Coaching Account Manager

SUMMARY

The Coaching Account Manager will oversee clients’ utilization and engagement in their coaching memberships. They will promote value by creating a great customer experience starting with the on-boarding of new coaching members to their renewal. They will have a focus and direct impact on coaching membership retention by maintaining client relationship and will assist in customer service issues and either handle or escalate to proper channel to reconcile the account. They will assist client in navigation and utilization of all products and services they invested in. They will upsell services and products to coaching members and work directly with the sales team to secure renewal of membership. Account managers will be responsible for conducting bi-monthly check in calls with clients. They will handle the coordination and scheduling of specialist calls, private planning days, and other strategic calls as needed with Senior Consultants.

 DUTIES AND RESPONSIBILITIES

• On-board client into the Coaching program, Call Tracker, 5-Star program, and University (if/when investment is made)

• Bi-monthly accountability calls with client

• Schedule Private Days

• Coaching Workshop registration

• Utilization of the Team Training University including, but not limited to, allocation of course credits, enrollment of team members in courses, workshop attendance, and engagement in program tools provided through SiMembers

• Statistics entered regularly and correctly on membership website

• Schedule and Calendar plan On-Site Trainings

• Handle escalated client service issues from Member Service Team

• Upsell opportunities for on-site trainings, event seats, media products and University course

• Occasionally attend Coaching & University workshops as an in-room worker

• Review clients accounts regularly and generate lists to schedule Senior Consultants for touches: 10-2-10’s, specialist calls, diagnostic visits, outbound calls, red flag accounts, etc.

SKILLS AND ABILITIES

• Excellent verbal communication skills
• Computer skills: saving, copying, locating and retrieving files
• Data entry with Accuracy is an absolute MUST!
• Ability to manage your workload on your own
• Must be able to attend 2-3 meetings/month with 3-4 additional trainings per year

COMPENSATION

• $55,000 – $65,000 starting base + incentives