Key Responsibilities
- Maintain accurate and current Salesforce CRM records, including Accounts, Contacts, Opportunities, timelines, and meeting notes.
- Generate clear, error-free client proposals, quotes, and Scopes of Work using WeCo templates.
- Respond to client inquiries the same day and route requests to the correct members of the team.
- Follow up consistently with clients and prospective clients to support ongoing conversations.
- Providing feedback and information to aid in marketing efforts.
- Create reports from the Salesforce CRM to support sales forecasting and decision-making.
- Prepare client Proposal and Scope of Work documents
- Prepare Master Service Agreement Contracts and Change of Scope documents
- Conduct research into potential industries and clients for prospecting needs.
- Conduct competitor research and prepare competitive analysis reports.
- Create slide deck presentations for potential and existing client proposal presentations.
- Maintain and assist in the development of team Core Processes and Checklists.
- Participate in continuous training and collaborate with teammates to improve internal processes and client experience.
- Other duties as assigned.
Desired Results
- Salesforce CRM data is always accurate, organized, and up to date at all times.
- Client’s proposals and documents are completed ahead of schedule and are polished, error-free and client-ready.
- Clients receive a fast, friendly, human-centered experience interacting with you.
- Team members view you as reliable, collaborative, and supportive.
- Your work style demonstrates a love of learning, taking on new challenges, and finding solutions with healthy curiosity and professionalism.
- You embody an enthusiasm for WeCo’s mission, working with team members with disabilities, and a strong alignment with WeCo’s Core Values
Skills, Traits and Competencies
Education
- Associate, Vocational or Trade School Degree or above
(documented successful experience in customer-facing role may replace this requirement)
Experience
- Professional experience demonstrates good organizational skills.
- Excels at tracking and managing data.
- Takes pride in responsiveness and is meticulous about follow-up.
- 2 years’ experience working in direct contact with customers.
- 2 years’ experience working with CRM preferred. (Salesforce a plus.)
- Project management experience Specialty Focus
- Intermediate mastery of Microsoft Office 365 Tools: Outlook, Word, Power Point and Excel
Certifications
- Microsoft Office and/or CRM certifications a plus but not required
Achievements
- Previous awards or recognition for customer service is a plus
Applicant Preferred Skills, Traits and Competencies
- Has past experience working positively in a virtual office.
- Strong attention to detail.
- Comfortable working with coworkers with disabilities.
- Thrives on client contact and enjoys relationship building.
- Joyful and tactful collaborator.
- Supports and can be supported.
- Self-starter who can also work adeptly within a team.
Other Information regarding this role
Position Length and Time Commitment
This is a temporary, part-time, contract position with a commitment of 15-30 hours per week.
Location
This role will be performed remotely but may require attending meetings and working groups once or twice a week in our Stillwater, Minnesota office if located in the Twin Cities.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to perform work at a desk or workstation and should have the ability to communicate in some way.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
This role will be performed remotely with some weekly in office requirement if the successful candidate resides in the Minneapolis/St. Paul Minnesota area. If working at our offices, the noise level in the work environment is usually quiet.
If you have any questions or require an accommodation in order to complete this, or any part of the hiring process, please reach out to [email protected].