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Form of workAbout this Job
As a Client Engagement Specialist you will assist engineers, consultants, partners and the Client Engagement Team with limited supervision in building and maintaining client relationships, managing accounts, and execution of projects. You will support the team and our clients on a regular basis and be an essential component of our growing practice. This is a remote position.
Key Responsibilities
Maintain and update CPA referrals and relationships in CRM
Schedule and prepare yourself and CEO for conference calls with prospective clients
Create RFI's, shared folders, Salesforce entries, Results Letters, Engagement Letters and proposals
Handle administrative tasks from the CEO on an as needed basis
Maintain constant contact with clients to strengthen relationship and obtain necessary information to keep projects moving forward
Educate and consult business owners, executives and CPA's through our complimentary Phase 1 process, describing technical topics in a conversational manner
Regularly follow-up with clients, partners, prospects and with cross-functional teams at BRAYN to move projects along
Create, update and prepare presentations for webinars. Solicit organizations to secure future webinars
Assist with coordinating both small and large company events
Coordinate travel and scheduling needs for CEO as needed
Some travel required (up to 10% of work time traveling)
Skills & Qualifications
4+ years of professional sales experience required
Strong client interaction, sales and marketing skills
Strong project management ability
Strong phoning skills
Experience working with C-suite level executives preferred
Previous experience with CRM such as Salesforce preferred
Previous work in specialty tax incentives a plus
Previous work experience in AEC industry a plus
Highly Proficient in Microsoft Office (Outlook, Excel, PowerPoint, etc.)
Time management and attention to detail
Ability to prioritize and multi-task on a variety of tasks and projects
Clear written and verbal communication skills, strong documentation skills
Must have reliable transportation and secure work location
Self-starter with a roll-up-your-sleeves attitude
Strong sense of ownership and initiative
Benefits
Huge room for growth and advancement
Work with an experienced, close-knit team that emphasizes work-life balance and personal growth and development
Work from home, flexible schedule
401K, Medical, Dental, Vision and Life Insurance available
Permissive bonuses
Salary commensurate with experience
Location: Virtual Position
Send Resume to: Curt Jaeger at cjaeger@brayn.com and put "Client Engagement Specialist" in the subject line
