Client Services & Sales Support Specialist

SUMMARY: Management Business Solutions is seeking a Client Services & Sales Support Specialist for a client in Southwest Michigan. This on-site position is ideal for a detail-oriented professional with extensive experience supporting both customer service and sales operations. The successful candidate will play a key role in delivering exceptional customer support, coordinating sales activities, maintaining CRM and industry-specific information system, and ensuring accurate documentation in a highly regulated environment.

RESPONSIBILITIES:

• Provide customer support by responding to inquiries regarding services, order status, and related processes via phone and email.
• Support sales operations by coordinating schedules, assisting with customer follow-up, and maintaining CRM records.
• Maintain accurate customer information within CRM and industry-specific information system, including account updates and order processing.
• Assist with reporting, documentation, incident tracking, and data accuracy to support operational excellence.
• Coordinate calendars, meetings, and customer review activities for internal teams.
• Promote additional services and support business development initiatives with new and existing customers.
• Assist with proposals, administrative documentation, and credentialing activities as needed.
• Train team members on established customer service and sales support processes and best practices.
• Ensure compliance with confidentiality standards and maintain a high level of accuracy in all customer records and communications.

QUALIFICATIONS:

• Bachelor's degree required.
• 10+ years of combined customer support and sales support experience.
• Minimum of 5 years of Salesforce experience, preferably both Classic and Lightning.
• Experience working in a regulated and customer-focused organization is preferred.
• Strong proficiency with Microsoft Office, particularly Outlook, Excel, and SharePoint.
• Excellent organizational, communication, and customer service skills.
• Demonstrated attention to detail with a strong focus on accuracy and quality.

MANAGEMENT BUSINESS SOLUTIONS IS AN EQUAL OPPORTUNITY EMPLOYER