What does a Customer Engagement Specialist do?
A client engagement specialist is in charge of devising strategies to build positive relationships with clients that will translate to sales. Their responsibilities revolve around performing research and analysis to identify client needs, finding new sales leads and opportunities, and coordinating with team members. They must also reach out to clients through calls, correspondence, or face-to-face interaction to offer products and services, discuss specifications, secure sales, process payments, and perform follow-up calls. Moreover, a client engagement specialist must answer inquiries and address issues and concerns, resolving them promptly and efficiently.
Customer engagement specialist responsibilities
Here are examples of responsibilities from real customer engagement specialist resumes:
- Assist with Medicare and Medicaid members in regards to their medication and health care assessments.
- Maintain strict patient and physician confidentiality through HIPAA.
- Ensure consistent verification of all demographic, and HIPAA.
- Provide accurate and appropriate information to answer questions, troubleshoot issues, and resolve complaints.
- Maintain and create in-deth records for board reports and update them to be present in weekly PowerPoint presentations.
- Maintain positive professional relationships with patients, and partnering agencies.
- Assist with delivering fill medications to patients beside before leaving hospital.
- Moderate Medicare eligible persons in overall understanding of coverage and options.
- Create extremely complicate PowerPoint presentation for client demonstration that contain many custom animations.
- Provide enrollment assistance, including but not limit to completing initial applications, gather required documents and troubleshoot the enrollment process.
- Train multiple new hires on the store POS and framing sales and design software.
- Determine Medicaid requirements and eligibility.
Customer engagement specialist skills and personality traits
We calculated that 55% of Customer Engagement Specialists are proficient in Brand Awareness, Wine, and Customer Service. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.
We break down the percentage of Customer Engagement Specialists that have these skills listed on their resume here:
- Brand Awareness, 55%
Assisted in regional consumer brand awareness by targeting strategic locations.
- Wine, 8%
Promote special events for Southern Wine & Spirits in New Mexico
- Customer Service, 5%
Facilitate information flow between customer service, account management operations, and quality assurance to guarantee call center objectives were met.
- Customer Satisfaction, 5%
Performed troubleshooting devices ensuring customer satisfaction
- Customer Accounts, 3%
Ensured no fraudulent activity on customer accounts.
- Patients, 2%
Communicate with Case Workers/Managers about assisting patients with payments of medications.
"brand awareness," "wine," and "customer service" are among the most common skills that customer engagement specialists use at work. You can find even more customer engagement specialist responsibilities below, including:
Communication skills. One of the key soft skills for a customer engagement specialist to have is communication skills. You can see how this relates to what customer engagement specialists do because "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, a customer engagement specialist resume shows how customer engagement specialists use communication skills: "provide customer support from order placement to delivery providing clear, precise and effective communications. "
Customer-service skills. Another skill that relates to the job responsibilities of customer engagement specialists is customer-service skills. This skill is critical to many everyday customer engagement specialist duties, as "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." This example from a resume shows how this skill is used: "assisted callers with billing, technical support, account set up, general customer care, and sales inquires. "
Interpersonal skills. customer engagement specialist responsibilities often require "interpersonal skills." The duties that rely on this skill are shown by the fact that "representatives should be able to create positive interactions with customers." This resume example shows what customer engagement specialists do with interpersonal skills on a typical day: "utilized communication and interpersonal skills to professionally resolve customer issues. "
Listening skills. Another crucial skill for a customer engagement specialist to carry out their responsibilities is "listening skills." A big part of what customer engagement specialists relies on this skill, since "representatives must listen carefully to ensure that they understand customers in order to assist them." How this skill relates to customer engagement specialist duties can be seen in an example from a customer engagement specialist resume snippet: "communicated with customers on both inbound and outbound phone calls. "
Patience. Lastly, "patience" is an important element of what a customer engagement specialist does. Customer engagement specialist responsibilities require this skill because "representatives should be patient and polite, especially when interacting with dissatisfied customers." This resume example highlights how customer engagement specialist duties rely on this skill: "assisted customer inquiries with professionalism and patience answered multi-line phone system and directed callers to appropriate extension. "
The three companies that hire the most customer engagement specialists are:
- CROSSMARK156 customer engagement specialists jobs
- Kroger45 customer engagement specialists jobs
- Hotwire Communications11 customer engagement specialists jobs
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Compare different customer engagement specialists
Customer engagement specialist vs. Customer care professional
A customer care professional is in charge of assisting clients with their needs, ensuring efficiency and client satisfaction. They typically manage calls and correspondence where they respond to inquiries, provide technical support, address concerns, and resolve issues promptly and efficiently. They may also offer products or services, process payments or refunds, and enroll clients in company services. Furthermore, as a customer care professional, it is essential to maintain records of all transactions, reporting to managers should there be any complicated issues.
