Client Analyst

Description

We are seeking a detail-oriented Sales Support Coordinator to partner with sales and operations teams in supporting business development efforts, customer relationships, and order fulfillment activities. This role serves as a key liaison between internal departments and external customers, helping ensure a seamless experience from quote generation through project completion.

Responsibilities

• Build and maintain positive relationships with customers, channel partners, and internal stakeholders.

• Process customer orders and coordinate activities to ensure timely and accurate fulfillment.

• Support project scheduling and coordinate with operations teams to facilitate successful implementation and delivery.

• Prepare quotes, proposals, pricing information, and other sales-related documentation.

• Maintain a thorough understanding of pricing structures, customer agreements, and product offerings to support sales activities and customer inquiries.

• Generate sales reports, pipeline updates, and business metrics for leadership review.

• Assist with bid submissions, proposal preparation, contract documentation, and related administrative processes.

• Track and maintain records for sales opportunities, customer interactions, and project activities within the CRM system.

• Ensure data accuracy and maintain organized documentation throughout the sales cycle.

• Collaborate with cross-functional teams to identify process improvements that enhance customer satisfaction and operational efficiency.

• Adhere to company policies, procedures, and workplace safety requirements.

• Perform additional duties and special projects as assigned.

Requirements

• High school diploma required; Associate's or Bachelor's degree preferred.

• Minimum of 2 years of experience in sales support, customer service, order management, account coordination, or a related administrative role.

• Proven ability to manage multiple priorities in a fast-paced environment while maintaining a high degree of accuracy.

• Strong customer service and relationship-building skills.

• Demonstrated success meeting deadlines, goals, and performance expectations.

• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.

• Experience working with CRM platforms and business management systems.

• Strong organizational, communication, and problem-solving abilities.

• Experience supporting proposals, bids, contracts, or project-based work is a plus.

• Experience in a product-based, distribution, manufacturing, or industrial environment is preferred but not required.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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