Ensure overall success of Crosslake’s client relationships by regularly interacting with senior leadership and key client contacts
Drive processes critical to client acquisition, project execution, account management, and client satisfaction
Maintain client data records to ensure high-quality, reliable information from business development pipeline through project closeout
Administer client account and project document processes (e.g., Master Service Agreements, Statements of Work, Non-reliance Letters) to ensure consistent, timely execution
Coordinate early-stage client engagement logistics internally and externally, including proposal reviews, scoping meetings, staffing readiness verification, and pre-kickoff calendaring
Review business development opportunities to ensure readiness upon closing (documentation, staffing needs)
Generate reporting and analytics regarding projects and accounts and collaborate across internal teams to drive process execution
Provide general administrative support to client-facing leadership, including correspondence and calendaring
Own and maintain company systems of record, including CRM, to support client needs
Requirements
Minimum of 3 years of client operations experience or in a sales support role
BA / BS in related field
Familiarity with CRM systems (SalesForce and HubSpot preferred) with the ability to create reports and extract data as needed
Proficiency in Microsoft office products such as Word, Excel, SharePoint, and PowerPoint
Strong analytical, organizational, and time management skills with an eye for detail
Solid data analysis and data cleansing skills
Excellent teamwork, interpersonal, communication, and customer service skills
Ability to manage multiple priorities and deadlines
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisdata cleansingreport generationproject executionclient acquisitionaccount managementdocument administrationproposal reviewstaffing readiness verificationbusiness development
Soft skills
analytical skillsorganizational skillstime managementattention to detailteamworkinterpersonal skillscommunication skillscustomer service skillsability to manage prioritiesability to meet deadlines