Account and Client Solutions Specialist

We are seeking a proactive, high-energy Account and Client Solutions Specialist with approximately 2–3 years of professional experience to support sales activities, marketing initiatives, customer engagement, and account success.

This is a hands-on, execution-focused position for someone who is organized, responsive, goal-driven, and comfortable working across multiple priorities. The ideal candidate takes ownership of assignments, follows through on commitments, communicates professionally with customers and internal teams, and looks for opportunities to keep sales and marketing activities moving forward.

This is not a senior management position. It is designed for a developing professional who wants increased responsibility, exposure to multiple areas of the business, and an opportunity to grow with the organization. This is a full-time, on-site contractor position requiring a 40-hour work week.

Responsibilities

• Support day-to-day sales and business development activities, including prospect research, lead follow-up, meeting preparation, presentations, and sales documentation.
• Assist with CRM management, including maintaining customer and prospect records, tracking opportunities, updating activities, and supporting pipeline reporting.
• Coordinate customer communications, follow-ups, meetings, demonstrations, and account-related action items.
• Support customer satisfaction and account success by helping ensure questions, requests, commitments, and follow-up items are addressed in a timely manner.
• Assist with marketing initiatives, including campaigns, events, conferences, email outreach, social media, marketing collateral, and sales enablement materials.
• Help prepare presentations, proposals, customer-facing materials, reports, spreadsheets, and other business documents.
• Research prospective customers, industries, market opportunities, partners, and competitors.
• Support conference and event preparation, including registrations, materials, schedules, logistics, lead capture, and post-event follow-up.
• Track tasks, action items, deadlines, and deliverables across sales and marketing initiatives.
• Coordinate with internal teams to ensure sales opportunities and customer requirements are communicated and followed through.
• Assist with scheduling, meeting coordination, agendas, notes, and follow-up actions.
• Identify opportunities to improve internal processes, organization, customer responsiveness, and sales productivity.
• Take on additional sales, marketing, customer support, and business operations responsibilities as organizational needs evolve.

Skills

• Strong verbal and written communication skills.
• Professional customer communication and relationship-management skills.
• High level of organization and attention to detail.
• Strong follow-through and ability to independently manage assigned tasks.
• Goal-driven, proactive, and comfortable working in a fast-paced environment.
• Ability to prioritize competing responsibilities and adapt when priorities change.
• Strong interpersonal and collaboration skills.
• Comfortable interacting with customers, prospects, partners, and senior internal stakeholders.
• Ability to conduct business and market research and summarize findings clearly.
• Strong presentation and business-document preparation skills.
• Basic understanding of sales processes, customer lifecycle management, and account support.
• Ability to learn new products, systems, and business processes quickly.
• Practical problem-solving mindset with a willingness to take initiative rather than wait for detailed direction.

Technology & Business Tools

• Microsoft 365: Proficiency with Outlook, Teams, Word, Excel, PowerPoint, Calendar, and related Microsoft productivity tools.
• CRM: Experience working with a CRM platform and maintaining accurate prospect, customer, opportunity, and activity information.
• Project/Task Management – Desired: Familiarity with tools such as Zoho Projects, Asana, Trello, Jira, Microsoft To Do, Planner, or similar platforms used to track tasks, action items, and deadlines.
• Comfortable learning additional sales, marketing, customer support, and business productivity software.

Qualifications

• Approximately 2–3 years of professional experience in sales support, business development support, customer success, account management support, customer service, marketing support, or a related business role.
• Bachelor's degree in Business, Marketing, Communications, Management, or a related discipline preferred , or equivalent relevant professional experience.
• Demonstrated experience communicating professionally with customers or external business contacts.
• Experience supporting multiple projects, customers, or business priorities simultaneously.
• Experience working within a team-oriented business environment while also being capable of operating independently.
• Experience with CRM systems and Microsoft Office/Microsoft 365 applications.

Prerequisites

• Must be highly dependable and capable of following assignments through to completion.
• Must be comfortable taking initiative and working with limited supervision once objectives are established.
• Must possess strong professional judgment when communicating with customers and business partners.
• Must be able to manage deadlines and maintain accurate records, notes, and follow-up items.
• Must be comfortable in a dynamic environment where responsibilities may evolve as business priorities change.
• Must be willing to support activities across sales, marketing, customer success, and general business operations rather than operating within a narrowly defined function.
• Must have a strong customer-service mindset and understand the importance of responsiveness, professionalism, and customer satisfaction.

Ideal Candidate Profile

The ideal candidate is high-energy, goal-driven, proactive, organized, and commercially minded . They enjoy working with people, are comfortable switching between customer interaction and behind-the-scenes execution, and take satisfaction in keeping opportunities, projects, and customer commitments moving forward.

They do not need extensive senior-level experience. We are looking for someone with a solid professional foundation who is ready to take on greater responsibility, learn quickly, and grow with the organization.