Client Engagement Coordinator
$8-15 USD / hour
We are seeking a proactive and detail-oriented Client Engagement Coordinator to join our growing accounting firm. This role is vital to driving client acquisition, fostering relationships, and ensuring a seamless onboarding experience for new clients. The ideal candidate will thrive in lead generation, conducting discovery calls, and managing client relationships while being motivated by commission opportunities for successful conversions and client retention.
Key Responsibilities:
-Lead Generation: Proactively identify and attract potential clients through networking, referrals, and outreach to grow the firm’s client base.
-Discovery Calls: Conduct initial consultations to understand potential clients' needs, assess their fit with our services, and communicate the value of our firm.
-Client Onboarding: Manage the onboarding process for new clients, including gathering necessary documents, coordinating with internal teams, and ensuring a smooth transition.
-Relationship Building: Develop and maintain strong client relationships to ensure long-term satisfaction and retention.
CRM Management: Maintain accurate and up-to-date records of client interactions and activities in the firm’s CRM system.
-Collaboration: Work closely with internal teams to align client onboarding and engagement efforts with the firm’s overall goals.
-Feedback Collection: Gather client feedback to improve service delivery and identify growth opportunities.
Ideal Skills:
- Sales experience
- Client relations experience
- Customer service experience
- Product knowledge
Please note that the main objective of these calls is to build a relationship with potential clients, rather than solely promoting our product or service.
Project ID: #38949508
About the project
27 freelancers are bidding on average $11/hour for this job
Hello Shantell W., I understand that you are seeking a Client Engagement Coordinator to establish strong initial rapport with potential clients through discovery calls. With my expertise in sales, client relations, a More
Hello Sir/Madam, I read your job description carefully and understood what you want to build now. I am a Social Media Marketing Expert and SEO Specialist. Especially I have more experience on Facebook/Instagram /Twitt More
Dear Shantell W., I’ve reviewed your project listing and believe my skills in Market Research, Marketing, Telemarketing, Sales and Internet Marketing make me a strong candidate. My profile contains further details abo More
Dear Shantell, I hope this proposal finds you well. I am Kartik, a professional freelancer specializing in digital marketing solutions. Your project for a Client Engagement Coordinator aligns perfectly with my experti More
Hello Shantell, I’m Kiran, A Social Media Marketing Manager with over 8 years of experience. I’d love to help with * Client Engagement Coordinator * by developing a customized strategy. I'll also provide examples of More
With my diverse skill set and years of experience in marketing and sales, I strongly believe I am well-suited to be your Client Engagement Coordinator. As an accomplished video editor, I understand the power of effecti More
⚠️ IF YOU'RE NOT HAPPY YOU DON’T PAY ⚠️ I think we are the perfect fit for your project. Understanding the importance of establishing great relationships with potential clients, our team excels in communication, clien More
Hi, What are the main needs you’d like to address during your discovery calls? Building relationships is key, and I can help you effectively assess client needs while introducing your services. With over 5 years in s More
I am an individual with a great experience in conversational skills and with the ability to asses individual interest. An additional skill added as my educational background gives me great knowledge towards great talki More
As an experienced freelance digital marketer, I have developed and implemented numerous successful strategies targeted at driving lead generation and increasing customer engagement. With over 8 years of experience spec More
Well I have worked in a similar role for around 3 years wherein my clients were based out of US andTaiwan.I understand the concept of SLA and client engagement as well .
With a decade of experience in providing top-tier virtual assistant services, Cassidy Frank is dedicated to helping businesses streamline their operations and enhance their digital presence. I have 10+ years of experie More
we are outsourcing company based in the US operating overseas, we specialised in cold calling and telesales we have experience for more than 10 years projects: - Solar lead generation - Real estate wholesaling (cold More
