CRM & Client Engagement Coordinator

Responsibilities

• Maintain accurate and up to date client profiles.
• Ensure accurate and high-quality client data capture in View.
• Support the team in actively recruiting new prospects through walk-ins, referrals, and client networks.
• Ensure each sales associate actively contributes to prospect acquisition targets.
• Monitor and drive consistent prospect database growth.
• Coordinate and manage client appointments for product discovery, high-value sales, and events.
• Ensure each sales associate contributes to weekly appointment targets.
• Maintain an organized appointment calendar to optimize boutique traffic.
• Support the team in achieving a targeted conversion rate from appointments to sale.
• Assist in preparing clients before visits, preferences, selection, communication.
• Ensure structured post-appointment follow-up to maximize sales and retention.
• Maintain accurate client pro...