Client Engagement Associate
PeopleSpace - A Best In Class Haworth Partner · San Jose, CA · 1 wk ago
FinanceFull-time
Key Responsibilities
- Oversee the organization, cleanliness, and overall appearance of the Customer Experience Center.
- Maintain inventory and order kitchen, office, janitorial, and printing supplies.
- Manage the storage room and ensure efficient use of space.
- Cook up with the Property Manager and janitorial teams for repairs and facility needs.
- Facilitate internal communication, including distributing information and scheduling presentations.
- Receive and transfer incoming calls for the Customer Experience Center and other locations as needed.
- Rely urgent messages and assist in locating employees when necessary.
- Greet guests, offer refreshments, and direct them to meeting spaces.
- Prepare conference rooms for meetings, including arranging catering, snacks, and printed materials.
- Manage employee parking cards and coordinate guest parking.
- Process daily mail, including sending, receiving, and distributing invoices, checks, correspondence, and samples.
- Use FedEx and UPS online systems to prepare and ship packages.
- Occasionally receive and process shipments of small furniture items for the Customer Experience Center.
- Provide high-level administrative support to the Managing Director and client engagement managers.
- Manage calendars, schedule appointments, and coordinate meetings, events, and travel arrangements.
- Review, prioritize, and respond to incoming emails, handle phone calls and messages on behalf of leadership.
- Prepare, edit, and distribute correspondence, agendas, presentations, and administrative documents.
- Maintain and update sales files, records, and documentation in NetSuite and SharePoint.
- Deliver samples to clients or influencers.
- Aid with data entry and information management in NetSuite CRM.
- Act as a liaison between leadership, employees, and clients, ensuring timely communication and follow through.
- Serve on the Culture Committee, helping plan and execute internal events within budget.
- Update vendor contacts and discounting information per market in NetSuite.
Qualifications And Skills
- Excellent communication and customer service skills.
- Outgoing, interpersonal skills.
- Strong work ethic.
- Bachelor’s Degree preferred.