Client Development Specialist

Duties of the Position

• Support the sales team through client onboarding, sales documentation, CRM coordination, and client-facing follow-up
• Create and maintain new client matters or cases in QuickBase and related systems, ensuring accurate entry of rates, billing details, case descriptions, and executed documentation
• Maintain accurate Salesforce, Apollo, QuickBase, and related sales operations records, including lead research, lead ownership updates, opportunity updates, and follow-up task support
• Provide client and internal communication support by helping respond to sales-related inquiries, coordinating next steps with project management, accounts receivable, leadership, and other internal teams, and keeping stakeholders aligned
• Support sales proposals, RFP responses, client presentations, supporting materials, and related documentation, including formatting, organizing assignments, tracking progress, compiling supporting materials, and maintaining knowledge libraries
• Cook up and upload Statements of Work and related sales documents once approved, including coordination with sales representatives to confirm required details
• Coordinate with finance and accounts receivable on limited sales-adjacent items, including confirming billing contacts, invoice routing requirements, client-specific billing instructions, and approved credit or billing adjustments when needed
• Aid in updating sales templates, pricing tables, service descriptions, addenda, process guidelines, and internal documentation as offerings and workflows evolve
• Aid in sales and marketing initiatives such as CLE coordination, conference support materials, client collateral, and event-related sales follow-up; this role is not responsible for managing calendars, general scheduling, or executive assistant duties

Qualifications

• Ability to provide polished, proactive support to high-performing sales professionals without requiring constant direction
• Strong Microsoft Office skills, including Word, Excel, PowerPoint, Outlook, and Teams
• Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, sales team members, leadership, and internal operational teams
• Superior attention to detail, especially when handling SOWs, client onboarding details, CRM updates, pricing information, and client-specific requirements
• Strong prioritization skills and the ability to manage multiple sales-support workflows with similar deadlines in a fast-paced environment
• High level of professionalism, discretion, and follow-through when working with confidential client and business information
• Comfortable operating in a remote role that requires responsiveness, accountability, self-management, and clear communication across distributed teams
• Curiosity, business judgment, and a desire to understand client needs, sales strategy, and the commercial side of the business
• Collaborative, service-oriented mindset with the ability to build trust internally and externally