Client Services Representative

Job Summary

A company is looking for a Client Services Representative.

Key Responsibilities

• Serve as the primary contact for clients, addressing inquiries and managing account needs
• Support sales operations by preparing quotes, proposals, and managing order processing
• Maintain CRM data integrity and assist with operational processes to enhance client satisfaction

Required Qualifications

• 2-4 years of experience in sales support, account coordination, or inside sales
• Experience with CRM systems (e.g., Salesforce, Dynamics 365 Sales)
• Proficiency in Microsoft Office applications
• Ability to manage multiple priorities in a fast-paced environment
• Experience with sales order processing systems, such as ConnectWise