1840 & Company

Client Services Representative

• Promoting and selling the benefits of the COMPASS suite of products to subcontractors who are not familiar with our paid product.
• Developing, growing, and nurturing client relationships.
• Addressing all client inquiries on technical issues, processes, and fees,
• Responding to incoming and outgoing client calls and emails.
• External outreach to supporting educational and promotional campaigns.
• Leveraging client relations to gain new business, and providing client feedback to our internal teams to promote company growth.

Client Service Representative

Account Executive

• Follow up on existing quotes at pre-determined times
• Engage prospects to understand trip details, needs, and decision timelines
• Convert qualified leads into booked reservations
• Build rapport with schools, corporate clients, tour groups, and private customers
• Maintain consistent communication throughout the sales cycle
• Provide professional, friendly, and knowledgeable service
• Address customer questions regarding pricing, availability, and safety
• Reinforce company value propositions (safety record, reliability, service quality)
• Proactively close sales and secure deposits
• Maintain accurate records of all interactions in CRM system
• Track lead status, follow-ups, and conversion outcomes
• Ensure no opportunities fall through the cracks
• Gather feedback from lost or inactive leads
• Identify trends in objections or lost business
• Provide insights to management to improve pricing, service, and sales strategy

Inside Sales Consultant

• Follow up on existing quotes at pre-determined times
• Engage prospects to understand trip details, needs, and decision timelines
• Convert qualified leads into booked reservations
• Build rapport with schools, corporate clients, tour groups, and private customers
• Maintain consistent communication throughout the sales cycle
• Provide professional, friendly, and knowledgeable service
• Address customer questions regarding pricing, availability, and safety
• Reinforce company value propositions
• Proactively close sales and secure deposits
• Maintain accurate records of all interactions in CRM system
• Track lead status, follow-ups, and conversion outcomes
• Gather feedback from lost or inactive leads
• Identify trends in objections or lost business

Executive Assistant

• Support the team in daily customer support, operational follow-up, and administrative coordination related to the use of our SaaS platform.
• Provide excellent customer experience, manage customer requests, maintain organized records, and support operational tasks for smooth daily operations.
• Work from 8:00 a.m. to 12:00 p.m.

Virtual Assistant

• Manage emails and schedule appointments efficiently
• Conduct web and property research to generate leads
• Create and update property listings on platforms such as **Zillow, Craigslist, Turbotenant, Zumper, and Stessa**
• Prepare and format documents (Word, Excel, PDF conversions)
• Assist with budget tracking and general administrative tasks

Real Estate Virtual Assistant

• CRM, Odoo & Sales Operations: Advanced Odoo CRM Management: Configure, maintain, and optimize client records, master data, and sales pipelines (Leads, Opportunities, Quotations) within Odoo.
• Sales Process Support: Qualify new leads, coordinate first outreach steps, and support the creation/sending of sales proposals (Quotations) directly from Odoo.
• Workflow Optimization & Support: Actively support the team in identifying automation opportunities between Odoo modules (e.g., Sales to Invoicing) and other tools (Google Workspace, Zapier). Comfort in learning and utilizing new digital tools and automation platforms is essential.
• Sales Reporting & Analytics: Prepare regular reports on pipeline performance, conversion rates, and key sales metrics.
• Technical Maintenance: Perform periodic maintenance, test web forms and contact flows, and coordinate with IT/developers for complex integrations.
• Operations and Client Support: Client Onboarding & Contracts: Manage the entire client onboarding flow within Odoo: record creation, contract dispatch (digital signature integration), and follow-ups.
• Invoicing and Internal Accounting (Odoo Module): Assist with the creation of invoices and credit notes. Support the Finance team in tracking outstanding payments (Accounts Receivable Follow-ups).
• Operational Documentation: Maintain updated Standard Operating Procedures (SOPs) and internal documentation related to Odoo usage and operational flows.
• Administrative Management: General team administration, including managing shared inboxes (e.g., admin@).
• Team Support: Assist with the technical onboarding of new team members (Odoo access creation, CRM usage training). Coordinate internal tools and provide basic troubleshooting support for systems in use.

Virtual Assistant, Odoo ERP

Operations

• Review and process purchase orders to ensure accuracy and compliance
• Coordinate US license delivery ( cloud keys)
• Manage the full order lifecycle across regions, tracking open cases and collaborating with Sales, TechOps, and Support
• Lead regular syncs with Sales to clean pipelines and streamline processes
• Track requests and issues via Jira and internal systems
• Own the end-to-end subscription and renewal process in Salesforce
• Provide accurate forecasts and insights on recurring revenue, renewals, churn risk, and expansion opportunities
• Support the CRO with administrative and operational tasks, including Travel reports and other admin work as required

Sales Operations Administrator

Content Marketing Manager

• Lead the strategy and deployment of internal AI systems for marketing, copywriting, and creative content
• Build and maintain in-house generative AI capabilities capable of handling sensitive or adult digital content
• Architect, integrate, and scale custom AI tools while ensuring compliance and strong data governance
• Collaborate cross-functionally with marketing, product, and engineering teams to develop AI-driven workflows tailored to business needs

AI Solutions Lead – Marketing & Content

• Review and process purchase orders to ensure accuracy and compliance
• Coordinate US license delivery (cloud keys)
• Manage the full order lifecycle across regions, tracking open cases and collaborating with Sales, TechOps, and Support
• Lead regular syncs with Sales to clean pipelines and streamline processes
• Track requests and issues via Jira and internal systems
• Own the end-to-end subscription and renewal process in Salesforce
• Provide accurate forecasts and insights on recurring revenue, renewals, churn risk, and expansion opportunities
• Support the CRO with administrative and operational tasks, including Travel reports and other admin work as required

Sales Operations Admin

Manager

• Attend daily meetings with USA-based Program Managers and provide structured daily status reports.
• Coordinate closely with the Head of CRM for operational updates, risk identification, and issue escalations.
• Join internal project discussions to understand business requirements and track progress.
• Maintain CRM trackers and generate basic reports using Microsoft Excel.
• Support CRM process documentation and operational improvements.
• Participate in structured internal training sessions on Salesforce and CRM fundamentals.

Support Manager

Call Center Representative

• Customer Service Agents will handle order entry and resolution with precision and professionalism.
• Responsibilities include responding promptly to inquiries, providing accurate product and order information, and resolving issues related to returns, warranties, and general questions. Agents will utilize key systems such as CST/M3 for order management, Shopify for e-commerce processing, and Hubspot and Connex.ai for CRM and escalation handling.
• Success in this role requires attention to detail, strong collaboration with internal teams for escalations, and a commitment to capturing feedback to drive continuous improvement.
• Customer Service Representatives are required to effectively manage their time. They should regularly review their calendars on a daily, weekly, and monthly basis to strategically prioritize their tasks and optimize their schedules.
• Customer Service Representatives are expected to communicate professionally, clearly, and effectively with customers and clients, both written and verbal communication.
• Customer Service Representatives must use proper grammar, punctuation, and spelling, and be able to articulate situational details effectively in their writing.

Client Service Representative

Inside Sales Consultant

Inside Sales Consultant

Client Service Representative

Inside Sales Consultant

Client Service Representative

Client Service Representative

Virtual Assistant

Real Estate Virtual Assistant

Virtual Assistant, Odoo ERP

Sales Operations Administrator

AI Solutions Lead – Marketing & Content

Sales Operations Admin

Support Manager

Bilingual Contact Center Agent