Sales & Client Liaison

Position

We are seeking a Sales & Client Liaison to act as the primary point of contact for new valuation engagements. This role is ideal for a detail-oriented, client focused professional who enjoys ownership, organization, and building trusted relationships in a deadline driven environment.

Key Responsibilities:

• Serve as the primary contact for new Business Valuation orders from lenders, ROBS providers, and business owners
• Respond to inbound inquiries by providing fee quotes and turnaround timelines
• Clearly explain valuation requirements, process, and next steps to clients
• Collect, organize, and review required documentation for valuation engagements
• Proactively follow up to resolve missing or incomplete information
• Maintain accurate records in CRM and internal systems
• Coordinate closely with valuation and appraisal teams to ensure smooth project handoffs
• Represent the company at occasional industry trade shows (March–November)

Qualifications

• Bachelor’s degree or equivalent business-related experience
• 1–3 years of experience in client services, customer support, or sales support
• Proficiency in Microsoft Word and Excel
• Familiarity with Adobe applications
• Experience using CRM systems
• Strong organizational and time-management skills
• Excellent written and verbal communication
• Ability to manage multiple priorities and deadlines
• Occasional Travel

Benefits

• Flexible PTO
• Medical, dental, and vision insurance with FSA options
• Company-paid life insurance
• Paid parental leave
• 401(k) with company match
• Professional development opportunities
• 12 paid holidays off