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Client Services Coordinator

2 months ago

Orange, California, United States Fortis Fire & Safety Inc. Full time
Position Overview

At Fortis Fire & Safety Inc., we are dedicated to delivering top-tier fire protection solutions throughout the United States. Our expanding presence is evident in various states, and we continuously seek to enhance our offerings.

Our team comprises specialized and certified professionals committed to safeguarding our clients' properties through expertly installed and maintained fire and life safety systems.

Employee Benefits:

  • Two weeks of paid vacation
  • One week of paid sick leave
  • Ten company-paid holidays
  • Additional paid time off (jury duty, bereavement)
  • Competitive salary
  • 401k plan with company matching
  • Medical, dental, and vision coverage
  • Company-sponsored life insurance
  • Short-term disability coverage at no cost
  • Options for supplemental long-term disability and life insurance
  • Legal and pet insurance
  • Opportunities for career advancement

Role Summary:

The Sales Support Specialist plays a crucial role in providing administrative assistance to our exceptional service sales team. This position collaborates closely with the VP of Sales and the Service Operations Manager to enhance sales performance while ensuring superior client communication, quality, and productivity.

Our aim is to establish a reputation as a premier service provider in the industry.

Key Responsibilities:

  • Exhibit a goal-oriented mindset with a solid understanding of sales and customer service best practices.
  • Support sales efforts to ensure high levels of customer satisfaction, contributing to overall service business growth.
  • Allocate new client sales leads to representatives based on designated geographic areas or market segments.
  • Conduct preliminary evaluations and prepare new contracts/agreements for the service sales team, identifying potential risks and exposure clauses.
  • Assist in the administrative completion of large portfolio RFPs (Request for Proposals).
  • Maintain various client prequalification portals, ensuring all necessary information is current.
  • Handle inside sales for upcoming inspections and alarm monitoring renewals for designated accounts.
  • Facilitate the transition of existing agreements to new owners/clients and support the execution of new agreements during ownership changes.
  • Manage reports and job statuses for key account clients.
  • Coordinate client presentations, industry events, and educational sessions.
  • Prepare and export monthly service revenue reports for the VP of Sales in preparation for commission calculations.
  • Foster a culture of continuous improvement by providing constructive feedback to team members.
  • Perform other duties as assigned.

Qualifications:

  • High School Diploma or GED required.
  • A minimum of two years of experience in fire protection inspection or monitoring sales, or equivalent administrative experience.
  • Familiarity with fire protection systems and/or alarm monitoring.
  • Experience with service industry software (e.g., Q360, ServiceTrade).
  • Proficiency in Microsoft Excel.
  • Strong attention to detail and accuracy.
  • Ability to manage multiple tasks and projects.
  • Excellent time management and organizational skills.
  • Effective communication abilities.

Preferred Qualifications:

  • Active notary public license.
  • Previous experience in billing, invoicing, or accounting.

Work Schedule:

This is a full-time position, typically requiring Monday through Friday availability for eight hours each day. Flexibility for additional hours or alternative schedules may be necessary based on business needs.