Sales & Customer Support Specialist

Whitecollars

Key Responsibilities

• Support the Business Development team in moving prospects through the pipeline from first contact to close.
• Conduct discovery calls to understand client needs, priorities, timelines, and decision-making structures.
• Deliver service presentations and client-facing walk-throughs tailored to each prospect.
• Run and/or support demos and respond clearly to objections, questions, and concerns.
• Maintain high-quality follow-ups via email, WhatsApp (if used), calls, and meeting scheduling.
• Assist with proposal preparation, required documents, and coordination needed to finalise deals.
• Keep pipeline hygiene: update deal stages accurately, document next steps, and maintain clean notes.
• Coordinate internally with marketing/operations/product (as relevant) to ensure readiness for client needs.

B) Customer Support & Client Success (Pre- and Post-Sale)

• Act as a responsive point of contact for client questions, issues, and requests.
• Support onboarding activities to ensure clients understand next steps and receive a smooth start.
• Troubleshoot common issues and escalate more complex cases to the relevant internal team member.
• Provide extra support to ensure client satisfaction during active delivery and after handover.
• Document recurring issues and suggest improvements to processes, scripts, FAQs, or workflows.

C) Business Development Tools & Operational Support

• Manage and support BD tooling and operations, including (as applicable): CRM updates, meeting links, templates, dashboards, lead lists, call scripts, trackers, and reporting.
• Maintain organised records for client conversations, feedback, and action items.
• Assist with scheduling, reminders, and preparation for client meetings (agendas, slides, notes).
• Support continuous improvement by recommending better workflows to increase speed and consistency.