Client On-Boarding Coordinator

Details of the offer

**JOB DESCRIPTION**

**Position: Project Coordinator**

**Schedule: 9pm to 6am**

**Work set-up: On-Site (Clark, Pampanga)**

**Company Background**:
The client is a technology solution provider whose belief is that technology should make our lives easier.
They believe in utilizing simplified yet powerful technology to make a business more efficient, save money and increase end-user satisfaction.
They provide cutting-edge services including primary and backup internet, phone systems and phone service nationwide.
Through relationship with all major carriers, hosted phone systems, competitive pricing, great customer service and unlimited support, they are able to provide companies with 5 or more employees, internet, phone system and phone service throughout United States

**Duties & Responsibilities**:
Manage the day to day activies for all open projects, ensuring tasks are completed, project is moving along.
Running audit for sales team to provide serviceability

**Presales**: Work directly with our sales, support and accounting team to coordinate and gather information about potential clients and existing clients by calling previous carriers and finding out if the client is under contract or obligations, documenting all notes under projects/leads/client info within our business management platform, Utiliko.
**Installation**: Serve as the liaison among internal teams (Sales, installation, support, accounting) and client to ensure that project is moving along successfully.
This requires attending sales meetings to get Knowledge Transfer, relaying that information for parts to be ordered and installation team, support team to ensure proper numbers are ported, correct services are getting installed, keeping the client abreast of all upcoming installation dates and finally ensuring the previous services are disconnected from the old accounts of client and our accounting team starts billing of our new service.
Lastly, ensuring previous services of clients are cancelled and everything is fully documented.
Once projects are installed, ensuring we set up the client for billing in Utiliko, ensuring if there are any past due invoices, we contact the client and collect payments, answering calls and responding to client issues, creating support tickets for them, and routing those tickets to support staff.
Documentation of all responsibilities, creating training videos, taking charge of creating new workflows to make the company and process more efficient for both the Client and our company.
**Responsibilities**:
Presales: Work directly with our sales, support Key Performance Indicators (KPI)
- Audit o Run serviceability for sales team within 24 hours o Follow up with sales people on completed audits to ensure they have all the info needed
- Project Coordinator o Ensure projects are created based on signed agreements o Manage client on boarding calls o Order any hardware / equipment needed for project o Order Internet services o Coordinate with support team to setup FOC dates, schedule on-site & remote tech installation o Disconnect previous carriers on behalf of the customer o Send Project to Accounting team to ensure it is properly billed on time o Customer satisfaction survey to ensure everything has gone well and customer is happy
- Updating Comments / Status o Be sure to update ALL of your comments on the projects/tasks/tickets/etc so that other people are aware of latest status.
o Be sure to update the status of ALL modules within the system and accounting team to coordinate and gather information about potential clients and existing clients by calling previous carriers and finding out if the client is under contract or obligations, documenting all notes under projects/leads/client info within our business management platform, Utiliko.
**Tools of Trade**:

- CRM tools for documenting notes, leads, creating clients, agreements and etc.
**Skills Required**:

- EXTREMELY well organized & punctual
- Must be a self-starter, out of the box thinker, problem solver
- Positive mentality and thinking
- Great listener to drill down and find pain points

**Qualifications**:

- Experience in client on-boarding for at least 2 years.
- A commitment to excellent customer service.
- Excellent written and verbal communication skills.
- Superb interpersonal skills, including the ability to quickly build rapport with both customers and suppliers.
- Experience using computers for a variety of tasks.
- Able to work comfortably in a fast-paced environment
- Professional, well mannered, extremely well organized, self-motivated, hard (smart) working, reliable communication method (phone, internet), out-of-the-box thinking, & problem solver

**Benefits**:

- Company events
- Health insurance
- On-site parking
- Transportation service provided

Schedule:

- Night shift

Supplemental Pay:

- 13th month salary

Ability to commute/relocate:

- Angeles City, Pampanga: Reliably commute or planning to relocate before starting work (required


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

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