Client Success Manager and Intake Specialist

Client Success Manager and Intake Specialist

Join to apply for the Client Success Manager and Intake Specialist role at Nova Virtual Solutions.

Responsibilities

• Manage all current clients, including picking up phone lines, onboarding new clients, completing demos, ensuring all contracts are signed, and keeping client files up to date.
• Must be able to work in the office at least 3 days per week.
• Provide clients with access to Helport or the live monitoring system and conduct demos with them.
• Assist with marketing for new clients by engaging in digital marketing and utilizing the referral program to attract new clients from existing ones.
• Follow up with marketing leads and convert them into new clients.
• Produce and update policies and procedures.
• Conduct market research and develop plans and ideas to enhance operational efficiency.
• Conduct monthly satisfaction surveys with all clients.