Manager, Client Services & Engagement
Company: Green Building Initiative, Inc.
Location: Phoenix
Posted on: May 12, 2024
Job Description:
SupervisorVP, Programs & ServicesTravel RequirementsClient
services managers are required to travel and participate in events
where GBI hosts booths and tabletops. These events are throughout
the year and efforts are made to spread out assignments between
staff members. Travel requirement is estimated at 10-15% or two
times per quarter.Supervisory ResponsibilitiesThis role has no
supervisory responsibilities.ResponsibilitiesSpecific -CLIENT
SERVICES - PUBLIC AND PRIVATE SECTOR (60%)
- Provide highly detailed project management and administration
of building certification projects, often with tight
deadlines.
- Proactively follow up with clients as needed to ensure their
projects stay on schedule.
- Address client questions regarding the assessment process and
next steps and facilitate getting answers to technical questions
from GBI technical support staff.
- Facilitate assessor introduction and assessment
scheduling.
- Administer assessment reporting, including review by GBI
technical staff, quality control, and issuance of reports to
clients.
- Provide additional support as needed and/or requested for
high-volume clients, such as delivery group training, communicating
with multiple levels of personnel regarding the project(s), and
finding solutions to project barriers.
- Log all client communication in Salesforce.com and ensure
adherence to GBI standards regarding Salesforce usage and data
entry.
- Act as a liaison between the client and GBI technical
experts.
- Schedule and facilitate conference calls for clients, pulling
the appropriate GBI technical expert in for consulting, as
necessary.BUSINESS DEVELOPMENT/SALES SUPPORT (25%)
- Provide backup as needed for administration of sales
activities, such as quoting, order processing, vendor setup,
contract administration, A/R collection, etc.
- Coordinate with accounting as needed regarding client
invoicing.
- Support clients on live chat and escalate inquiries as
necessary to senior staff.
- Address inquiries submitted through the website or and escalate
project inquiries as necessary to senior staff.
- Encourage and sell the use of new products and modules offered
under the GBI brand.
- Assist in the development of promotional and marketing
materials as needed.
- Attend conferences and other events as requested and follow up
with leads as appropriate.
- Schedule and conduct lunch & Learns and calls with prospective
clients.
- Follow up and vet leads as requested, including but not limited
to:
- Green Globes Emerging Professionals, Green Globes
Professionals, Guiding Principles Compliance Professionals, Green
Globes Fellows, and Guiding Principles Compliance Fellows.
- Webinar Attendees.
- Owner/Managers of previously certified buildings.
- Live chat, website, phone calls, and info box inquiries.
- Log all client communication in Salesforce.com and ensure
adherence to GBI standards regarding Salesforce usage and data
entry.EDUCATION AND MEMBERSHIP (10%)
- Follow up on membership/community leads and address questions
as needed.
- Work closely with VP, Engagement and Senior Director,
Membership & Community to follow up with large and small potential
members and work together on building cases for renewals.
- Support targeted outreach efforts in new markets.
- Assist with creation and delivery of curriculum for client
training and professional development:
- Create/edit PowerPoint presentations as requested.
- Deliver presentations on webinars or in-person as
requested.
- Support creation of and continuous updating of Green Globes,
Emerging Professionals, Green Globes Professionals, Guiding
Principles Compliance Professionals, Green Globes Fellows, and
Guiding Principles Compliance Fellows trainings.
- Assist with managing Continuing Education Provider credentials
through all applicable associations (as backup)
- Assist clients pursuing GBI offered training programs,
including Green Globes Emerging Professional, Green Globes
Professional, Guiding Principles Compliance Professional
trainings.
- Award and distribute training certificates as necessary for
training programs and webinars.
- Administer Green Globes Assessor webinars and newsletters
quarterly.ADMINISTRATION (5%)
- Assist with administrative data entry as needed.
- Perform Salesforce "auditing" on a weekly basis and as
needed.
- Create procedures guidance for miscellaneous processes.
- Pull reports from Salesforce, organize data, and create
spreadsheets as needed.
- Test new products, materials, and modules offered under the GBI
brand.First Three Months - Training Requirements
- Formal - Green Globes Professional training &
certification.
- Formal - Guiding Principles Compliance training &
certification.Qualifications
- 2-3 years of office experience preferred.
- Strong organizational skills and high detail orientation.
- Sales or fundraising experience is extremely helpful;
confidence asking for money is required.
- Exceptional customer service orientation.
- Strong problem solving and decision-making ability.
- Online Webinar Platform Experience (MS Teams, Zoon, and/or
GoToWebinar).
- Advanced level writing/content creation skills.
- Technical aptitude with strong computer literacy; proficiency
with Microsoft Office.
- Excellent written and verbal communication skills.
- Initiative-taking and proactive, capable of working with
limited supervision.
- Fluent in second language a plus.Education
- Required - associate degree in related field or an equivalent
combination of education and work experience.Apply Method
- Please send your cover letter and resume to careers@thegbi.org
Requirements
- Work remotely without supervision with the assurance of quiet
and stability appropriate for a work environment.
- Provide your own internet access. Minimum download speed is 15
mbps (30+ mbps recommended). Minimum upload speed is 2 mbps (5+
mbps recommended).
- Occasional travel is required; training in one or more
locations.
- Candidate must reside within the United States.PandoLogic.
Category:Customer Service, Keywords:Client Services Manager,
Location:Phoenix, AZ-85013
Keywords: Green Building Initiative, Inc., Avondale , Manager, Client Services & Engagement, Executive , Phoenix, Arizona
Didn't find what you're looking for? Search again!
Loading more jobs...