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Strategic Client Engagement Specialist

PlanetBids, LLC



PlanetBids is the premier web-based eProcurement company in the U.S., offering a modular suite of innovative solutions. Our focus is on assisting government, non-profit, and educational procurement teams in managing diverse requirements such as procurement, contracts, insurance certificates, construction, diversity certifications, and emergency operations. Our system is tailored for easy use.

Since 2000, our out-of-this-world team excels in maintaining a reputation for excellent customer service that surpasses industry standards. We thrive in a creative and collaborative environment, and we’re always ready to amaze each other and our customers with clever ideas and inventive processes.

About this role:

PlanetBids is seeking a creative self-starter for the role of Client Account Executive. This individual will work alongside clients, providing effective e-procurement services and expertise to government clients in purchasing and construction bidding.

  • Provide online and phone support to clients and vendors
  • Offer step-by-step instructions for posting, managing, and submitting bids
  • Assist with insurance records, contracts, and other procurement-related tasks
  • Be competent in basic procurement practices and policies
  • Communicate clearly and troubleshoot issues

The Client Account Executive will also be responsible for:

  • Resolving client inquiries
  • Presenting demonstrations and webinars
  • Conducting trainings and attending workshops
  • Assisting with marketing duties and contract reviews
  • Participating in RFPs and RFIs
  • Contributing to company web or print materials


Duties and Responsibilities:

  • Become a PlanetBids product expert
  • Handle unexpected client issues and collaborate with team members
  • Brainstorm new ideas for client events and touchpoints
  • Communicate effectively to build rapport and present solutions
  • Manage incoming calls and support tickets
  • Provide outstanding and prompt customer support
  • Answer product and service questions
  • Record interactions within the support ticketing system
  • Coordinate with internal departments
  • Conduct demonstrations, webinars, and trainings
  • Manage new client implementation and onboarding
  • Attend events and conferences
  • Assist in RFPs and RFIs, including proposal writing
  • Contribute to company materials and assist Sales and Marketing Depts.
  • Conduct client and market surveys, data analysis, and reports
  • Assist in new product testing
  • Perform other duties/projects as assigned

Required Qualifications:

  • High School Diploma or GED Required; Associates Degree or higher preferred
  • 5 years of public procurement experience strongly preferred
  • Proficient knowledge of Internet Explorer, FireFox, Chrome, Edge, Excel, Word, Email, Google Docs
  • Excellent phone presence and interpersonal skills
  • Excellent verbal and written communication skills
  • Excellent analytical and problem-solving skills
  • Excellent time-management skills
  • Ability to work autonomously and collaborate with a team
  • Dedicated and secure remote workspace required

Additional Preferred Qualifications:

Knowledge of PlanetBids, Office 365, and SalesForce is a plus.

What we offer:

PlanetBids is pleased to provide all full-time team members with the following benefits:

  • Competitive Salary
  • Flexible schedule in a remote-work environment
  • Self-Managed (Unlimited) Paid Time Off Plan
  • Participation in Medical Insurance with generous company contributions
  • Participation in Dental and Vision Insurance with company-paid employee premiums
  • Company-paid Short-Term and Long-Term Disability Options
  • Company-paid Life and AD&D Insurance policy with options to voluntarily increase
  • Flexible Spending Account (FSA) Program
  • 401k Plan with immediate vesting and employer match
  • Legal Club membership
  • Employee Assistance Program
  • Collaborative and engaged culture
Apply Now
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