Job Description

Using various types of input data – client assessments, client notes, knowledge of coaches’ skills and ability, following up with the client  – the Placement Coordinator will match clients with coaches.   The position will also manage transfer requests and will gain knowledge from requested transfers to build better matching skills.  5% of this position's time will be devoted to testing – based on approval – various ways to improve the matching process. 

Primary Responsibilities

1. Connect clients with coaches using Tom Ferry tools- Dashboard,  Omni, SalesForce, Coach Profile, Weekly Tracker
2. Interview clients for placement.  
3. Update Salesforce with Placement or Transfer information. 
4. Handle client placement/transfer requests in a timely fashion.  Will – on occasion – arrange and schedule client/ coach interviews. 
5. Serves as main point of contact for Coach Availability Log. Maintains accuracy and updates log daily.
6. Successfully uses knowledge gained from transfer requests to improve matching skills.
7. Alerts Coach Mentors and VP Coaching Services of trends both positive and negative to the matching process by specific coach.

Education and/or Experience

Bachelor’s Degree; or minimum three years’ relevant experience and/or training; equivalent combination of education and experience.

Other Skills and Abilities

• Detail-oriented with excellent follow-up skills
• Must be able to collaborate effectively to obtain desired results
• Must be able to manage, organize and update relevant data using CRM software system (Salesforce) and corporate website
• Must be organized, punctual and responsible
• Ability to exercise judgment and work independently

Computer Skills

Strong working knowledge of Microsoft Office applications, including intermediate to advanced skills with Excel.  Salesforce or other CRM experience is a plus.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

TOM FERRY IS AN EEO. TOM FERRY PARTICIPATES E-VERIFY. All offers are contingent upon receiving acceptable results from a pre-employment background check and drug test.

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Company Description

We are a fun team who thrives on driving business growth through best-in-class marketing initiatives. Tom Ferry International is the #1 coaching and events company in real estate. Tom's charismatic style of coaching and his commitment to bringing out the best in people has earned him numerous glowing comparisons to Tony Robbins and Gary Vaynerchuk. The office lives on a high-energy culture based on personal and professional development for all employees, coaches and members. Our services have benefited the success of countless real estate professional throughout the world.