Client Liaison / Sales Support

We are seeking a skilled Client Services / Sales Support Team Liaison to join our team. This position will provide support to both the CEO, Head of Sales and Director. 

• Highly Autonomous team player –Ability to prioritize, but quickly switch gears when required and always ready to tackle the next project without prompting - finding ways to add value.
• Critical-thinker –Able to analyze, interpret and evaluate information, problem-solve and make appropriate recommendations to the CEO, and other department heads.
• Exceptional Communicator - Able to express thoughts, ideas, and instructions with clients, and disparate internal departments through both verbal and written forms of communication.
• Competent, Confident, Experienced Professional - You must be able to handle a fast-paced environment, have thick skin, welcome constructive criticism and have the ability to self-reflect.
• Smart, Curious, Quick Learner - You will be included in meetings involving sales, marketing, finance, product development and personnel issues. You’ll need to be able to develop a core understanding of the overall business operations to ensure priorities are on target.

​Qualifications:

• Previous experience in customer service, sales, or other related fields
• Ability to build rapport with clients
• Ability to prioritize and multitask
• Positive and professional demeanor
• Excellent written and verbal communication skills
• Sharp Administrative and Organizational skills
• Must have the ability to quickly learn technology such as Asana, Slack, Dropbox, CRM systems, Constant Contact, Hubspot, Quickbooks, Outlook, Canva.
• MS Office Proficiency

General Responsibilities:

• Handle customer inquiries and complaints
• Coordinating travel
• Working with vendors to produce conference collateral and booth materials
• Scheduling meetings and Managing Agendas and calendars
• Provide information about the products and services
• Troubleshoot and resolve product issues and concerns
• Document and update customer records based on interactions
• Develop and maintain a knowledge base of the evolving products and services
• Developing streamlined processes to improve organization and workflow.
• Effectively researching new vendor options, communication tools, and business opportunities and present findings to decision makers
• Ordering Supplies
• Responding to emails
• Onboarding new clients
• Data entry
• Data troubleshooting
• Platform troubleshooting
• Conducting Demos for new clients
• Answering client questions via phone and email
• Email campaign setups
• Digital filing and records maintenance
• Providing general administrative and client support
• Recording payments in Quickbooks
• Formatting excel files for email deployment uploads
• Utilizing Canva for ad creation
• Utilizing Facebook for ad creation
• Creating subject lines and email verbiage