Entry Level Client Representative

The Client Representative plays a crucial role in establishing and maintaining positive relationships with new and existing customers. This position involves working directly with clients in a face-to-face manner to address their needs, provide information about products and services, and ensure customer satisfaction. The Client Representative also supports the sales process, tracks profitability and losses (PNLs), and focuses on customer retention. This role requires excellent communication and interpersonal skills, strong product knowledge, and a proactive approach to building and maintaining client relationships.

Responsibilities:

Client Relationship Management:

• Interact with new and existing customers in a professional and timely manner, ensuring their needs are met and addressing any concerns or issues they may have.
• Build and nurture long-term relationships with clients, fostering loyalty and trust.

Provide accurate and up-to-date information about products and services, addressing client inquiries and recommending appropriate solutions.

• Regularly follow up with clients to ensure satisfaction and maintain ongoing communication.
• Assist the sales team by providing product knowledge and information during the sales process.
• Collaborate with the sales team to identify potential upsell or cross-sell opportunities based on customer needs and preferences.
• Participate in sales meetings and presentations, offering insights and suggestions to enhance the sales process.

Prepare and deliver sales proposals, quotes, and presentations to clients as needed. Profit and Loss (PNL) Tracking:

• Monitor and analyze the profitability and losses associated with various products and services.
• Maintain accurate records of sales, revenue, and expenses related to client accounts.
• Identify areas for cost savings or revenue growth and provide recommendations to optimize profitability.
• Collaborate with the finance or accounting department to ensure accurate and timely reporting of PNL data.

Customer Retention:

• Develop and implement strategies to improve customer retention rates.
• Proactively identify potential issues or challenges that may impact customer satisfaction or loyalty.
• Work closely with clients to understand their evolving needs and preferences, anticipating future requirements.
• Collaborate with internal teams to address customer concerns and resolve any service or product-related issues.

Product and Service Knowledge:

• Maintain a deep understanding of the company's products and services, staying up-to-date with industry trends and advancements.
• Continuously enhance product knowledge through training programs, workshops, and self-study.
• Educate clients about new products or services and their benefits, helping them make informed decisions.

Requirements:

• Bachelor's degree in business administration, marketing, or a related field (preferred but not required).
• Proven experience in a client-facing role, preferably in sales, account management, or customer service.
• Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
• Strong problem-solving and decision-making abilities.
• Proficiency in using CRM software or other customer management systems.
• Ability to multitask, prioritize, and manage time effectively.
• Detail-oriented with a focus on accuracy in record-keeping and reporting.
• Sound understanding of sales techniques and strategies.
• Knowledge of the products and services offered by the company, or a willingness to learn about them.
• Flexibility to adapt to changing customer needs and market dynamics.
• Willingness to travel to meet clients as required.

Note: This job description is a general outline of the key responsibilities and requirements of a Client Representative. Actual roles and responsibilities may vary depending on the specific company, industry, and organizational structure.

Job Type: Full-time

Pay: $650.00 - $850.00 per week

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Toledo, OH: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have full time availability, including one weekend day?
• Do you have a reliable form of transportation?
• Can you travel up to 30 miles to client locations?

Experience:

• Customer service (Preferred)

Work Location: In person

Salary : $650 - $850