Client Success Specialist

*Primary Responsibilities:* *Sales Processing:* * Review all legal and financial needs for each sale, process within SalesChain and eAutomate.
* Obtain financial documents necessary for completed sale.
* Liaison between sales reps and clients to the leasing company partners.
* Contact clients for deliveries and order processing related communications.
* Accurately process Lease Returns with the Operations Manager.
*Contract Management:* * Process all new service contracts internally for new deals.
* Process ITT contracts and provide necessary ITT dealer documentation.
* Assess Contract Profitability reports.
*Billing:* * Generate all new sales invoices.
* Manage lease billing to ensure accuracy of the service contract and equipment lease.
* Submit financial documents to leasing companies for funding sales.
* Assist clients with any billing questions and/or issues.
*Customer Account Management:* * Daily calls to cultivate and manage client relationships.
* Follow up calls to clients on services provided.
* Update customer information and contacts in eAutomate and SalesChain.
* Manage the lease desk to keep track of upgrade opportunities.
* Maintain relationships with clients to continue to upgrade the account when leases expire.
* Create opportunity packages for current client upgrades to the latest technology.
* Draft Proposals and documentation for client upgrades.
* Always offering and introducing the latest technology products and services to current clients.
* Complete Quarterly Business Reviews.
*Support and back up to Service and Supply orders:* * Use current DCA to obtain supplies needed for clients.
* Manage the consumption for proper replenishment.
* Create sales orders in eAutomate as needed.
* Assist clients with ETA.
Job Type: Full-time Salary: $42,491.
82 - $51,172.
95 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Schedule: * 8 hour shift * Monday to Friday Ability to Relocate: * Sarasota, FL: Relocate before starting work (Required) Work Location: In person