Key skills
CRMCommunicationSales
About this role
Role Overview
- Enter new client information in the company database.
- Set up client accounts in Company Softwares.
- Oversee client page in CRM and update with all add-ons and relevant details.
- Note-take on client calls.
- Provide clear and detailed notes for creative teams to execute.
- Review sales calls, take notes with timestamps.
- Capture intricate details and convey all information to the team.
- Track all documents, requirements, and project assets, keeping them organized and easily accessible.
- Join client meetings as needed
Requirements
- Experience in client onboarding, account setup, or client success roles
- Excellent communication, comprehension, and note taking skills.
- Proficiency in using CRM systems, Teamwork, Ticketing systems, Virtual Meetings and other related software.
- General understanding of digital marketing.
- Ability to work independently and as part of a team
- Dental Experience preferred