Talent.com
Client Services & Sales Specialist
Client Services & Sales SpecialistPri-Med • Boston, MA, US
Client Services & Sales Specialist

Client Services & Sales Specialist

Pri-Med • Boston, MA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Pri-Med is looking for a Client Services & Sales Specialist to join our team! In this role, you'll manage the entire project lifecycle for our Pri-Med Academy online education product. From lead generation and onboarding to implementation and post-program reporting, you'll play a key role in ensuring client success and supporting sales initiatives. This role will involve establishing connections with clients, handling multiple projects concurrently, and working collaboratively in a dynamic, team-based setting.

This is an exciting opportunity to be part of a new product launch, with continued growth, opportunity, and challenges. We're looking for someone who thrives in a fast-paced, collaborative environment and brings a meticulous approach to project management.

Client Services Responsibilities :

  • Lead onboarding meetings and communications with new clients to understand Pri-Med Academy's offerings including content available and overall learning management system (LMS)
  • Be the go-to expert for our learning management system
  • Build and maintain strong, long-lasting client relationships through proactive communication and regular check-ins
  • Respond to client inquiries, concerns, and requests promptly and professionally
  • Coordinate with Clinical and Accreditation teams to stay up to date on content availability and expiration
  • Become the project matter expert on product offerings and specs
  • Act as the bridge between clients and internal teams, ensuring effective communication and alignment on client objectives
  • Manage client onboarding process for new accounts and ensure seamless client experience

Sales Support Responsibilities :

  • Assist the sales team in identifying and researching potential prospects through research and company tools / analytics
  • Monitor client satisfaction and identify upselling and cross-selling opportunities within existing client base
  • Contribute to the development of sales materials by integrating customer feedback and insights gathered through voice-of-the-customer initiatives
  • Additional Responsibilities :

  • Own the content library for Pri-Med Academy
  • Collaborate with Digital team to ensure content edits have been executed
  • Success Metrics :

  • High client retention and satisfaction scores.
  • Growth in upsell and cross-sell revenue.
  • Timely and effective responses to client inquiries.
  • Requirements :

  • Bachelor's degree with two to three years of project management experience
  • Self-motivated with strong initiative and accountability
  • Resilient and persistent in face of rejection or challenges
  • Detail-oriented with strong analytical and problem-solving skills
  • Ability to work independently while contributing to team goals
  • Professional demeanor with high emotional intelligence
  • Adaptable and comfortable in fast-paced environment
  • Willingness to travel domestically 2-5 times annually; some weekend travel required
  • Pri-Med Perks :

  • We promote work / life balance by offering flexible work schedules, Summer Fridays, Winter Vacation, and paid parental leave.
  • Boston-based applicants : Flexible work-from-home schedule, with in-person office days on Tuesdays and Thursdays.
  • Health Benefits : medical, dental & vision, plus a wellness program, which allows employees to earn up to $1,100 per calendar year to help offset the cost of health insurance.
  • 401k with generous company match.
  • Student loan debt contributions.
  • Flexible spending accounts, commuter benefits, pet insurance, disability & life insurance.
  • We give back by hosting donation drives and providing volunteer opportunities for our employees.
  • Diversity is a priority for us. We provide equal employment opportunities to all employees and applicants for employment without regard to race, religion, national origin, age, disability, sexual identity, or gender expression.

    serp_jobs.job_alerts.create_a_job

    Client Service Specialist • Boston, MA, US

    Job_description.internal_linking.related_jobs
    Client Relations Specialist

    Client Relations Specialist

    LegacyPath Recruiting • Boston, MA, us
    serp_jobs.job_card.full_time +1
    serp_jobs.filters_job_card.quick_apply
    If you’re giving consistent effort but feel like your income or schedule still doesn’t reflect the work you put in—or you’re sacrificing too much time with your family—you’re not alone.Many individ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.new
    Finance Tech Client Solutions Specialist

    Finance Tech Client Solutions Specialist

    FACTSET • Boston, MA, United States
    serp_jobs.job_card.full_time
    A financial data solutions provider is looking for a Client Solutions Associate in Boston, MA.The role focuses on building client relationships to encourage product usage and reduce cancellations.R...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Strategic Sales Leader - Capital Markets (Financial Services)

