Roles and responsibilities:
· Receive training and perform duties in several departments such as Finance, Client Services, Sales, Operations and Data Solutions.
· Learn various staff functions, including operations, management viewpoints and company policies and practices affecting each phase of business.
· Meet performance (SMART) goals and objectives set by upper management and determined upon accepting position
· Report on progress of goals and objectives
· Observe experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties
· Train in functions and operations of related departments to facilitate subsequent transferability between departments and provide greater promotional opportunities
· Provide support as needed in the various departments, including reporting, data-entry, presentation creation, strategic planning, customer service as needed
· Building long-term relationships with key clients.
· Addressing customer concerns and complaints.
· Creating sales plans to generate revenue with department heads
· Create plans to address clients’ business needs
· Advise clients on creating profitable processes
· Schedule regular meetings with customers to ensure they are satisfied
· Act as point of contact for complaints and escalate issues as appropriate
· Help sales team up-sell or cross-sell services
· Ensure both the company and clients adhere to contract terms
· Study competition to find new ways to retain customers
· Collaborate with internal teams (e.g. sales, Admin, senior management) to address customers’ need
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