Client Services Administrator

Alliance Solutions Group

1d•Remote

About The Position

The Client Services Administrator is an administrative, operations-focused role that supports the Director and Consultants for our Sage 100 Contractor and Sage 300 CRE practice by managing internal coordination, system maintenance, and documentation related to client onboarding, projects, and ongoing support. This position is not a primary client-facing or relationship-management role; instead, it plays a critical behind-the-scenes function that keeps client services running smoothly and efficiently. This role is well-suited for someone who is highly organized, detail-oriented, and comfortable juggling multiple tasks in a fast-paced environment.

Requirements

Strong administrative and organizational skills
High attention to detail with a focus on accuracy and documentation
Ability to manage multiple tasks simultaneously and switch priorities as needed
Clear and professional written and verbal communication skills
Comfortable working in a fast-paced, ticket-driven environment
Proficient with systems such as CRM and ticketing tools (ConnectWise, Salesforce experience a plus)

Responsibilities

Assign and coordinate tickets and projects to the appropriate consultants
Support client onboarding by managing setup steps, documentation, and internal handoffs
Schedule and coordinate project welcome calls to ensure a smooth transition to consulting teams
Assist with our payment portal setup and Customer Support Agreement configuration for ticketing purposes
Track ticket and project progress and follow up internally to ensure timely movement
Maintain accurate client account records, including: Address updates Contact updates (including large-scale or multi-contact projects)
Review accounts to ensure full and accurate setup within our payment portal and Customer Support Agreements
Perform ongoing maintenance and updates in ConnectWise and Salesforce
Ensure all communications and updates are properly documented within tickets and projects
Serve as an administrative go-to resource for consultants for status updates, coordination needs, and process questions
Communicate with consultants to gather updates and relay information as needed
Support the Director and CSR with administrative tasks, reporting, and special projects
Assist with client escalations by gathering supporting documentation and coordinating internally to resolve disputed invoices.
Handle routine administrative client communications and follow-ups, maintaining high caliber written and verbal communication at all times. Responsibilities include documenting correspondence via email and conducting phone outreach, ensuring consistently professional and polished client interactions (non-sales, non-consultative).
Ensure consistency, accuracy, and completeness of all ticket and project notes
Maintain organized records to support transparency and accountability across teams
Assist with ad-hoc projects and operational initiatives as needed
Adapt quickly to shifting priorities and incoming requests throughout the day