Client Development Specialist

Job Summary

Supporting a high-performing sales team, the full-time Client Development Specialist will manage client onboarding, sales documentation, and CRM coordination while working remotely.

Key responsibilities

• Assist with client onboarding and sales documentation, ensuring accuracy in CRM and workflow processes
• Prepare and manage sales documents, including Statements of Work, and maintain client records in QuickBase and Salesforce
• Facilitate communication between sales, project management, and finance to ensure alignment and support for client needs

Required qualifications

• Bachelor's degree in Business Administration, Marketing, Communications, Legal Studies, or a related field preferred
• 2-4 years of experience in sales support, sales operations, or client service roles
• Familiarity with CRM and workflow systems such as Salesforce, Apollo, or QuickBase
• Strong Microsoft Office skills, particularly in Word, Excel, and PowerPoint
• Interest in developing sales knowledge and progressing into a direct sales or client-development role over time