Responsibilities

• Maintain current contact, need, opportunity, agreement, activity, and next-step information in the approved CRM or tracker.
• Prepare meeting notes, proposals, comparisons, or follow-up materials using verified product and service information.
• Coordinate internal answers and handoffs before communicating dates, scope, pricing, or delivery commitments.
• Track outstanding questions, approvals, renewals, or onboarding actions and keep the responsible owner visible.
• Review account patterns and feedback to identify service gaps or appropriate expansion opportunities for discussion.

Requirements

• Professional client communication and careful CRM recordkeeping.
• Ability to organize proposals, follow-ups, and multi-team handoffs.
• Accuracy when discussing scope, timing, pricing context, and next steps.
• A consultative, low-pressure approach focused on long-term service quality.