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Virtual Customer Specialist
2 weeks ago
Operations and Customer Engagement Specialist
Our consultancy, a leader in creating
business plans and investor pitch decks for business owners and professional partners, is looking for an Operations and Customer Engagement Specialist.
- Asana
- Pipedrive
- Calendar
- Zoom
Company Profile:
We excel in delivering strategic business documentation that empowers our clients to achieve their investment and business goals, making us a trusted partner for entrepreneurs and financial professionals alike.
Key Activities & Responsibilities:
-
Customer Intake & Sales Process Management:Take charge of the initial customer interactions, from intake through to the first sales conversations, culminating in the dispatch of tailored proposals.
-
CRM Oversight & Monitoring:Keep a vigilant eye on the CRM (Pipedrive), ensuring every customer interaction, follow-up, and sales milestone is accurately recorded and monitored.
-
Project & Executive Support Coordination:Use Asana to assign project tasks and manage executive responsibilities, ensuring efficient workflow and task completion.
Qualifications:
- Demonstrated experience in operations, customer engagement, and the sales process within a consultancy environment.
- Proficient with Pipedrive, with a strong emphasis on maintaining comprehensive records and a culture of notetaking and checklisting.
- Skilled in using project management tools like Asana for detailed task management and executive support.
- Outstanding communication skills, adept at fostering positive customer relationships from initial contact to proposal delivery
- Leadership experience, preferably in supervising a team or a Virtual Assistant, with a commitment to detail and accuracy.
Salary:
R14 000,00 - R16 000,00 per month
Experience:
- Asana
- PipeDrive: 3 years (required)
- Remote work: 3 years (required)
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