There are some key differences in the responsibilities of each position. For example, customer engagement specialist responsibilities require skills like "brand awareness," "appeals," "wine," and "phone calls." Meanwhile a typical customer care professional has skills in areas such as "resourcefulness," "custom solutions," "broadband," and "credit card." This difference in skills reveals the differences in what each career does.
Customer care professionals tend to make the most money working in the finance industry, where they earn an average salary of $38,772. In contrast, customer engagement specialists make the biggest average salary, $48,710, in the health care industry.customer care professionals tend to reach similar levels of education than customer engagement specialists. In fact, customer care professionals are 1.4% less likely to graduate with a Master's Degree and 0.4% less likely to have a Doctoral Degree.Customer engagement specialist vs. Customer advisor
A customer advisor is responsible for assisting customers with their inquiries and concerns regarding the company's goods and services. Customer advisors also coordinate with the sales and marketing team to sell services by reaching out to potential and existing clients to increase revenue resources and profits. Customer advisors document reports, resolve complaints, and process orders and payments. A customer advisor must have excellent organizational and communication skills to ensure the highest customer satisfaction and achieve the business' long-term goals and objectives.
Each career also uses different skills, according to real customer engagement specialist resumes. While customer engagement specialist responsibilities can utilize skills like "brand awareness," "appeals," "wine," and "patients," customer advisors use skills like "excellent interpersonal," "persuasion," "multitasking," and "work ethic."
Customer advisors earn a lower average salary than customer engagement specialists. But customer advisors earn the highest pay in the media industry, with an average salary of $34,880. Additionally, customer engagement specialists earn the highest salaries in the health care with average pay of $48,710 annually.customer advisors earn similar levels of education than customer engagement specialists in general. They're 1.4% less likely to graduate with a Master's Degree and 0.4% less likely to earn a Doctoral Degree.Customer engagement specialist vs. Customer service agent
Customer service agents are employees assigned to answer incoming calls to their company's service hotline. They are equipped with proper training on company products and policies so that they can assist customers. Agents answer customer's inquiries, guide them through steps that they may need to take, and take note of customer complaints. For unsatisfied customers, agents try their best to resolve the concerns or transfer the complaints to related departments. They also try to mitigate any problems that may arise. Customer service agents should be patient, and should also have good communication and problem-solving skills.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from customer engagement specialist resumes include skills like "brand awareness," "appeals," "wine," and "patients," whereas a customer service agent is more likely to list skills in "check-in," "reservations," "credit card payments," and "faa. "
Customer service agents earn the highest salary when working in the technology industry, where they receive an average salary of $28,862. Comparatively, customer engagement specialists have the highest earning potential in the health care industry, with an average salary of $48,710.Most customer service agents achieve a similar degree level compared to customer engagement specialists. For example, they're 2.6% less likely to graduate with a Master's Degree, and 0.4% less likely to earn a Doctoral Degree.Customer engagement specialist vs. Customer sales representative
The primary role of customer service representatives is to help customers with questions and complaints. It is also their duties and responsibilities to provide customers with information about services and products, take and process orders, and process returns and modifications. They also store records of customer transactions and interactions and provide feedback on customer service efficacy. Customer service representatives must also ensure that they can give customer satisfaction and offer the best professional support.
Types of customer engagement specialist
Updated January 8, 2025
