Customer Account Coordinator
To see similar active jobs please follow this link: Remote Finance jobs
Job Description
As part of the business development team, you will assist the key leadership staff to promote the message of Strongest Families Institute and assist in helping to achieve the strategic goals of the organization. You will help coordinate customer accounts by tracking account progress, funding, provide reports and presentations, maintain Power BI dashboards of SFI statistics, run month end reporting, maintain Salesforce, and assist with contract maintenance for 90% of the time. The other 10% of your time will be assisting with SFI business development, identifying, and pursuing new funding opportunities, responding to leads and converting them into new clients, present to prospective clients and assist with negotiating new contracts.
Duties and Responsibilities
Utilize various tracking systems to monitor client account progress with referral/funding utilization and outcomes. Provide timely reports to direct supervisor. Understand SFI’s metrics and benchmarks to maintain specification for reporting needs of our internal and external clients.
Develop and distribute customer reports using automated reports and dashboards with the help of Power BI and other reporting tools (Excel, CSV, IRIS (SFI proprietary software) reports). Working closely with data analytics team to ensure timely and accurate reporting.
Manage relationships with internal SFI departments to ensure effective change management and communication processes are followed when updating staff on any contractual changes or new contract funding increases that impact any aspects of operations.
Assist in maintaining a high level of customer satisfaction among existing contract accounts by meeting their needs and resolving issues in a timely and professional manner, escalating issues to the direct supervisor. Provide information and feedback to referral processing and client care supporter team to ensure customer satisfaction and contract utilization.
Conduct market research and identify trends that will help expand our program reach among private and public/government sectors.
Daily, weekly, and monthly tracking of progress on all accounts to monitor usage of services, understanding the target benchmarks set that align with the contract budget and reporting issues to the director in a timely
Facilitate communications among internal departments on progress on all accounts to ensure benchmark targets are
Work closely with marketing and communications team on promotional activities to ensure referral targets are met. Deliver webinars and information presentations to customers and referral sources.
Perform other tasks as
Qualifications/Experience
Undergraduate degree, preferably in business, health services or psychology (or equivalent experience).
Experience with data analysis, critical thinking, strong organizational skills, project management skills and excellent problem-solving skills.
Experience with DAX and advanced Excel. Experience creating Power BI dashboards to display SFI data to monitor KPIs.
2-4 years of experience in sales, account management, consulting, healthcare.
Comfort working remotely, independently as well as part of a collaborative team and company.
Proven ability to communicate, present and influence key stakeholders within customer organizations.
Strong leadership skills.
Experience delivering client-focused solutions to meet customer needs.
Ability to deliver engaging presentations on a regular basis.
Thrive in a fast-moving environment while managing multiple priorities.
Technologically agile, adept in learning and integrating new applications and platforms.
Solid experience with CRM software (e.g., Salesforce), MS Office suite.
Experience in a not-for-profit, government relations, and Bilingualism (French/English).
A combination of the above noted skills will be considered.
This is a unique opportunity to work for a growing and thriving charity, doing meaningful work in mental health! We offer a competitive compensation structure including full health and dental benefits, pension plan as well as flexible remote working options. Strongest Families is committed to creating a diverse and inclusive work environment that invests in building a culture of appreciation and respect. We offer equal opportunity to all candidates seeking employment.
If you feel like SFI is the right fit for you, tell us why! Please apply with resume and cover letter by May 30, 2023
About the job
Customer Account Coordinator
To see similar active jobs please follow this link: Remote Finance jobs
Job Description
As part of the business development team, you will assist the key leadership staff to promote the message of Strongest Families Institute and assist in helping to achieve the strategic goals of the organization. You will help coordinate customer accounts by tracking account progress, funding, provide reports and presentations, maintain Power BI dashboards of SFI statistics, run month end reporting, maintain Salesforce, and assist with contract maintenance for 90% of the time. The other 10% of your time will be assisting with SFI business development, identifying, and pursuing new funding opportunities, responding to leads and converting them into new clients, present to prospective clients and assist with negotiating new contracts.
Duties and Responsibilities
Utilize various tracking systems to monitor client account progress with referral/funding utilization and outcomes. Provide timely reports to direct supervisor. Understand SFI’s metrics and benchmarks to maintain specification for reporting needs of our internal and external clients.
Develop and distribute customer reports using automated reports and dashboards with the help of Power BI and other reporting tools (Excel, CSV, IRIS (SFI proprietary software) reports). Working closely with data analytics team to ensure timely and accurate reporting.
Manage relationships with internal SFI departments to ensure effective change management and communication processes are followed when updating staff on any contractual changes or new contract funding increases that impact any aspects of operations.
Assist in maintaining a high level of customer satisfaction among existing contract accounts by meeting their needs and resolving issues in a timely and professional manner, escalating issues to the direct supervisor. Provide information and feedback to referral processing and client care supporter team to ensure customer satisfaction and contract utilization.
Conduct market research and identify trends that will help expand our program reach among private and public/government sectors.
Daily, weekly, and monthly tracking of progress on all accounts to monitor usage of services, understanding the target benchmarks set that align with the contract budget and reporting issues to the director in a timely
Facilitate communications among internal departments on progress on all accounts to ensure benchmark targets are
Work closely with marketing and communications team on promotional activities to ensure referral targets are met. Deliver webinars and information presentations to customers and referral sources.
Perform other tasks as
Qualifications/Experience
Undergraduate degree, preferably in business, health services or psychology (or equivalent experience).
Experience with data analysis, critical thinking, strong organizational skills, project management skills and excellent problem-solving skills.
Experience with DAX and advanced Excel. Experience creating Power BI dashboards to display SFI data to monitor KPIs.
2-4 years of experience in sales, account management, consulting, healthcare.
Comfort working remotely, independently as well as part of a collaborative team and company.
Proven ability to communicate, present and influence key stakeholders within customer organizations.
Strong leadership skills.
Experience delivering client-focused solutions to meet customer needs.
Ability to deliver engaging presentations on a regular basis.
Thrive in a fast-moving environment while managing multiple priorities.
Technologically agile, adept in learning and integrating new applications and platforms.
Solid experience with CRM software (e.g., Salesforce), MS Office suite.
Experience in a not-for-profit, government relations, and Bilingualism (French/English).
A combination of the above noted skills will be considered.
This is a unique opportunity to work for a growing and thriving charity, doing meaningful work in mental health! We offer a competitive compensation structure including full health and dental benefits, pension plan as well as flexible remote working options. Strongest Families is committed to creating a diverse and inclusive work environment that invests in building a culture of appreciation and respect. We offer equal opportunity to all candidates seeking employment.
If you feel like SFI is the right fit for you, tell us why! Please apply with resume and cover letter by May 30, 2023