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Client Services Specialist

4 months ago

Dallas, United States Lucas James Talent Partners Full time

Client Service Specialist

The Client Service Specialist (CSS) thrives on identifying and solving customer problems, ensuring exceptional service. This role demands a visionary mindset, combined with meticulous attention to detail and outstanding follow-up skills. CSS professionals are innate communicators with a passion for serving both customers and the company. They must adeptly manage multiple projects in various stages, excelling in a collaborative team environment.


Key Responsibilities:

  • Serve as the primary contact for all sales enablement and execution, from initial sale through post-sale support.
  • Expertly address client and ad agency inquiries and Requests for Proposals (RFPs) in both traditional and digital media.
  • Create and deliver tailored sales presentations and product demonstrations.
  • Conduct comprehensive assessments of customer needs and requirements.
  • Collaborate with internal teams and clients to develop effective advertising campaigns, product marketing strategies, and sales collateral.
  • Maintain and utilize CRM (Customer Relationship Management) and MMS (Membership Management Software) for effective sales reporting.
  • Work closely with Marketing, Creative, Operations, Events, and Administrative teams to ensure timely service delivery.
  • Act as a liaison with Sales, drafting final sales agreements for clients.
  • Accurately record all sales commitments in media and event run-sheets.
  • Assist in resolving billing and account management issues.


Knowledge and Skills:

  • Prompt responsiveness in all communications, both internal and external.
  • Proficient in qualifying projects to streamline the sales cycle.
  • Strong interpersonal, organizational, time management, and communication skills.
  • Extensive experience with Windows and Microsoft Office applications (Word, Excel, PowerPoint), HubSpot or similar CRM platforms, and Internet applications.


Requirements:

  • Bachelor’s degree is preferred, along with relevant experience.
  • A minimum of two years of experience in sales, client support, or administrative support.
  • Proficiency in HubSpot or similar platforms including workflow maintenance and sequences as well as ensuring data integrity, proper documentation, and maintenance.


Join our team and contribute to our mission of delivering exceptional customer service with professionalism and enthusiasm