Head of Client Services - Home Care establishes the overall objectives and initiatives of client services. Ensures staff activities are in compliance with federal, state and local regulations. Being a Head of Client Services - Home Care plans and directs policies for client services and establishes service quality goals. Requires a bachelor's degree. Additionally, Head of Client Services - Home Care typically reports to top management. The Head of Client Services - Home Care manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Head of Client Services - Home Care typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Description
The client services specialist responsible for providing support to account executives also including helping the team with business plan objectives. This includes preparing proposals, presentation, and communication materials and coordinating the distribution of internal and external marketing information as well as sales database management.
Performs Database Management, tracking and reporting systems through Salesforce.
Manages Lead Distribution and qualifies leads prior to distributing to sales teams, makes sure all leads distributed are appropriately captured within Salesforce.
Liaison between Account Executives and Corporate Services Team working providing support and back up resources for Home Base Forms including Move out, Change Forms, Job Push Forms, Property Damage Reporting, Price List Requests and Close Out Sales.
Contributes to Sales Teams client relationships by coordinating post-install requests (changes, fluffs, sales conversions)
Performs account cleanup, lead source, designer, install/# days.
Being first corporate point of contact for customer service issues that arise (complaints and claims) to log and create centralized WIP report to track common issues to improve overall client satisfaction.
Supports corporate marketing initiatives related to clients and the sales team.
Manages sales forms and updates consistently with changes as needed.
Produces sales/ marketing reports as needed.
Assists with client tracking and managing client surveys.
Responsible for SalesForce maintenance.
Assists in furniture sales process including client communication, inventory, etc.
Support Sales team members in the implementation of business strategies.
Capture documentation to complete forms and process related programs.
Serve as a point of contact for the sales team for information requests.
Collect and analyze data to identify and address sophisticated problems.
May recommend new techniques, processes, procedures.
Assess and communicate difficult content in a concise and logical way.
Requirements
EDUCATION
SKILLS AND EXPERIENCE
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