associate or bachelor’s degree in marketing, business, or a related field.
  • Experience in the restoration, construction, or insurance sectors.

Physical Requirements:
  • Ability to remain stationary for extended periods.
  • Occasional lifting of up to 10 lbs.

Work Environment:
The role primarily involves indoor work, with occasional outdoor activities. Employees may experience varying temperatures and noise levels.

Travel Requirements:
Local travel may be necessary based on job duties.

Equal Opportunity Employer:
Paul Davis Restoration is committed to providing equal employment opportunities to all individuals, regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law.