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You will be updated with latest job alerts via email$ 50000 - 52200
1 Vacancy
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Position Summary:
Florida Atlantic University is seeking a Client Relations Specialist - Boca Raton FL.
The Client Relations Specialist will play a critical role in managing client outreach maintaining CRM compliance distributing client surveys collecting impact data and supporting marketing efforts on special projects. This role requires strong communication data management and organizational skills to support the organizations mission and operational standards.
Summary of Responsibilities:
Data Management & Impact Collection:
Collect analyze and report on client feedback success stories and key performance indicators (KPIs) every quarter to demonstrate program effectiveness.
Generate quarterly and annual reports summarizing campaign results and impact metrics.
Collaborate with consultants and stakeholders to refine campaign messaging and improve reporting processes.
Marketing for Special Projects:
Assist in the development and execution of marketing strategies for TechSeries and TradeSeries events including promotional campaigns and email outreach.
Coordinate logistics for workshops and webinars on Salesforce Blackthorn to ensure seamless execution.
Maintain and update event registration platforms ensuring accurate attendee tracking and follow-ups.
Conduct post-event surveys to gather feedback and assess program impact incorporating insights into future planning.
Client Outreach and Management:
Handle incoming phone calls and respond to client inquiries.
Document and manage voicemails in phone logs.
Address client concerns and questions via email or call providing information about SBDC and APEX services.
Distribute Electronic Request for Consultations (ERFCs) via Salesforce CRM.
Assist in coordinating client meetings and consultations.
Operations Compliance:
Maintain accurate and up-to-date client records in the CRM system.
Manage travel reimbursements ensuring adherence to organizational policies.
Assist in implementing compliance procedures and administrative tasks.
Survey Creation and Distribution:
Design distribute and monitor client surveys (e.g. initial session annual and impact) using email platforms and Blackthorn.
Conduct proactive outreach to improve survey participation and response rates.
Develop customized survey templates tailored to different service lines (e.g. government contracting marketing access to capital) to gather more specific client feedback.
Input and manage survey responses in Salesforce to track client outcomes and program impact.
Collaborate with the marketing and outreach teams to integrate client feedback surveys into the overall client engagement strategy.
Customer Service Team Lead:
Supervise and guide interns through the client intake process ensuring timely and efficient service delivery.
Provide ongoing training and guidance in administrative processes and special projects.
Monitor performance and ensure alignment with organizational standards and goals.
Additional Responsibilities:
Develop SBDC and APEX work plans for core services: government contracting marketing access to capital etc.
Collaborate with team members to support client management and outreach efforts.
Participate in team meetings and contribute to improving client intake processes.
Provide administrative support for special projects as needed.
Perform other job-related duties as assigned.
FAU Benefits and Perks
If Benefits & Perks are important to you then FAU is the place to be! Working at FAU has its perks! In addition to helping drive change and having a positive impact by supporting our students staff and faculty FAU offers:
Excellent benefit packages including Medical (PPO/HMO $50 per month single & $180 per month family) Dental Vision Life Insurance Flexible Spending plans Employee Assistance Program (EAP) and much more.
State retirement options including tax-deferred annuities and Roth 403(b) plans.
State employees Public Service Loan Forgiveness (PSLF) program.
Sick Leave Pool Program.
Paid time off (eligible employees) including vacation and sick leave 1 personal day 9 paid holidays and paid winter break (at Presidents discretion).
Employee Educational Scholarship Program (EESP) for eligible Staff/Faculty - Tuition assistance after 6 months of full-time employment. For in-unit faculty the EESP program may be extended to spouses and dependent children (eligibility rules apply).
For details on FAUs amazing offers visit us at Living in Palm Beach County
The goal is to provide local employers and new employees in the area a comprehensive guide with places to live. View it here: Qualifications:
Masters degree from an accredited institution in an appropriate area of specialization; or bachelors degree from an accredited institution in an appropriate area of specialization and two (2) years of relevant experience required.Salary:
$50000 - $52200 per year.College or Department:
Division of Research: Small Business Development CenterLocation:
Boca RatonWork Days and Hours:
Monday - Friday 8:00 am - 5:00 pm.Application Deadline:
Special Instructions to Applicant:
APPLICATION DOCUMENTS REQUIRED:Required Experience:
Unclear Seniority
Full-Time