Works remotely across customer service, marketing, and support to help clients adopt a CRM system. Responsibilities include selling and servicing accounts, resolving customer issues, preparing contracts and reports, presenting proposals and quotes, recommending products, arranging payment terms, and maintaining accurate documentation.
Working remotely in this cross-functional role, you’ll be helping us grow and optimizing our Client users' journey as they embrace a new CRM System within their organization. You'll be part of the customer service team and work closely with marketing and support.
Summary/Objective
The Customer Service Project Manager sells and services new and existing accounts. The position is also responsible for performing sales and service functions for targeted markets, programs and sales as assigned.
Summary/Objective
The Customer Service Project Manager sells and services new and existing accounts. The position is also responsible for performing sales and service functions for targeted markets, programs and sales as assigned.
Essential Functions
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Performs the functions of a Customer Service Project Manager to include initiating and following up with to sell or resolve problems, answer questions and correspondence, and complete reports.
- Prepares, processes, reviews and monitors various documents such as contracts and other documents.
Contacts current and prospective customers to sell and explain products, perform account servicing and solicit new business within the market area. - Prepares and presents proposals and quotes and recommends products based on customer needs.
- Assists customers and arranges payment terms in accordance with established guidelines.
- Performs in a manner that will prevent errors and omissions.
- Provides advisory support and assistance to the department supervisor as needed.
- Attends sales seminars, sales meetings or educational activities to stay up-to-date on the latest developments, trends and regulations in the marketplace.
Requirements
Competencies
- Business Acumen.
- Communication Proficiency.
- Customer/Client Focus.
- Organizational Skills.
- Presentation Skills.
- Problem Solving/Analysis.
- Results Driven.
- Technical Capacity.
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