Job Description Client Services Administrator Job Title Client Services Administrator (CSA) Summary Duties Assist the sales team in managing processing client information, sales documentation, intake calls, limited client facing, sales appointments, and assist the team internally while the sales team is in the field. Assist with intake calls from new prospects (10%) i. Intake calls of prospects who were referred to CSM’s ii. Alleviate the workload of CSM’s by handling “house leads” b. Follow up with existing prospective clients (10%) c. Provide support for CSM’s when they are away from the office (5%) d. Assist in the scheduling and organizing of marketing events (15%) e. Be available to CSM’s out in the field for customer/prospect/referral source information f. Marketing materials (15%) i. Rework and update client documents to make them more user-friendly and efficient ii. Assist with graphic design to create marketing fliers g. Assists CSM’s by forming weekly reports of sales activity and revenue (5%) 2\\.
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