Skill: Client Relationship Management
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Marketing Specialist
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Responsibilities: Sales and Marketing Material Preparation: Develop engaging and effective sales and marketing materials, including service decks, sales decks, and graphics for marketing campaigns. Collaborate with cross-functional teams to gather necessary information and insights for content creation. Ensure consistency in messaging and branding across all materials. Negotiation Skills: Utilize professional negotiation skills to secure business…
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Client Services Coordinator
Date Posted —
You are the first point of contact for clients needing assistance with estate planning, probate, conservatorships and guardianships in our office. You have a way with people and CRMs; specifically Dubsado project management CRM skills. You have high emotional intelligence to diffuse angry clients or manage sensitive cases. You have an innate ability to connect…