• 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.