    Strategic Sales Leader - Capital Markets (Financial Services)

    Accenture • Boston, MA, US
    serp_jobs.job_card.full_time
    A global professional services company is seeking a Senior Sales Capture Manager in Boston, MA.The role involves shaping, selling, and closing large multi-service deals, requiring a strong sales ba...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Consultant

    Client Consultant

    Confluence • Boston, MA, United States
    serp_jobs.job_card.full_time
    Associate Client Consultant at Confluence.At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. With Spiros Giannaros as CEO...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Cash Applications Specialist

    Cash Applications Specialist

    CFS • Stoughton, Massachusetts, United States
    serp_jobs.job_card.full_time
    Creative Financial Staffing is partnered with a distribution company based out of Stoughton, MA, seeking a Cash Applications Specialist. About the Company Seeking a Cash Applications Specialist Foun...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sales Operations Specialist

    Sales Operations Specialist

    BigBelly Solar • Stoughton, MA, United States
    serp_jobs.job_card.full_time
    The Sales Operations Specialist will be responsible for supporting Sales, spanning all business segments in our International and Domestic Sales group, by assisting to effectively service current a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Private Wealth Client Services Specialist

    Private Wealth Client Services Specialist

    GW&K Investment Management • Boston, MA, United States
    serp_jobs.job_card.full_time
    A financial services firm in Boston is seeking a Client Service Associate to act as a liaison between clients, portfolio managers, and operations. The role involves addressing client inquiries, moni...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Securities, Commodities & Financial Services Sales Agents

    Securities, Commodities & Financial Services Sales Agents

    Turing • Boston, MA, United States
    serp_jobs.job_card.full_time
    Turing is looking for candidates with strong experience in securities trading, investment sales, or financial advisory services within the finance and investment sector. In this role, you will contr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Services Specialist — Financial Accounts & Ops

    Client Services Specialist — Financial Accounts & Ops

    Stifel • Boston, MA, United States
    serp_jobs.job_card.full_time
    A global wealth management firm seeks a Client Services Associate in Boston to support Financial Advisors with client account management and administrative tasks. The ideal candidate should possess ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Key Account Director, Client Services

    Key Account Director, Client Services

    829 Studios • Boston, MA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    The Key Account Director (KAD) is a vital client-facing role within the Client Services team at 829, tasked with overseeing the strategic management and growth of our key client accounts.This role ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Brockton, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior MSP Client Product Specialist

    Senior MSP Client Product Specialist

    ISO Claims Partners • Woburn, MA, United States
    serp_jobs.job_card.full_time
    The Senior Product Specialist plays a critical role in ensuring the successful adoption and utilization of our Section 111 products. This position requires exceptional communication skills, a client...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Client Services - Funds Operations Analyst

    Client Services - Funds Operations Analyst

    G MASS • Andover, MA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    We’re supporting a leading financial services organisation in hiring a client / counterparty facing operations analyst.This role sits within a specialist team responsible for managing client engageme...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Client Support Specialist

    Client Support Specialist

    Zelis Healthcare, LLC • Boston, MA, United States
    serp_jobs.job_card.full_time
    Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers.We serve more than 750 payers, including the top five national health plans, regional hea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Transaction Advisory Services Partner

    Transaction Advisory Services Partner

    EisnerAmper • Boston, MA, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Private Markets Operations Specialist

    Private Markets Operations Specialist

    American Family Insurance • Boston, MA, United States
    serp_jobs.job_card.full_time
    Compensation may vary based on the job level and your geographic work location.Relocation support is offered for eligible candidates. Working within the Private Markets Operations team, the Private ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. Credit Services Specialist

    Sr. Credit Services Specialist

    UMB Bank • Boston, MA, United States
    serp_jobs.job_card.full_time
    This position provides support for UMB's Consumer Credit Cards specific to the Card Loss Mitigation functions.Complete complex transactional processing while meeting regulatory and compliance guide...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Operations Client Service, Senior Associate

    Operations Client Service, Senior Associate

    State Street • Quincy, Massachusetts, United States
    serp_jobs.job_card.full_time
    This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Who we are ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted