Sales/Customer Service/Customer Support

Key Responsibilities

1. Sales Support & Lead Follow-Up

Respond promptly to incoming inquiries from our website, social media, email campaigns, and other marketing channels.

Contact prospective clients to introduce our services, understand their needs, and determine appropriate next steps.

Schedule discovery calls, consultations, and follow-up meetings.

Follow up with prospects who have expressed interest but have not yet committed.

Maintain accurate lead records and track all sales activity in our CRM.

Help move prospects through the sales pipeline and identify opportunities that need additional attention.

Support email marketing campaigns, outreach initiatives, and other business development activities.

Help ensure that no qualified lead falls through the cracks.

2. Client Onboarding

Guide new clients through the onboarding process after they engage our services.

Send welcome email s, engagement documents, questionnaires, and onboarding instructions.

Coordinate the collection of necessary financial information, business documents, and other client materials.

Help clients access relevant systems, portals, and communication channels.

Schedule kickoff meetings and coordinate with the internal team.

Monitor onboarding progress and follow up on outstanding items.

Ensure clients understand what to expect, what is needed from them, and what happens next.

3. Customer Service & Relationship Management

Serve as a primary point of contact for routine client questions and requests.

Respond to client communications professionally and promptly.

Track open questions and ensure issues are resolved or directed to the appropriate team member.

Maintain regular communication with clients throughout their engagement.

Identify opportunities to improve the client experience and strengthen relationships.

Recognize when a client needs additional support and escalate concerns appropriately.

Help maintain a high level of client satisfaction, engagement, and retention.

4. Administrative & Operational Support

Maintain organized client files, CRM records, and workflow tracking systems.

Monitor deadlines, outstanding requests, and follow-up tasks.

Coordinate calendars, meetings, reminders, and internal communications.

Assist with preparing client-facing materials, proposals, and presentations.

Document and improve repeatable sales and onboarding processes.

Help implement automation and technology tools that improve efficiency.

Qualifications

Required:

Excellent written and verbal communication skills.

Strong organizational skills and attention to detail.

A friendly, professional, and confident telephone and email manner.

Ability to manage multiple leads, clients, and tasks simultaneously.

Strong follow-through and a proactive approach to problem-solving.

Comfort using email , spreadsheets, calendars, and online business applications.

Ability to work independently, take ownership of responsibilities, and meet deadlines.

A customer-first mindset combined with an understanding of the importance of sales and business growth.

Preferred:

Experience in customer service, inside sales, client success, onboarding, or account coordination.

Experience working with a professional services firm, accounting firm, consulting business, or business advisory practice.

Familiarity with CRM systems, email marketing platforms, and project management tools.

Experience with scheduling systems, online forms, and workflow automation.

Comfort communicating with business owners and professionals.

Experience following up on leads and helping convert inquiries into paying clients.

What Success Looks Like

In this role, success means:

Every incoming lead receives timely attention.

Prospective clients are consistently followed up with until they make a decision or are appropriately closed out.

Discovery calls and consultations are scheduled efficiently.

New clients experience a smooth, professional onboarding process.

Client questions and requests are tracked and addressed promptly.

CRM records and client files are accurate and organized.

The sales pipeline remains active and opportunities are not lost because of poor follow-up.

The owner and delivery team can focus on higher-value work because client communication and administrative processes are handled reliably.