Proactively collaborate with clients to research, implement, and monitor programs that support applications and business goals to ensure a positive relationship
Conduct research to communicate findings/solutions to assist sales representatives with maintaining and expanding strategic client base and revenue
Maintain tools to support the sales teams
Generate client reporting and client dashboards
Support efforts to address past due invoices and customer service issues, execute work orders, and ensuring appropriate filing of contracts with legal
Coordinate with Customer Success Managers to support customer training and onboarding
Assist sales with entering accurate forecasts in CRM tool, generate reports for forecast and weekly-monthly reports