Virtual Customer Specialist

2 weeks ago


Johannesburg, Gauteng, South Africa Outsourcing To South Africa Full time

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.

This role is pivotal in taking significant operational and sales responsibilities off the owner's shoulders, including handling the organizing of

  • 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
: 3 years (required)

  • PipeDrive: 3 years (required)
  • Remote work: 3 years (required)

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