California Client Services Representative

About the role

As a Sales Support, Client Service Representative, you will be the first point of contact for Walker Advertising clients. In this role you will work closely with the sales team and you will be responsible for onboarding and maintaining new and existing clients. You should have a pleasant personality, as this is a customer service role. You should be able to deal with issues in a timely and effective manner, while being proactive in multi-tasking in a fast-paced environment and executing administrative tasks to the highest quality standards.  

Responsibilities: 

• New client onboarding. Communicate expectations, processes and procedures regarding products.
• Coordinate with client and accounting to ensure seamless billing transactions. 
• Act as the first point of contact for sales team and clients seeking help with products. 
• Provide troubleshooting and technical assistance to clients.
• Anticipate the client needs, communicate next steps as well as solutions. 
• Key resource to ensure clients successfully engage with the products and realize the full potential of investment. 
• Owning the Client Relations Experience by being proactive with the client touch points and handling any concerns and inquiries.
• Liaison between Sale team and clients. Ensuring support on both sides. 
• Client maintenance, collect, manage and execute all contracts for new and existing clients.
• Collect and process payments for new and existing contracts. 
• Update day to day activity in Salesforce. 
• Maintain, produce and distribute internal reports as requested and scheduled. 
• Maintaining a positive, empathetic and professional attitude toward customers always. 
• Responding promptly to customer inquiries. 
• Acknowledging and resolving client complaints. 
• Keeping records of client interactions, transactions, comments and complaints. 
• Providing feedback on the efficiency of the customer service process. 
• Ensure customer satisfaction and provide professional customer support. 
• Actively manage features and dependencies in and across products. 

Requirements:  

• Ability to prepare reports. 
• Strong Excel skills.
• High School Diploma or general education degree, or four or more years related experience or training.  
• Excellent verbal and written communication skills. 
• Good time management and organizational skills.
• Ability to work in a team environment. 
• Outstanding sales skills. 
• Proficient in MS Suite.
• Experience using and managing Salesforce.
• Must live in California

Company benefits/perks:

• Three Weeks Paid Time Off
• Twelve Weeks of Guaranteed Paid Parental Leave
• Insurance - Medical, Dental, Vision, etc.
• 401(k) Retirement Savings Plan
• Wellness Initiatives/Employee Assistance Program
• Rewards and Recognition
• Career Development Opportunities

Salary Range: 

Starting at $25/hour plus 5% annual bonus

AI Disclaimer & Accommodations We may use AI-enabled tools to assist with certain parts of our hiring process, including application review and candidate evaluation. These tools support our team and are used with human oversight. All final hiring decisions are made by humans. If you require reasonable accommodations during the application process or have questions about our hiring process, please contact [email protected].