4 days old


Orlando Economic Partnership, Inc.
Orlando, FL 32801
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Customer Relationship and Administration Coordinator

Job Description


This job description is intended primarily as an illustration of the type of work to be performed by the Customer Relationship and Administration Coordinator. Partnership employees may occasionally be called upon to provide their unique talents and abilities to solve specific problems or to address specific questions outside their job description. As such, they may be asked to participate in a variety of ad-hoc assignments and are expected to be flexible in their work practices and supportive of other team members.

All employees of the Partnership are expected to conduct themselves in accordance with the policies and

procedures outlined in the Partnership Personnel Manual. The employee is responsible for understanding this manual.


The Coordinator will have the ability to exercise good judgment in prioritizing tasks and requests, with strong organizational, administrative and written and verbal communication skills. The ideal individual has the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion.

This individual serves as the primary point of contact for managing the Partnerships CRM, Salesforce, including configuration, training and reporting. The Coordinator also completes a broad variety of administrative tasks for the Economic Recovery Team and its leader, the COO, including: scheduling and preparing for business development meetings and site tours, managing an active calendar of appointments, completing expense reports, composing and preparing correspondence that may be confidential, arranging complex and detailed travel plans, itineraries and agendas and drafting documents and preparing presentations for meetings.

Customer Relationship Management

  • Serve as primary point of contact for training and problem resolution related to the Partnerships CRM, Salesforce
  • Encourage broad use of Salesforce across the organization, ensuring current data
  • Manage back-end configuration needed to adapt the CRM to changing needs
  • Recommend and implement improvements to dashboards, views and reports
  • Assist in the building of dashboards and reports to facilitate measurement of the organizations impact
  • Help build and manage email templates and campaigns to support team efficiencies
  • Respond promptly to team inquiries and requests for database improvements
  • Conduct regular trainings on existing and new features for new and existing members of staff
  • Compose professional training and reference documents and presentations
  • Offer suggestions and improvements to Standard Operating Procedures (SOPs) in Salesforce and enforce and oversee compliance and success
  • Exhibit professionalism and the highest level of customer service when working with investors, executives and elected officials

Administrative Support

  • Develop agendas for meetings with internal teams, external stakeholders and business development clients
  • Manage logistical aspects of site tours for business development projects (invitations, transportation, lodging, venues, meals, materials, follow up, etc.)
  • Develop bios and background papers for community partners and leaders
  • Complete expense reports
  • Handle matters expeditiously, proactively and shepherd projects to successful completion, often with deadline pressures
  • Display discretion when managing confidential business development project details
  • Access and input information into the CRM system


  • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
  • Proficiency in Salesforce required
  • Familiarity with back-end configuration of CRMs, especially Salesforce
  • Experience with Salesforce object customization, report management, page layouts, permission sets, flows, process automation, roll-ups, templates and approval processes required
  • Ability to configure objects, fields and reports in Salesforce
  • Familiarity with NPSP preferred
  • Very strong interpersonal skills and the ability to build relationships with stakeholders, including staff, external stakeholders and investors
  • Expert level written and verbal communication skills
  • Experience conducting trainings and preparing training materials preferred
  • Demonstrated proactive approaches to problem-solving with strong decision-making capability
  • Positive attitude; friendly, patient and professional demeanor
  • Highly resourceful team-player with the ability to also be extremely effective independently
  • Proven ability to handle confidential information with discretion, be adaptable to various competing demands and demonstrate the highest level of customer/client service and response
  • Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
  • Highly proficient in Microsoft Office (Outlook, Word, Excel and Power Point), Adobe Acrobat and social media web platforms; experience with Sharepoint preferred; experience with Teams preferred

Posted: 2020-10-16 Expires: 2020-11-17

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Orlando Economic Partnership, Inc.
Orlando, FL 32801

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