Review intake call notes and translate client needs into customized offers
Prepare and send polished offer documents to prospective clients
Follow up with clients on outstanding offers, keeping the pipeline moving
Handle administrative tasks tied to client management and account organization
Jump on phone calls with prospective clients when needed to clarify, answer questions, or close

Strong English communication skills, both written and verbal
Prior experience in a similar role (offer preparation, account management, sales support, or customer success)
High empathy and emotional intelligence
A customer-service mindset and a genuine interest in helping people
Detail-oriented and methodical
Critical thinker who can spot what's missing or unclear in a brief
Empathetic and able to put yourself in the client's shoes
Strong at following instructions and processes without losing the human touch

Offer Specialist, Account Manager

Key skills