We are looking for a motivated and detail-oriented Sales Support Specialist to join our team in Charlotte, North Carolina. In this role, you will provide critical assistance to sales operations, ensuring smooth communication with distributors and customers while driving engagement and pipeline growth. This is a long-term contract position that offers the opportunity to collaborate with a dynamic team and contribute to revenue growth.<br><br>Responsibilities:<br>• Deliver exceptional sales support to field representatives and distributors, ensuring seamless communication and coordination of sales activities.<br>• Create and execute pre-sales strategies, including tailored outreach and upselling opportunities, to enhance customer engagement and expand the sales pipeline.<br>• Conduct warm calls and follow-ups to nurture leads, strengthen relationships with distributors and end users, and identify new sales opportunities.<br>• Monitor and manage sales opportunities using CRM tools, ensuring accurate lead tracking and proper progression through the sales stages.<br>• Prepare, revise, and deliver accurate quotes for machinery and accessories, aligning with customer needs and expectations.<br>• Generate insightful sales reports and share them with relevant stakeholders in a timely manner.<br>• Maintain detailed and up-to-date records within the CRM system, supporting data accuracy and assisting with system transitions as needed.<br>• Collaborate with internal teams across sales, logistics, and operations to optimize processes and improve overall efficiency.<br>• Participate in special projects aimed at enhancing sales workflows and customer outreach initiatives.
We are looking for an experienced Customer Service Representative to join our team in Rock Hill, South Carolina. As part of a long-term contract, you will play a vital role in ensuring exceptional communication and support for our customers and sales managers. This position requires a proactive mindset and strong organizational skills to enhance the overall customer experience within the machinery manufacturing industry.<br><br>Responsibilities:<br>• Manage customer inquiries by creating and tracking service tickets, ensuring timely follow-up and resolution.<br>• Communicate effectively with customers, product line managers, and the sales team regarding order statuses, inventory availability, replenishment schedules, and product updates.<br>• Provide proactive support for equipment orders, including scheduling coordination, processing order changes, issuing credits, and addressing general inquiries.<br>• Utilize business tools to gather and analyze information necessary for effective order management and customer service.<br>• Monitor order progress and collaborate with the distribution center to ensure on-time delivery, expediting requests when needed.<br>• Continuously develop product knowledge and system expertise to enhance customer support capabilities.<br>• Project a meticulous and customer-focused image to both internal and external stakeholders, contributing to positive company branding.<br>• Participate actively in team meetings and discussions to drive collaborative efforts and improve service delivery.
<p>A fast-growing, well-established financial services firm is seeking a proactive and detail-oriented professional to join their team in a client support capacity. This in-office role is essential to maintaining and growing strong client relationships and supporting a team-oriented environment. Only candidates with prior relevant experience will be considered.</p><p><br></p><p>The <strong>Client Services Manager</strong> will support the Advisor by ensuring all client service tasks are executed efficiently, allowing the Advisor to focus on high-level client engagement and strategy. This role requires top-tier customer service, follow-through, and problem-solving abilities to deliver a polished and reliable client experience.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Provide daily support to Advisor(s), ensuring seamless operations and follow-through on all client-related tasks.</li><li>Monitor and manage outstanding client action items, maintaining a regularly reviewed tracking system for each Advisor.</li><li>Act as a primary point of contact for clients, offering professional and courteous service.</li><li>Manage general office and administrative functions such as phone coverage, mail processing, scheduling, filing, and meeting preparation.</li><li>Assist in preparing materials for client and prospect meetings, including presentations and documentation.</li><li>Oversee new client onboarding processes, including account setup, recurring transactions, online access, and quarterly meeting scheduling.</li><li>Work with the marketing team to coordinate campaigns, events, and deliver regular communications and insights to clients.</li><li>Maintain and update the CRM system by entering contacts, managing groups, and generating reports as needed.</li></ul><p><br></p>
