Job Description

White Oak Strategies is a sales and client management firm dedicated to delivering exceptional solutions to our clients. We specialize in sales and customer acquisition, striving to provide unmatched service and results for our exclusive clients. As we continue to expand our operations, we are seeking a motivated and customer-focused individual to join our sales team as an Entry Level B2B Customer Support Specialist.

Responsibilities: 

• Interact with current and prospective business customers in a professional and friendly manner, addressing inquiries, providing information about our clients products/services, and offering assistance to ensure their needs are met.
• Facilitate sales presentations to customers with the goal of enrolling them in our clients available services. 

• Troubleshoot and resolve customer issues, concerns, or challenges promptly, escalating complex problems to appropriate team members when necessary.
• Develop a deep understanding of our products and services to effectively communicate their features and benefits to clients, aiding in upselling and cross-selling opportunities.
• Maintain accurate and detailed records of client interactions, inquiries, feedback, and resolutions in our CRM system.
• Collaborate with the sales team to identify opportunities for upselling and cross-selling based on client interactions and needs.

Qualifications and Skills:

• Previous experience in customer support, client management, or a related field is preferred.
• Exceptional interpersonal and communication skills, both written and verbal.
• Strong problem-solving abilities with a customer-centric approach.
• Proficiency in using CRM software and other relevant tools.
• Detail-oriented with excellent organizational skills.
• Ability to work collaboratively in a fast-paced, team-oriented environment.
• Empathetic and patient demeanor when dealing with client inquiries and concerns.

Education:

• High school diploma or equivalent; Bachelor's degree preferred.

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