Client Engagement Coordinator in Dallas, TX at Franklin Covey Careers

Date Posted: 9/8/2022

Job Snapshot

Job Description

Title:  Client Engagement Coordinator
Reports to:  Director of Operations – Enterprise

Location: Remote - CST or EST preferred


Job Summary

The primary role of the Client Engagement Coordinator is to provide Client Partners with one primary partner who coordinates with client support and account management through the client lifecycle.  The CEC owns all the internal systems, process management, and provides exceptional customer service by being responsive to client needs, proactively communicating information, and keeps the Client Partner’s business organized and moving forward.


Essential Job Functions

  • Create a smooth customer experience from prospecting through the full client lifecycle.
  • Manage and oversee all aspects of the projects both international and U.S. across all phases of development from the initial client contact, proposal presentation, contract creation, and project completion.
  • Create, manage and process client orders for subscriptions/products/services and/or custom programs in network systems in a timely manner, ensuring accuracy and attention to detail.
  • Develop loyal facilitator relationships, educating them of new content, managing new certifications, upgrades, material orders, and facilitator promotions. Maintain client (facilitator) databases and licensing process.
  • Understand Client Partner’s key metrics and input those metrics into Salesforce along with managing and securing all Salesforce reports.
  • Schedule pre- and post-sale Client Meetings and input face-to-face hours in Salesforce.
  • Available to participate in post-sale Client Meetings along with Client Partners for information gathering purposes.
  • Work with Client Partners to evaluate and execute marketing strategy for accounts in the Client Partner Database.
  • In conjunction with Client Partners, analyze and manage pipeline by updating stages and Expected Delivery Dates for accurate forecasting.
  • Review All Access Pass (AAP) renewal, expansion, upgrade opportunities with Client Partners in preparation for Quarterly Business Reviews (QBRs) and Annual Business Reviews (ABRs).
  • With Client Partner, analyze client needs and provide CPQ pricing proposals to Client Partner and/or clients, recommending Sales Levers where applicable.
  • Work with FranklinCovey’s legal department and custom solutions team to understand, provide, and secure all agreements and answer any questions about the agreement the client or Client Partner may have.
  • Stay current on and ensure adherence of company policies, revenue recognition requirements, and processes, understanding how they impact decisions and sales.  
  • Manage all invoicing/credits and submit/monitor invoices to payment portals (where applicable).
  • Must develop proficiency with the Microsoft AX Dynamics ERP system, Global Control Sheets, Event Manager,, Microsoft Office Suite, and Enable Greatness.  

Job Requirements

This position requires a minimum 3-year track record of project and sales support experience, including being a proactive self-starter with proven organizational and problem-solving skills while demonstrating superior customer service and professional presence.  Excellent written, communication, and interpersonal skills with a strong track record for being a collaborative team player are essential. Proficiency with Microsoft Office and preferred.  Knowledge of Microsoft AX Dynamics is a big plus.  A Bachelor’s degree related to Business, Finance, Communications, or related field or equivalent experience is required. 


Company Information

Franklin Covey Co. (NYSE: FC) is a global, public company, specializing in organizational performance improvement. We help organizations achieve results that require lasting changes in human behavior. Our world-class solutions enable greatness in individuals, teams and organizations and are accessible through the FranklinCovey All Access Pass® available in multiple modalities and in 21 languages. Clients have included the Fortune 100, Fortune 500, thousands of small- and mid-sized businesses, numerous government entities, and educational institutions. FranklinCovey executes over 15,000 client engagements each year reaching into 160 countries and territories.  Our mission statement is “We enable greatness in people and organizations everywhere”.  We fulfill this mission by hiring “Achievers with Heart”.


Visit our website at for more information regarding our organization.


FranklinCovey is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.


For additional information regarding our Equal Employment Opportunity policies, please visit

For our Reasonable Accommodation Notice and Pay Transparency Nondiscrimination Provision, please visit


Colorado applicants, please visit for benefits information and for wage information specific to your state.



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