Client Services Coordinator

Key Responsibilities

• Pull production and stock samples to support customer requests, sales presentations, and new business opportunities.
• Aid in customer onboarding activities, including customer setup and documentation collection.
• Support Account Managers and Client Services Representatives with administrative tasks and customer requests.
• Prepare customer presentations, proposals, quotations, and sales support materials.
• Cook up customer follow-up after meetings, webinars, trade shows, and sample shipments.
• Prepare customer meeting agendas and assist with documenting meeting action items.
• Maintain customer opportunity tracking within the CRM system.
• Aid in developing customer-specific sales presentations and business reviews.

Business Development & Sales Support

• Identify and qualify prospective customers through industry research, databases, referrals, trade shows, and marketing campaigns.
• Conduct initial screening of prospective customers to determine market fit, application requirements, and sales potential.
• Generate and distribute Requests for Quote (RFQs) to estimating and internal departments while ensuring all required customer information is complete.
• Cook up RFQ follow-up activities and monitor quote turnaround times.
• Track open quotations and proactively follow up with customers regarding pending opportunities.
• Monitor quote expiration dates and coordinate quote renewals as needed.
• Maintain sales opportunity pipeline reports and assist Account Managers in managing follow-up activities.
• Aid in identifying cross-selling and upselling opportunities within existing customer accounts.
• Research target accounts, gather competitive intelligence, and prepare prospect profiles for the sales team.
• Cook up new business opportunities from initial inquiry through order placement.
• Aid in preparing bid documents, customer qualification forms, supplier questionnaires, and NDA documentation.

Customer Relationship Management

• Absorb all customer interactions and document them accurately.
• Manage customer communications throughout the sales and order cycle.
• Monitor customer activity and notify Account Managers of potential growth opportunities or concerns.
• Aid in account retention efforts through proactive customer outreach.

Administrative Support

• Generate reports from ERP and CRM systems as requested.
• Process and maintain customer documents, specifications, and related records.
• Assist with preparing spreadsheets, reports, and correspondence.
• Assist in scheduling customer meetings, conference calls, webinars, and facility visits.

Cross-Functional Coordination

• Communicate with Production, Graphics, Estimating, Scheduling, Purchasing, Quality, Shipping, and other departments to support customer requirements.
• Cook up sample requests and product information needed for customer projects.
• Track and communicate the status of quotations, samples, and customer deliverables.
• Aid in gathering technical information required for customer inquiries and quotations.
• Support new product launches and customer qualification projects.
• Participate in continuous improvement initiatives supporting sales processes.

Preferred Qualifications

• Experience supporting a Business Development or Sales team.
• Experience managing RFQs, quotations, or customer projects.
• Familiarity with CRM software such as Salesforce, HubSpot, Microsoft Dynamics, or similar.
• Experience in label, packaging, printing, or manufacturing industries preferred.
• Understanding of sales pipeline management and customer qualification processes.

Additional Knowledge, Skills & Abilities

• A strong business development mindset with the ability to identify sales opportunities.
• Comfortable making outbound customer calls and initiating prospect outreach.
• Ability to prioritize opportunities based on customer potential.
• Strong analytical skills with the ability to interpret sales data and identify trends.
• Excellent follow-up and relationship-building skills.
• Ability to support multiple Account Managers while maintaining exceptional customer responsiveness.
• Strong project coordination and organizational skills.