Job Summary:

• Control key elements of the consumer acquisition process
• Measure the effectiveness of campaign strategies
• Deliver training (live and virtual) that meet end-user needs
• Adjust business practices as needed to fit the changing market
• Communicate dalily with upper management on findings and results
• Work with team to develop internal training initiatives and supporting materials
• Attend regular networking sessions to enhance skills
• Meet productivity goals and make adjustments
• Demonstrate ability to achieve desired results
• Take initiative to handle ad hoc tasks as and when upper management delegate down

Skills on Resume:

• Campaign Oversight (Hard Skills)
• Strategy Measurement (Hard Skills)
• Training Delivery (Soft Skills)
• Market Adaptation (Soft Skills)
• Executive Reporting (Hard Skills)
• Training Development (Soft Skills)
• Networking Engagement (Soft Skills)
• Productivity Leadership (Soft Skills)

Job Summary:

• Support development of RFP (Requests for Proposal) process assisting the luxury sales team with media proposals
• Utilizing the full scope of NYT ad products that strategically address the advertiser’s needs and campaign objectives for both print and digital.
• Build and customize product slides and presentations using Google slides, Powerpoint and/or Keynote
• Update Salesforce database throughout the sales process with necessary account information, including Opportunities, Positioning, Rate Adjustments, etc.
• Provide support to salespeople in the completion of print duties
• Respond to servicing and information requests from team members
• Work with various internal teams to gather information for customers, or to fulfill requests, such as tickets for events, comp subscriptions, etc.
• Coordinate and schedule various meetings for accounts such as tours of the Idea Lab and brainstorming meetings with internal support teams.
• Responsible for general office administration as required, such as ordering materials for the office, facility issues, etc.

Skills on Resume:

• RFP Development (Hard Skills)
• Ad Product Utilization (Hard Skills)
• Presentation Building (Hard Skills)
• Salesforce Updating (Hard Skills)
• Print Support (Soft Skills)
• Request Response (Soft Skills)
• Information Coordination (Soft Skills)
• Meeting Scheduling (Soft Skills)

Job Summary:

• Communicating timely and accurate information to clients.
• Proactively contact clients with updates and as problems arise.
• Tracking interactions in CRM to maintain up-to-date records for all client.
• Liaising between the client and internal or external partners to find creative and mutually beneficial solutions to problems.
• Collaborating with each department to support their work in the end-to-end project delivery process from a client perspective.
• Coordinating and administration of all project contract documents, ensuring all contract deliverables are being met.
• Managing client sign offs for key decisions, including interior and exterior finishes.
• Creating project update reports for the client on a weekly and monthly basis.
• Administration of projects on project management software (Procore) to provide updates and reporting to the client.
• Working with Marketing & Sales to collect feedback throughout the project.
• Engaging with the clients to uncover product enhancement needs and acting as the voice of the client within the team to enhance and grow products and processes.

Skills on Resume:

• Client Communication (Soft Skills)
• Proactive Contact (Soft Skills)
• CRM Tracking (Hard Skills)
• Creative Liaising (Soft Skills)
• Department Collaboration (Soft Skills)
• Contract Coordination (Hard Skills)
• Client Sign-offs (Hard Skills)
• Project Reporting (Hard Skills)

Job Summary:

• Respond to the telephone, emails, messages and comments on social media, live chat messages on the website
• Answer inquiries from aesthetic internet portals politely and in accordance with company procedures.
• Deal with all enquires including referring to other team members and making and adjusting bookings for treatments.
• Knowing the all services and products
• Be expert about what they are selling in order to answer questions from prospective clients.
• Promote, recommend and provide full information about the products and services, maximising opportunities for sales and referrals.
• Maintain client records in accordance with company procedures and data protection requirements, ensuring discretion and confidentiality at all times.
• Maintain and manage clinic booking system in adherence with company procedure.
• Maintain and manage clinic CRM system.
• Upgrade and fill information about the clients, booking, sales.

Skills on Resume:

• Multichannel Response (Soft Skills)
• Inquiry Handling (Soft Skills)
• Booking Management (Hard Skills)
• Product Knowledge (Soft Skills)
• Sales Promotion (Soft Skills)
• Record Maintenance (Hard Skills)
• CRM Management (Hard Skills)
• Data Upgrading (Hard Skills)

Job Summary:

• Check the database on a regular basis to gauge satisfaction, address any concerns, and provide information of value such as new offerings or upcoming specials.
• Manage banking and payment systems in accordance with company policies and procedures.
• Assist with any other clinic duties as and required, including supporting other team members (marketing, management, reception).
• Work as a team member within the Aesthetics department and all other departments.
• Work with the foreign clients regarding an organization of their treatment plan, consultancy with the doctor or specialist
• Provide all prepayment financial documents, organize the accommodation, provide them information about before and after care.
• Collaborate with Sales and Marketing Team to provide excellent client experience.
• Participate in Sales and Marketing strategy meetings.
• Create and present daily/weekly reports to Marketing and Management.

