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Client Coordinator in Oakville at Innomar Strategies

Date Posted: 1/29/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Oakville
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    1/29/2019

Job Description

We are seeking a focused individual for the position of Client Coordinator. The role will report into the Sr. Director Regulatory Affairs.


We require a professional with the experience and background in client relations and administration, invoice and billing tracking and management, and stakeholder support. The role will interact both with internal and external customers. They will be responsible for supporting the customer set up and quoting process, organizing of resource materials, facilitating internal and external communications, scheduling, coordinating event and logistics process, preparatory pre and post work for client meetings. They will also manage the finance process to support consulting, i.e, managing and entries into the Customer Relationship Management system (CRM). The role will also provide support and assistance to the department to coordinate meetings, organize materials, support conference organization, membership renewals and other tasks as required.

 

PRIMARY DUTIES AND RESPONSIBILITIES:

 

-  Manage client billing in CRM, ensuring all information is logged, information is accurate and documents are attached.
-  Conduct reporting for budget and billable invoicing.
-  Interact with internal and external customers and prepare pre and post work for client meetings
-  Manage PayMo
-  Support designated staff with expense report management and processing
-  Support designated staff with booking of travel, calendar management
-  Support Innomar conference logistics, budget tracking, and communications with stakeholders.
-  General administration duties for the department as necessary. 


Job Requirements

-  College or University education in Business Administration or related field
-  2-5 years’ experience in a similar administrative role



MINIMUM SKILLS, KNOWLEDGE AND ABILITY REQUIREMENTS:

 

-  Familiarity with CRM tools
-  Strong execution philosophy to ensure communication and organization is seamless for the department
-  Ability to work in a team environment with proactive problem solving skills
-  Excellent listening, verbal and written communication
-  Experience in healthcare, consulting, sales, or payer fields a plus
-  Excellent customer service skills
-  Flexible with ability to multi-task and effectively prioritize
-  Proficient in MS Office products (Excel, Powerpoint, Word, MS Outlook)