Client Success/Order Fulfillment Specialist

Our Company:
Ferdinand Training Advisors is a boutique consulting firm with offices in New York, Georgia, and the Philippines. We are experts in 5 Key areas of consulting; business development, tax mitigation, business funding, education, and leadership development. Helping small businesses move from sustainable to scaleable is some of the most meaningful work one can do. We're devoted to meeting the needs of influential businesses, individuals, and institutions on a global scale.

We are seeking highly motivated, achievement-driven team players to be part of our growing pack. High-energy environment. Rock solid commissions. Supportive team and a great positive vibe!

Why You Want In:
You will be joining a company that is at the beginning of the next phase in an already proven success story. Ferdinand Training Advisors is committed to big ideas, innovative thinking, and creating award-winning work. You will work alongside the team to deliver exceptional projects to clients. This is a serious opportunity to learn new skills that may be the launching pad to your entrepreneurial endeavors.
Your Story
Ideal candidates must be driven, sociable, and have a strong work ethic. You should be confident with meeting service delivery deadlines, speaking with current clients and be willing to learn and grow with the company. This role will fit someone who doesn't want to be stagnant and is allergic to being average.
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The Role:
We are seeking a Client Success/Order Fulfillment Specialist whose responsibilities include all After Sales Support; duties include partnering with sales and other departments during the customer implementation phase to ensure delivery of a frictionless experience with our firm.
Clearly communicate company values and update clients on timeline to completion of services. programs, marketing, and/or other initiatives. Consistently manage and meet implementation deadlines set by the customer and sales team

To be successful in this role, you should have experience with Building Client Relationships, Client Retention, Drake Tax Software, QuickBooks, Drafting/Sending Documents, and Onboarding New Clients.
Responsibilities include but are not limited to:
Building Client Relationships as well as Client Retention (Updating Clients on timeline to service completion and or confirmation of completion
Data Entry On Drake Tax Software & QuickBooks,
Drafting/Sending Documents such as contracts, etc.
Surveying & Onboarding New Clients.
Ascertain 2nd sale opportunities with clients for Cross-Sales, and or Upsales. (Take note

Job Type: Full-time
Salary + Commissions: $300.00 per Month Salary; Plus 5% Commissions
Schedule: Monday to Friday