Skills on Resume:

• Database Monitoring (Hard Skills)
• Payment Management (Hard Skills)
• Clinic Support (Soft Skills)
• Team Collaboration (Soft Skills)
• Client Consultation (Soft Skills)
• Financial Coordination (Hard Skills)
• Client Experience Collaboration (Soft Skills)
• Strategy Reporting (Hard Skills)

Job Summary:

• Answering incoming phone line and managing all new client inquiries (via phone, email, chatbot, text)
• Speaking with potential new clients - answering questions and assessing client's presenting needs, challenges, and goals for treatment.
• Assigning new clients to Wellspace practitioners, scheduling appointments and managing intake paperwork.
• Following up with clients and supporting client retention.
• Processing paperwork and providing outside referrals as needed.
• Entering sensitive client data into electronic medical records system
• Tracking company and client data for the leadership team.
• General office upkeep and maintenance, including: scanning and filing documents, ordering office supplies.
• Managing client payments and providing insurance claims support.
• Acting as a liaison between clients and wellness practitioners 

Skills on Resume:

• Inquiry Management (Soft Skills)
• Client Assessment (Soft Skills)
• Appointment Scheduling (Hard Skills)
• Client Retention (Soft Skills)
• Data Processing (Hard Skills)
• Data Entry (Hard Skills)
• Office Management (Hard Skills)
• Payment Handling (Hard Skills)

Job Summary:

• Execute client interfacing Program AR cycle, including the following:
• Create templates, invoices, credit memos (in multiple foreign currencies)
• Data entry: invoices for payment by recording cash, cheques, wire transfers, and credit card transactions (in multiple foreign currencies) 
• Maintain updated customer information in Microsoft Business Central/CRM
• Interact with program participants for payments, respond to inquiries, provide information and support
• Ongoing communication with the sales team, project managers and logistical team
• Verify that transactions comply with financial policies and procedures
• Provide exceptional client services in all matters with professionalism in verbal and written communications in alignment with service excellence expectations
• Proactively connects with client to collect receivables by sending invoice reminders and communicating with participants via phone or email
• Investigate and resolve customer queries
• Completes interim update on each program when required
• Review and flag potential issues once programs are in market
• Work with Forum Coordinators on room release dates and final hotel bills. 
• Work with Forum Directors on achieving program financial and quality targets
• Program review regarding cancellations, refunds, credits etc. against budgets
• Produce program financial reports, including but not limited to weekly status reports, Program P&L’s, analysis of costs, etc. 

Skills on Resume:

• AR Cycle Management (Hard Skills)
• Data Entry (Hard Skills)
• CRM Maintenance (Hard Skills)
• Client Interaction (Soft Skills)
• Compliance Verification (Hard Skills)
• Client Service Excellence (Soft Skills)
• Issue Resolution (Soft Skills)
• Financial Reporting (Hard Skills)

Job Summary:

• Prepare and review audit letters for Amazon
• Research landlord entities and verify vesting
• Manage and train Amazon team (lawyers and staff) on processes
• Manage matter updates and tracking through link
• Implement process improvements within the group and with the clients
• Organize and manage client development events for Amazon
• Manage local counsel process
• Manage HUB title review
• Create and coordinate process tools/guides for teams to utilize
• Organize internal and Amazon team events and meetings
• Incorporate client needs and process changes into own. 
• Update procedure documents and distribute to team
• Manage OPS, Mendel and admin teams’ workflow
• Work with Billing Coordinator for RE invoice processing
• Test new programs and coordinate training

Skills on Resume:

• Audit Preparation (Hard Skills)
• Research Verification (Hard Skills)
• Team Management (Soft Skills)
• Process Implementation (Hard Skills)
• Event Organization (Soft Skills)
• Process Tool Creation (Hard Skills)
• Procedure Updating (Hard Skills)
• Program Testing (Hard Skills)

Job Summary:

• Screens calls, tracks leads, and book appointments for Loan Originator.
• Takes applications and schedules appointments for the mortgage team.
• Communicate directly with borrowers.
• Maintains the team's calendar.
• Confirms all scheduled appointments for the day.
• Calls back leads within an allotted time frame and track in the database.
• Assists with branch and Loan Originator hosted events.
• Assists in the submission of complete loan applications and tracks all requested documents in Encompass for each customer file.
• Pulls credit, structure loan fee's, and gather the necessary paperwork.
• Requests and obtains referrals from all WMC clients, current and potential along with sales partners.
• Updates CRM system with new listing agents, referring agents, title companies, and builders.

Skills on Resume:

• Call Screening (Soft Skills)
• Appointment Scheduling (Hard Skills)
• Borrower Communication (Soft Skills)
• Calendar Management (Hard Skills)
• Event Assistance (Soft Skills)
• Loan Application Processing (Hard Skills)
• Credit Analysis (Hard Skills)
• CRM Updating (Hard Skills)

Job Summary:

• Provide administrative support to multiple planning teams.
• Answering initial client phone calls, and assisting in responding directly to client calls and email communications.
• Scheduling client consults and phone calls 
• Responsible for keeping each of their Planners’ schedules up to date with any client meetings, firm meetings, and scheduled client phone calls.
• Request information directly from the client that may be needed for upcoming consults or phone calls and follow-up accordingly. 
• Receive and Organize information from the client so that the Associate Planner can prepare for the upcoming meetings/calls.
• Coordinate the preparation of any investment account paperwork
• Take the changes initiated by the Planner/Associate Planner, deliver and discuss with Operations Team, and track its completion for the client.
• Answering client phone calls as they come in from receptionist, and returning calls to clients when requested by their Planners or Associate Planners.
• Reviewing, and at times answering, client e-mails when requested by their Planners or Associate Planners
• Keeping an accurate and up to date calendar for their Planner(s)
• Providing written communications in the form of letters or emails, to clients
• Gathering information received from clients (i.e. engagement letters, transcripts, client notes, etc.), scanning and saving that information in an organized fashion for use in the preparation of client consults.

Skills on Resume:

• Administrative Support (Hard Skills)
• Client Communication (Soft Skills)
• Schedule Coordination (Hard Skills)
• Client Information Management (Hard Skills)
• Meeting Preparation (Hard Skills)
• Document Coordination (Hard Skills)
• Change Tracking (Hard Skills)
• Information Organization (Hard Skills)