Client Services Representative - Waltham

Position available for an experienced client services professional at a Boston area professional services firm. Firm helps to organize and present high-quality, structured business communications, documentation, and policies and procedures in order to reduce business risk and increase employee productivity.



Position responsibilities include:

-Processing telephone and electronic event registrations both public and private

-Monitoring public seminar attendance and payments

-Sending invoices, confirmation letters, passwords and other sensitive required information.

-Answering in-bound calls

-Identification and qualification of possible sales leads for inside and field sales teams.

-Responding to email inquiries and providing a knowledge base for support questions.

-Responding to customer inquiries and requests.

-Maintenance of notes on all customer inquiries in CRM.

-Assisting sales with client contracts as needed.

-Providing CRM support as needed.

-Coordinating logistics for seminars.

-Providing support for product questions.

-Troubleshooting client problems/issues.



Seeking motivated professionals with experience and attributes in the following:

-One year customer service experience.

-Professional telephone skills and demeanor.

-Proficient in Windows Microsoft Office products (Word, Excel).

-Familiarity with CRM systems.

-Outbound telemarketing.

-Ability to effectively manage multiple projects/tasks.

-Excellent organization and project management skills.

-Accurate data entry and attention to detail.

-Exceptional written and verbal communication skills.

-Flexibility and patience.

-Strong troubleshooting and problem solving skills.