Customer Service Support (50%)

• Serve as one of the primary customer service representatives 
• Answer and screen incoming calls along with retrieve messages from the general phone mailbox from stakeholders;
• Answer emails from Customer Service pipelines and respond with clear and concise answers or disseminate to appropriateperson for response; prepare, proofread, and edit general documents, forms, and reports; create, categorize, and maintain correspondence and general files; fulfill requests for information by telephone, or mail; maintain department schedules
• Respond to routine questions and requests or find the appropriate resource relating to technical, procedural, and implementation questions regarding processes and procedures

General Administrative Responsibilities (50%)

• Manage meeting arrangements, webinars, conference calls, appointments, etc.
• Manage travel arrangements and prepare expense reports
• Assist with design and creation of sales presentations
• Assist with formatting and editing technical documents
• Process vendor invoices and review for proper coding, documentation, and payment amounts; organize and deliver invoices with respective support documents
• Manage timely preparation of expense reports and invoices
• Assist with data input, verifying information in the database and reconciling data inputs, outputs, and exchanges
• Prepare activity reports and summaries from the database
• Prepare all quarterly financial reports
• Organize, prepare, and deliver contract agreements to stakeholders and ensure proper documentation

Required Education, Skills and Experience:

• A minimum of one to two years of prior professional work experience in a similar role or related field
• Experience using HubSpot and/or Salesforce CRM is a plus
• Computer literacy, including formatting skills and an understanding of and ability to use Microsoft Office 365 products (Word, Outlook, PowerPoint, and Excel). Intermediate knowledge of Excel is a plus!
• Clear understanding and ability to process and maintain information through database software
• Strong relationship and team building experience working with internal and external stakeholders