Client Engagement Specialist

Description

Position Summary:

As a Client Engagement Specialist at NTG, you will play a critical role in supporting our sales team, ensuring smooth and efficient operations within the department. You will be responsible for managing sales-related administrative tasks, coordinating with other departments, and maintaining accurate sales records. Your efforts will help drive the success of our sales initiatives in the dynamic Information Technology (IT) industry.

Essential Duties and Responsibilities:

The essential functions include, but are not limited to the following:

• Assist the sales team with daily administrative tasks.
• Prepare and process sales orders, ensuring accuracy and completeness.
• Handle inquiries from clients and provide timely responses and solutions.
• Maintain and update customer databases and CRM systems.
• Generate sales reports and forecasts for management review.
• Monitor sales metrics and key performance indicators (KPIs).
• Coordinate with internal departments (e.g., Finance, Marketing, IT) to ensure seamless operations.
• Schedule and organize sales meetings, including preparation of agendas and minutes.
• Assist in the preparation and distribution of sales materials and presentations.
• Support customer onboarding and manage ongoing customer relationships.
• Address customer queries and issues promptly and efficiently.
• Ensure a high level of customer satisfaction and support.
• Identify opportunities for improving sales processes and systems.
• Implement best practices and streamline workflows to enhance productivity.
• Participate in training sessions to stay updated with the latest sales tools and techniques.
• Assist with other tasks as needed.

Requirements

Minimum Qualifications (Knowledge, Skills, and Abilities):

• Bachelor’s degree in Business Administration, Marketing, Information Technology or a related field or equivalent
• Proven experience as a Sales Administrator or in a similar administrative role within the IT industry.
• Familiarity with CRM software (e.g., Salesforce, HubSpot) and MS Office (particularly Excel).
• Proven experience (typically 2-5 years) in client engagement or customer success roles preferably within the IT industry.
• Ability to build and maintain relationships with clients, understanding their needs and providing appropriate solutions.
• Technical aptitude to grasp and articulate technical concepts and solutions
• Analytical skills to assess client data and feedback, identifying areas for improvement and growth.
• Flexibility to adapt to changing client demands and industry trends.
• Customer-centric approach with a focus on delivering exceptional service and value to clients.
• Experience in conducting client training sessions or workshops is often preferred.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Detail-oriented with a high degree of accuracy.
• Ability to work independently and as part of a team.
• Knowledge of sales principles and customer service practices.