Client Engagement Specialist, Key Accounts

Date Posted:

2025-06-24

Country:

United States of America

Location:

OTFLH: Florida Home Offices Remote Location, Remote City, FL, 33408 USA

Would you like to join a truly international, talent driven company that values Safety, Ethics, Quality, Innovation and Employee Opportunity?

 We are looking for a Client Engagement Specialist, Key Account. This is a great opportunity to join the Otis Americas key accounts team and support one of our largest accounts. This role will work closely with the key account executives to provide support with meeting customer expectations. The successful candidate will be reliable and prioritizes the customer experience.

Location:

Flexible, this position can also be remote

 

On a typical day you will:

• Collaborate closely with key account managers to prioritize current customer needs.
• Serve as a liaison with internal Otis departments and branches for billing, booking, and collections to ensure accurate processing.
• Update customer reports as necessary, including testing updates and consultant requests.
• Manage the proposal request process alongside key account managers.
• Oversee the approval process for national/portfolio-level Certificates of Insurance (COIs) with the insurance department.
• Support efforts for resigning and recapturing contracts.
• Utilize electronic bid systems, such as Ariba, for resigning and recapturing RFPs when required.
• Coordinate customer billing needs with web billing, finance, collections, and branches.
• Work within customer-required systems for annual updates of COI, safety, and organizational information (e.g., MyCOI, Compliance Depot, Browz, Avetta).
• Engage in daily operations using the NSA SharePoint tracker or other systems as required.
• Act as a liaison between internal and external customers.
• Troubleshoot incoming customer issues, specifically billable repair requests and general customer-specific needs.
• Generate and update customer reports as necessary, including spend and KPI reports.
• Perform an annual review and update of special handling rates

What you will need to be successful 

• Proven track record of meeting deadlines and effectively prioritizing tasks.
• Demonstrated excellence in customer service, consistently exceeding customer expectations.
• Proven ability to work collaboratively with others, valuing diverse opinions and approaches.
• Strong team collaboration skills and ability to thrive in a team environment.
• Associate's degree required; Bachelor's degree preferred.
• Proficiency in Excel, including experience with reporting, PivotTables, and charts.

If you have these four (4) traits, you will love this role:

• Accountability, you follow through on commitments and make sure others do the same
• Action Oriented, readily takes action on challenges and displays a can-do attitude.
• Communicates Effectively, effective in a variety of communication settings and provides timely and helpful information to others.
• Customer Focused, you gain insight into customer needs and identify opportunities that benefit them

 

We will train you intensively in the areas of technology, processes & soft skills and you can exchange ideas with experienced colleagues at any time.

Apply today to join us and build what’s next!

If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day. 

Otis is the world’s leading elevator and escalator manufacturing, installation, and service company. We move 2 billion people every day and maintain approximately 2.2 million customer units worldwide, the industry's largest Service portfolio.  

You may recognize our products in some of the world’s most famous landmarks including the Eiffel Tower, Empire State Building, Burj K