Client Development Specialist

Job Summary

Supporting high-performing sales professionals, the full-time Client Development Specialist will assist with client onboarding, sales documentation, and CRM accuracy in a remote environment.

Key responsibilities:

• Manage client onboarding processes and maintain accurate records in CRM systems
• Prepare and coordinate sales documentation, including Statements of Work and proposals
• Facilitate communication between sales teams and clients, ensuring alignment and follow-up on inquiries

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, client service, or a related role
• Familiarity with CRM and document management systems such as Salesforce, Apollo, or QuickBase preferred
• Strong skills in Microsoft Office, including Word, Excel, and PowerPoint
• Interest in learning the sales process and developing client-facing skills for potential growth into a direct sales role