Client Service Specialist

Job Responsibilities:

Review Salesforce orders to ensure contracts, purchase orders, and related documentation are accurate and comply with company policies.

Process Salesforce orders accurately, verifying that account, contract, and contact details meet standards for billing, reporting, commissions, and fulfillment.

Maintain and update client records to reflect the current status of Salesforce orders, supporting accurate invoicing and reporting.

Collaborate with Finance and Legal to ensure all deals are processed in line with company policies and expectations.

Conduct monthly QA checks to identify and correct data entry errors within established deadlines.

Assist Commercial leadership, Finance, and other cross-functional teams in resolving opportunity, account, and billing-related inquiries.

Support the Sales team in closing new and existing business deals by creating and updating sales orders, reviewing investment summaries, completing vendor forms and sending orders to customers for e-signature.

Guide assigned reps in maintaining accurate Salesforce data entry to ensure proper forecasting and a seamless customer experience.

Prepare detailed renewal reports for assigned reps, including product usage.

Assist Account Managers and BDE's in client communications with French-speaking customers, related to sales order processing, billing, and collections.

Participate in Salesforce data governance initiatives and related clean-up projects.

Participate in process improvement efforts for the sales order lifecycle, identifying opportunities for greater efficiency and best practices

Assist in the integration of new entities, ensuring smooth transitions in sales order processing and data management.

Qualifications:

Bachelors degree of any field.

1-3 years of experience in account management, customer service, or sales support.

Experience with Salesforce.com or other CRM software.

Working knowledge of Word, Excel and PowerPoint (MS Office) and Outlook.

Industries:Management Consulting

Function: Others