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Client Care Specialist
GR8 Global. Gather and update client, project, sales, and business information in CRM, resource management, project management, and other business systems .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, project coordination, and sales support, with a strong focus on delivering exceptional service and maintaining accurate documentation. Proficient in utilizing CRM systems and Microsoft Office Suite to enhance operational efficiency and team collaboration.
Highest-signal resume keywords
CRM Systems FamiliarityMicrosoft Office Suite ProficiencyClient Communication CoordinationSales Negotiation SkillsProject Coordination Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM SystemsDocument PreparationQuote CreationBilling AssistanceProject ManagementData Analytics CoordinationEvent CoordinationSoftware RenewalsAttention to DetailDeadline Management
Soft Skills
Interpersonal SkillsTeam CollaborationMotivational SkillsService MindsetIndependent Work Ability
Tools & Technologies
Microsoft TeamsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft OneDriveMicrosoft Planner
Industry Keywords
Client CareSales SupportTechnology SolutionsProject CoordinationTraining Events
About the role
Key responsibilities & impact- Gather and update client, project, sales, and business information in CRM, resource management, project management, and other business systems
- Schedule meetings, events, training, and related coordination activities
- Calculate and create quotes for software subscriptions and maintenance renewals
- Follow up with clients to ensure satisfaction and coordinate new client communications and next steps
- Prepare and deliver quotes and proposals and complete required engagement documentation
- Coordinate communication for software and data analytics projects
- Assist team members with billing and collections
- Support client care, software renewals, and sales of additional Technology Solutions services or products
- Assist with project coordination and billing
- Forward issues to consultants when needed
- Coordinate live online and in-person training events, including client communication, scheduling, event data, documentation, and post-event communication
- Onboard and assist new team members with basic departmental information
- Complete ad hoc projects assigned by the Client Care Manager
- Perform other duties as assigned
Requirements
What you’ll need- 2+ years of related experience
- Familiarity with CRM systems
- Advanced proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook, OneDrive, Planner)
- Strong interpersonal skills for collaborative work and positive support to internal team members and clients
- Ability to negotiate and close sales
- Ability to work successfully independently and with a team
- Ability to produce documents with attention to detail and accuracy
- Ability to positively motivate a team to achieve tasks
- Ability to prioritize deliverables and meet multiple deadlines
- Exceptional service mindset
- Minimum internet speed of 50–100 Mbps
- Private, quiet workspace dedicated to working from home
- Power and internet backup is required
Benefits
Comp & perks- Remote work
- Private, quiet dedicated home office area
- Minimum internet speed requirement of 50–100 Mbps
- Power and internet backup for business continuity