CRM and Client Engagement Coordinator

The CRM and Client Engagement Coordinator plays a critical role in enhancing customer relationships and ensuring effective communication between clients and the company. This position is responsible for maintaining the accuracy and functionality of the companys Customer Relationship Management (CRM) database while also developing and implementing engagement strategies aimed at retaining existing customers. The Coordinator works closely with sales and marketing teams to monitor client relationships, resolve issues, and enhance customer satisfaction. Additionally, this role manages a small team of two individuals, fostering a collaborative environment that encourages professional growth and effective problem-solving. By leveraging strong analytical skills and using CRM software efficiently, the Coordinator drives initiatives that lead to improved client engagement and overall business success. This position requires a proactive approach and excellent communication skills, along with the capacity to adapt to a dynamic work environment, making it essential for the successful management of client interactions and database integrity.
Responsibilities

Maintain and ensure the accuracy and functionality of the companys database, regularly updating client information and tracking engagement metrics.
Monitor existing customer relationships through the CRM system to identify areas for improvement in customer satisfaction and retention.
Develop and implement innovative Client Engagement techniques that effectively retain current customers and foster long-term relationships.
Generate, execute, and manage Sales and Purchase Agreements (SPA), ensuring all parties are appropriately informed and that agreements are fulfilled promptly.
Facilitate the handover of completed SPAs to the customer and the Document Control Department, ensuring all documentation is accurate and accessible.
Scan and maintain accurate electronic records of all SPAs to support compliance and internal auditing processes.
Collaborate with sales and marketing teams to identify customer support needs and technical problems, taking initiative to resolve issues efficiently.
Assist in the collection of installment payments, ensuring that all transactions are recorded accurately and timely.
Prepare memos for management approval regarding customer requests, ensuring clarity and robustness of information presented.
Reconcile payments with the Finance Department, ensuring accuracy in financial reporting and customer account management.
Address client queries and concerns in a professional and timely manner, enhancing customer satisfaction and loyalty.
Create and update different policies and procedures related to company processes, ensuring adherence to best practices and regulatory compliance.
Manage a small team of 2 individuals, providing guidance, support, and training to optimize team performance and productivity.
Stay abreast of trends in customer engagement, CRM best practices, and technology-driven solutions to continuously improve processes and results.
Utilize strong time management and organizational skills to prioritize responsibilities and meet deadlines effectively.