Client Services Representative

• Acts as the main point of contact for assigned clients.
• Responsible for monitoring and assisting with the implementation and execution of client marketing campaigns after an account is sold.
• Provide regular database maintenance to ensure CRM accuracy and the ability to pull data quickly.
• Collaborate with internal teams to fulfill client requests and campaigns accurately and in a timely manner.
• Investigate and resolve client concerns.
• Communicate professionally, accurately, clearly, and courteously with clients and internal teams.
• Maintain a high level of client retention year-over-year.
• Conduct regularly scheduled reporting calls with each client to deliver campaign performance data in an easy-to-understand format.
• Keep accurate records of all client correspondence in our CRM system (currently ClickUp).
• Assist the internal team with the communication of strategy for each assigned account (PPC, SEO, Marketing Automation, Social Media, Website Development, Mass Media, etc.).

Client Services Account Manager

Client Service Associate

Pharmacy Executive IV – Pharmacy Sourcing, Client Services

Client Services Representative

Client Support, Insurance Representative

Client Services Administrator – Shareholder Communication, Contract