The Client Solutions Specialist joins a small team within the SweetRush Client Solutions department, which leads business development initiatives and partners closely with SweetRush team members to define all aspects of new training projects, including the learning solution, budget, and project plan to address client needs, challenges, and constraints.
This highly organized, detail-oriented contributor assists in drafting responses to common proposal questions using a database of responses and creating statements of work and project plans, and is the owner of all account documentation for his or her assigned team. Through effective completion of responsibilities, the Client Solutions Specialist makes it possible for the Client Solutions team to operate efficiently, maximizing each member’s strengths and the team’s ability to achieve more sales. The ownership and maintenance of account documentation ensures that each member of SweetRush can easily access consistent, accurate information about our clients. The Client Solutions Specialist is a support role, working to support Solution Architects in achieving their sales goals by performing the duties described below. If you have a customer service mindset, incredible attention to detail, and love behind-the-scenes type work, please keep reading!
Proposals and Statements of Work
Write statement of work (SOW) contracts based on approved proposals.
Contribute to proposals by sourcing boilerplate responses from a database.
Maintain work samples for inclusion in proposals and select appropriate examples for client proposals.
Maintain the proposal database with updated written responses.
Produce high-level or detailed project plan(s) (as appropriate) based on the client’s timing requirements, standard deliverable turnaround times, and input from team members.
Incorporate team review feedback into proposals.
Coordinate the submission of proposals by interacting directly with clients.
Coordinate client and internal meetings.
Account Management Documentation
Create consistent account-specific documentation.
Curate additional information and maintain account documentation to ensure constant accuracy.
Prepare demo decks with project examples based on each client’s industry and interests.
Update internal databases with information on sales pipelines, talent resourcing, client contact info, and up-to-date account summaries.
Schedule client meetings.
Provide additional administrative support as required.
Requirements / Knowledge, Skills, and Abilities
Minimum of 5 years’ experience in a business setting; experience as an executive assistant desired
Strong writing skills and ability to communicate the SweetRush brand through written tone
Highly organized and able to keep track of multiple projects and tasks simultaneously
Detail whiz (“detail-oriented” doesn’t even begin to describe the level of mastery needed)
Ability to anticipate and fill a need before it’s been identified by a colleague
Ability/desire to self-manage and take initiative with minimal direction/support
Expert-level abilities with Microsoft Word, Excel, and PowerPoint
Positive and collaborative attitude
Proven ability to work on a highly collaborative team
Warmth and ability to quickly establish trust and rapport with internal team members and client contacts
A strong desire to create order and organization
A customer service mentality and viewing colleagues as your customers