Respond to inbound phone, email, and web inquiries about services in a timely and professional manner with additional information/material; ensure each inquiry is documented accurately in the CRM software

Maintain accurate records of client interactions, issues, and resolutions in the CRM software

Visit properties to make video recordings of current property conditions and take detailed notes of staging needs for the design team to use

Assist the client service team with scheduling property visits and uploading videos/notes for each property to be staged

Assist in preparing and distributing client-related documents, such as contracts and proposals

Follow up with clients to collect any outstanding logistical information needed to execute services smoothly and answer any questions each client may have to ensure satisfaction; send clients reminders related to contracted services, as needed

Assist with investigating and resolving client issues by collaborating with internal teams as needed to ensure swift resolution; escalate complex issues to appropriate stakeholders for assistance

Assist with administrative tasks, including data entry, maintaining revenue records, running reports, and coordinating meetings and appointments

Assist with the creation of presentations and/or marketing initiatives to pitch/launch new services

Assist with the planning and execution of client and marketing events

Assist in the development and execution of strategies to improve client satisfaction, engagement, and loyalty