Website Digital NEST
Client Specialist, bizzNEST
Location: Watsonville, CAType: Full TimeMin. Experience: Mid Level
Job Title: Client Specialist, bizzNEST
Compensation: $20.00 – $21.00 per hour, non-exempt
Full Time: 100% FTE, 40 hours per week
Benefits: Medical, vision and dental insurance, paid time off, flexible holiday paid days, retirement plan and life insurance
Organization Size: 50+ employees
Reports to: Senior Manager, bizzNEST
Location(s): Watsonville (primarily), and Salinas (as-needed)
The Client Specialist will be responsible for overseeing the client cycle for bizzNEST. They will serve as the main operator for the bizzNEST CRM and create reports on bizzNEST business and intern professional development KPIs. They will support interns in learning and operating the client cycle.
Client and Project Cycle Management (40%-50%)
Evaluate incoming project leads from prospective, new, and returning clients and work with project managers to determine project acceptance or denial-and-referral.
Oversee the client cycle, from lead generation through project completion and invoicing.
Meet with clients, take detailed service briefs and identify the specific project requirements.
Identify and communicate client needs to bizzNEST managers.
Prepare proposals, quotes, and contracts with concrete deliverables, costs, timelines and terms for clients.
Serve as the primary bridge between clients and managers for the duration of engagements, ensuring the scope of client project work is mutually understood, agreed upon, coordinated, and delivered on time and to the correct standard of quality.
Troubleshoot any problems with project work and delivery.
Document client change orders and requests for project revisions and confirm execution of orders and completion of revisions to agreed-upon specifications.
Prepare and send billing invoices to clients, follow up with both clients and Digital NEST accounting staff to facilitate timely payment and confirm that payment.
Gather client feedback at the end of projects and communicate that feedback to appropriate bizzNEST staff.
Ensure that current and past clients, and rejected project leads continue to be cultivated as future clients or donors.
Attend meetups, conferences, and networking events to generate new project leads and pathways for career track jobs for member consultants.
Cultivate new relationships with potential clients and community partners and maintain positive relationships on an ongoing basis.
Work as part of the bizzNEST team to meet annual revenue goals.
Department-Level Administration (5%-15%)
Serve as the main operator of bizzNEST’s customer relationship management (CRM) system; keep CRM data current.
Generate monthly bizzNEST reports; i.e. quarterly reports, project reports, lead generation reports, revenue goal reports, intern progress reports, etc.
Create and maintain comprehensive bizzNEST program documentation such as onboarding materials, CRM training manuals, and any other documentation needed.
Collaborate with bizzNEST Senior Manager in the creation of reports for the Digital NEST communications team to inform stakeholders about completed project work and other bizzNEST “news of interest.”
Complete other administrative tasks appropriate to this position, as assigned.
General Member Consultant Performance and Professional Development (10%-20%)
Support project managers in ensuring client coordinator interns use of the CRM is competent and timely.
Provide technical support and quality assurance to bizzNEST client coordinator interns on the client management cycle.
At least 1 years of professional project management experience
At least 1 years of professional experience working directly with business services clients, or client-facing work in a related field.
High level of focus and efficient productivity
Expert organizational skills
Strong ability to multitask
Ability to function well in a fast-paced environment under tight deadlines
Ability to communicate in a highly effective and proactive manner in professional- and youth-adult collaborations.
Demonstrated ability to lead and to take initiative.
Demonstrated flexibility and adaptability.
Ability to organize and prioritize tasks for self and staff across multiple responsibilities.
Demonstrated independence and resourcefulness and problem-solving skills.
Demonstrated ability to connect positively with youth; a positive, energetic and authentic presence.
Passion for the mission of Digital NEST and belief in upholding organization’s core values.
Sensitive to issues of culture/ethnicity/race, gender, sexual identity, class/SES and immigration status
Ability to be an ally to people of color, women and lesbian, gay, bisexual, transgendered, queer, questioning and intersex individuals and their allies (LGBTQIA).
Represent the NEST in a professional, constructive and compelling manner to stakeholders at meetings, on social media, at public events and in media products or written publications.
Serve as a role model for members regarding career, being tech-savvy and engaging in social enterprise.
Participate in NEST evening and weekend programs and events on an occasional basis; facilitate youth involvement in these programs and events.
Candidates must have a valid CA driver’s license, pass a background check, and be able to travel and work evenings or weekends occasionally, or as needed.
Maintain dexterity and coordination, sufficient to perform essential functions
Ability to perform administrative and computer-based tasks for up to 4.5 hours at a time
Ability to be mobile (including, but not limited to walking, bending, squatting, crouching, twisting, kneeling, reaching, etc.)
Ability to lift/carry/push/pull objects that weigh up to 35 pounds as needed
Conversational or fluent in spoken Spanish and/or fluent in written Spanish
Digital NEST, Inc. is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.