Client Reference Coordinator (Hybrid)

Kasasa•Austin, TX

1d•Hybrid

About The Position

The B2B Client Reference Coordinator must possess the ability to execute multiple high priority tasks across cross-functional teams and be comfortable with rapid change and ambiguity. While this role is a part-time position, a significant amount of cross-functional project management is required. The B2B Client Reference Coordinator will be responsible for the management and execution of the client reference program. This role will prospect references from existing clients and will be instrumental in creating a rewards program for Kasasa clients enrolled in the program. This role will provide reporting as well as provide strategic guidance for the reference program. The B2B Client Reference Coordinator will be responsible for the management and proper execution of reference requests. They will also be responsible for Salesforce maintenance and other support functions. This position reports to the VP, B2B Marketing.

Requirements

Bachelor's degree or equivalent years of professional experience
2+ years of project management experience
Ability to quickly connect and establish rapport with clients
High degree of business acumen: analysis, process, and project management
Ability to complete tasks on time
Exceptional organization skills, especially when balancing multiple tiered projects
Positive attitude and aptitude to work independently in a fast-paced environment
Excellent relationship development and management skills
Outstanding communication skills – written, verbal and presentation
Passion for delivering excellence
Provide metrics and reporting on historical and forecasted information
Top-tier empathic listening skills and the ability to distill complex issues to base-level concepts
Must be legally allowed to work in the U.S.

Nice To Haves

Experience creating a successful client referral/rewards program is a plus

Responsibilities

Infuse the Patch Values into your work ethic, every day and every interaction
Build, launch, and manage daily the Client Reference and rewards program for participants
Support B2B Marketing, Sales and Client Success initiatives in Salesforce such as reference documentation, client assessment reporting, and importing records across various programs
Collaborate with Client Success team to cultivate new client references
Manage reference request queue and assign cases as needed
Identify and fill gaps in existing reference pool
Prioritize client reference satisfaction to ensure sales team’s goal attainment
Responsible for achieving annual growth goal of reference participants
Create and maintain reference program training materials
Analyze data, translating into actionable insights
Track reference activity and status of reference participants in Salesforce
Manage segmentation, clean up, and development of the client reference database
Plan and manage the rewards program
Other duties as assigned