Client Solutions Coordinator

Job Description

REQUIREMENTS

• Strong verbal communication and presentation skills
• Experience conducting discovery calls or client consultations
• Professional and confident communication with business clients
• Strong organizational and documentation skills
• Ability to explain processes clearly and guide clients step by step
• Experience using CRM systems or client management platforms preferred
• Comfortable working in a remote environment

Preferred Experience

• Customer success or client onboarding roles
• Sales support or business development support roles
• Experience working with software, consulting, or service based companies
• Experience using tools such as CRM platforms, scheduling tools, or project management systems

RESPONSIBILITIES

• Client Discovery and Initial Engagement
• Conduct scheduled discovery calls with prospective clients to understand their business needs and requirements. Provide a clear overview of our services, process, and engagement model.
• Client Onboarding Coordination

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