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Customer Relations Coordinator

ISYS Solutions, Inc.
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JOB DESCRIPTION

 

Position Title:             Customer Relations Coordinator

Department:               Sales and Marketing                  

Reports to:                 Managing Director, Regional Sales & Accounts       

FLSA Status:             Exempt

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General Summary:

 

Proactively plans, schedules and conducts routine effective sales and marketing activities, to include actively selling to prospective customers/current customers by applying selling skills to move prospective customers/current customers successfully through the buying cycle towards usage/greater usage of ISYS services. Also, enthusiastically solicits business and communicates the value of ISYS’ services to target accounts/individuals. Sustains and increases sales outcomes among assigned accounts and territories in a manner consistent with ISYS’ corporate objectives, mission, values and “Hug Your Customer” philosophy.

 

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Essential Job Functions:

 

  • Closing sales and meeting sales targets
  • Generating new leads and effectively moving those leads through the sales cycle
  • Proficiency with Salesforce® ISYS CMA CRM system
  • Actively and consistently market and sell company services to current and potential customers.
  • Effectively communicate and demonstrate the value of ISYS’ case management and related services to accounts/individuals in various settings (business offices, tradeshows, offsite social events, etc.)
  • Research and identify suitable sales prospects and contact individuals by using both traditional and creative methods of obtaining information.
  • Diligently and resourcefully follow up on new leads and referrals.
  • Obtain, memorialize, and update appropriately salient account dynamic information. 
  • Coordinate and actively participate in designated offsite activities with customers/potential customers. Socializing with them out of the worksite setting, and in more casual atmosphere’s such as restaurants or entertainment/sports venues. 
  • Establish and sustain significant/in-depth relationships with potential customers by positively interacting with them in-person. Interest potential customers in ISYS’ services by stating the benefits to them in an up-beat, enthusiastic and informative way, addressing any questions they may have in a polite and helpful manner.
  • Cultivate and expand significant/in-depth relationships with existing customers.
  • Identify and resolve any customer/service delivery issues, ensuring that the customer concern is addressed in a manner consistent with ISYS’ philosophy and standards of quality.
  • Coordinate, arrange and participate in various types of sales/marketing events (seminars, tradeshows, etc.)
  • Develop an effective schedule for customer visits on an ongoing and regular basis, and in coordination with the Executive Manager, Customer Relations.
  • Cooperate with ISYS’ Finance Department in collecting past due accounts receivables.
  • Report status of sales/marketing information and progress to the Executive Manager on a regular basis, and upon request. 
  • May perform other duties in support of executing ISYS’ sales/marketing needs and in support of the CareerSmart Learning® Division, as assigned.
  • Frequent driving, air, and overnight travel required. A minimum of biweekly overnight travel.    

 

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Knowledge, Skills and Abilities:

 

  • Ability to effectively present service offerings.
  • Ability to drive a motor vehicle and have current driver’s license
  • Ability to travel by air for multiple hours to various national locations
  • Strong reading, writing and arithmetic skills required
  • Ability to work cooperatively and collegially
  • Good analytical skills
  • Knowledge and understanding of company products/services and policies and procedures
  • Ability to listen fully and react appropriately 
  • Ability to persuade and influence others
  • Ability to develop and deliver presentations
  • Ability to create, compose and edit written materials
  • Effective and positive interpersonal and communication skills
  • Ability to communicate in a professional and courteous manner
  • Ability to organize multiple work assignments and establish priorities
  • Close attention to detail to ensure accuracy of reports and data
  • Visibility requires maintaining a professional appearance and providing a positive company image to the public
  • Ability to make sound decisions using available information
  • Timeliness
  • Confidentiality

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Education and Experience:

 

Required:

 

  • High School Diploma
  • B2B Outside Sales/Marketing/Customer Relations experience (minimum of 1 year)

 

Preferred:

 

  • Knowledge of and/or experience within the Worker’s Compensation Industry
  • Experience working as a Worker’s Compensation Claims Adjuster
  • Experience working in Outside Sales/Marketing/Customer Relations to Worker’s Compensation Claims Adjusters
  • BA or BS Degree