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Client Services Representative

All Done Consulting

Client Services Representative

Scottsdale, AZ
Full Time
Paid
  • Responsibilities

    Job Description

    • Ensures client success in three all verticals. Buyers, providers and consultants

    • Creates onboarding process, holds account managers accountable

    • Stays connected to CEO | EA | DS | PD | Legall | HR (Client Services Team) 

    • Buyer Tasks Assists with onboarding

    • Interviews clients, completes confidence reports

    • Offers updates on new offers, upsells, relationship mining

    • Assists with app profile building 

    • Provider Tasks - | PBD | CMO | VP | COO | RM | CS (Provider team) 

    • Handles updates from provider, relays to sales force

    • Handles contract edits, ensures provider is onboarded into the App 

    • Delivers bi weekly status reports from ADC to the provider

    • Consultant Tasks - Makes sure they watch training

    • Accountability check ins 

    • Bi weekly meetings with PD to ensure training is producing results

    • Collects feedback from consultants on how to improve training + process

    • Relationship mining offers insight from other aspects of the business to end consultants

    Company Description

    We’re creating an app designed to change the way people buy online businesses by automating fundraising for tech tech startups. If the idea of creating billion dollar companies over the next 3-5 years excites you then please apply!