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*Summer Intern* Client Success

| Chicago

What you will be doing:

Lumere’s Client Success team is seeking a summer intern to support the implementation of a new Customer Relationship Management (CRM) tool to manage client-related projects and processes. This tool is a part of a strategic team priority to build an account management toolkit in order to support proactive management of client relationships and enable cross-team collaboration to drive value for our clients. In this role you will be responsible for completing data entry into the tool as well as overseeing the organization of information, working with Client Success team members to collect feedback and make enhancements to tool settings. 

The ideal candidate is someone with excellent attention to detail who’s excited to learn about tools and processes to manage client services. 

Responsibilities include:

  • Support build of Customer Relationship Management (CRM) software by inputting data from team tracking documents (spreadsheets, etc) into tool. Includes building client-specific account plans (strategic goals and tactics used to drive work with Lumere clients) as well as other client services processes and workflows (such as a set of tasks to manage account transitions).
  • Support maintenance of Client Success account plans:
  • Manage list of changes needed - re-categorize and assign tasks to team resources as updates are made in the system
  • Work with team members to set and adjust plan details (due dates, resource needs, etc)
  • Create worklists and reports to enable the team’s ability to manage new processes and evaluate performance. Collect and incorporate feedback from team members. 

Qualifications:

  • Excellent attention to detail and ability to coordinate multiple tasks and meet deadlines
  • Strong analytical, problem solving and organizational skills
  • Previous experience working with Microsoft Excel, Powerpoint and Word
  • Strong written and verbal communication skills
  • Previous experience working with Customer Relationship Management (CRM) tools (such as Salesforce) a plus
  • Currently enrolled college student entering Junior or Senior year 

What’s in it for you:

  • Get hands on Salesforce experience
  • Develop an understanding of CRM tools and how they support Client Success and other functions
  • Get exposure to approaches to account management in order to prepare for a future career in a client-facing role
  • Get the opportunity work fun people in a relaxed and casual environment
Read Full Job Description

Technology we use

  • Sales & Marketing
    • WordpressCMS
    • HubSpotCRM
    • IntercomCRM
    • SalesforceCRM
    • IntercomEmail

Location

33 N LaSalle St. Suite 1500, Chicago, IL 60602

What are Lumere Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
401(K)
Company Equity
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Recreational Clubs

Additional Perks + Benefits

Health and wellness initiatives: discounted gym membership, in-office yoga and meditation, variety of snack and beverage options, monthly catered lunch, and more! • Competitive compensation package (includes equity • Social events: Books and Brews, game nights, recreational sports leagues, team outings, fireside chats, and volunteer programs • Ongoing professional development and mentorship opportunities • Open and collaborative office environment, standing desks, beer and cold brew on tap, and casual dress

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