[Hiring] Client Care Specialist @GR8 Deal Two, LLC

Role Description

The Client Care Specialist performs duties at the professional level to ensure effective and efficient day-to-day operations and delivery of quality sales and services related to the Technology Solutions department and to other team members and service providers.

• Assists with gathering and updating critical client, project, sales, and other business information in the firm's primary business systems (CRM, Resource Management, PM, etc).
• Assists with scheduling meetings, events, training, and related coordination activities.
• Assists with calculation and creation of quotes for software subscriptions and maintenance renewals.
• Follows up regularly to ensure client satisfaction. Assists with new client communications, organization, and coordination of next steps.
• Assists with preparation and delivery of quotes and proposals for engagements and completes necessary documentation timely, as directed by the Client Care Manager.
• Provides coordination and communication to the team for various software and data analytic projects.
• Assists team members in billing and collections.
• Supports processes for client care, software renewals, and sales of additional services or products for Technology Solutions department, as directed by the Client Care Manager.
• Responsible for assisting with project coordination and billing.
• Forwards issues to consultants when needed.
• Coordinates live online and in-person training events including communication to the clients, staff, scheduling, organizing event data, gathering and updating documentation, and post-event communication as needed.
• Performs other duties as assigned.
• Onboards, coordinates, and assists new team members with basic details of our department.
• Works on ad hoc projects as assigned by the Client Care Manager.

Qualifications

• 2+ years of related experience
• Familiarity with CRM systems
• Advanced proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook, OneDrive, Planner)
• Exhibits strong interpersonal skills in order to work collaboratively and provide positive support to internal team members and clients
• Ability to negotiate and close sales
• Ability to work successfully both independently and with a team
• Ability to produce documents with attention to detail and accuracy
• Ability to direct, positively motivate a team to achieve tasks
• Ability to prioritize deliverables in order to meet multiple deadlines
• Exceptional service mindset

Requirements

• Minimum Internet Speed: 50-100 Mbps
• Dedicated Home Office Area: Private, quiet workspace
• Business Continuity Plan: Power and Internet Backup is a MUST